The Strategic Insight 2011 Fund Sales Survey:
Perspectives on Intermediary Sales by Distribution Channel and by Share Class

  • What were the fastest growing distribution channels in 2011?

  • What type of success did firms see in selling through the RIA channel during 2011?

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

  • How did sales within the Investment Only DC channel fair during 2011?

  • What share classes are firms using to meet pricing demands within fee-based advisory programs, DC plans and elsewhere?

The answers to these questions and more can be found in The Strategic Insight 2011 Fund Sales Survey.

This 30+ page study provides unique data, benchmarking and analysis around share class pricing and distribution channel trends - encompassing 6 years of survey data results (2006 through 2011).

The 2011 results are based on over $900 billion in actual sales by 45 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 within this space.

*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


The Strategic Insight 2009 Fund Sales Survey

Download the Table of Contents

Ordering Information

This report is available for purchase by non-survey-participant firms.

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.

To request more information, including pricing for this report,
click here.