For Wealth Managers

Macro, positioning, and sentiment insights for wealth managers advising high-net-worth clients through complex market cycles. 

Helping Wealth Managers Stay Informed, Relevant, and Ready

We support wealth managers across advisory and discretionary mandates, from investment teams shaping portfolio strategy, to relationship managers seeking differentiated talking points, to CIOs navigating shifts in market sentiment and positioning across asset classes.

Why Vanda?

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    Enhance Client Conversations with Differentiated Insight

    Use Vanda’s positioning, flow, and sentiment data to deliver sharper, more informed commentary, helping clients understand what's really driving markets beyond headlines.

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    Support Portfolio Strategy with Macro and Cycle Awareness

    Identify where we are in the macro and risk cycle to guide allocation decisions, tilt portfolios appropriately, and manage exposure in uncertain environments.

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    Monitor Crowding and Sentiment Risks

    Stay ahead of positioning extremes and market sentiment shifts to avoid crowded trades and help clients navigate volatility with greater confidence.

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    Access Independent, Actionable Market Insights

    Leverage Vanda’s research and tactical tools to reinforce or challenge internal views, adding a trusted, objective voice to investment decision-making and market outlooks.

How Wealth Managers Use Vanda​

Dig deeper into some of our most frequently asked questions.

How can Vanda help me give better advice to clients in volatile markets?​

Vanda equips wealth managers with daily insight into market positioning and sentiment shifts, helping you explain recent moves and provide guidance with greater conviction. Whether markets are risk-on or risk-off, our data and insights give you the confidence to communicate clearly and act decisively.

Can I use Vanda to assess crowding risk in client portfolios?

Yes. Vanda’s positioning and flow data helps identify where exposures in client portfolios may be overlapping with consensus trades. This enables better risk management, especially in crowded sectors or styles, and supports de-risking or rotation conversations with clients.

How does Vanda help support tactical allocation decisions?

Our data, research and advisory services highlight short-term flow trends and market set-ups that inform tactical shifts across asset classes, sectors, or geographies. This is particularly valuable for wealth managers adjusting client portfolios in response to macro developments or sentiment extremes.

What makes Vanda’s insights valuable for client conversations?

Vanda provides independent, transparent, and timely insight into what the market is doing, not just what it's saying. This allows you to bring a differentiated perspective to client meetings, supported by real positioning data rather than speculation or consensus noise.

Is Vanda suitable for long-term investors too?

Absolutely. Vanda helps wealth managers and CIOs understand where we are in the broader macro cycle, supporting decisions around when to add or reduce risk. Our research and positioning data are as useful for strategic rebalancing as they are for short-term pivots.

Can I use Vanda to validate or challenge our in-house views?

Yes. Many firms use Vanda to cross-check internal signals and ensure that portfolio strategies aren’t drifting into groupthink. Our independent lens on positioning and flow complements traditional research and helps provide amore complete picture of market dynamics.

Ready to find out more
about how we can help you?​

Learn more from our team by getting in touch for more information on our products and services or start your trial. ​

Insights and News

Want to learn more about how Vanda helps institutional investors? Explore the the latest news and insights or get in touch to find out more about our data, research and advisory services.

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