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The Strategic Insight 2010 Fund Sales Survey:
Perspectives on Intermediary Sales by Distribution Channel and by Share Class



  • What were the fastest growing distribution channels in 2010?

  • How did fund sales via Independent/Regional Broker Dealers compare to those via National BDs?

  • How did sales trends through the RIA channel shift during 2010?

  • What share classes are firms using to meet the changing pricing demands within fee-based advisory programs?

The answers to these questions and more can be found in The Strategic Insight 2010 Fund Sales Survey.

This 30+ page study provides unique data, benchmarking and analysis around share class pricing and distribution channel trends - now encompassing 5 years of survey data results (2006 through 2010).

The 2010 results are based on $800 billion in actual sales by 40 fund firms selling primarily through financial intermediaries.

This research is essential for any manager distributing through financial advisors or any firm interested in fund distribution in this space.

Order Today


*Note: Firms who participated in this survey receive the full report free of charge. To find out if your firm participated, or about how to participate in future year's surveys, contact:
Dennis Bowden
dbowden@sionline.com
212-217-6895


 

The Strategic Insight 2009 Fund Sales Survey

Download the Table of Contents

Ordering Information

This report is available for purchase at a price of $4,000. Order online

Included with your order is online access to the report for anyone within your firm.

You will also receive an invitation to join an analyst webcast discussing the key findings of the report.

For more information, contact:
Dan Weinerman
at Strategic Insight dweinerman@sionline.com
(212) 217-6897


 

 

   

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