Download Market Analyst User Guide

The Market Analyst report is the most comprehensive, and easily accessible review of the mutual fund marketplace. In an increasingly competitive environment, the report has become an indispensable resource work for fund marketing professionals, from national sales managers to directors of marketing to product managers to strategic planners. Through comprehensive graphics, clear tables and concise commentary, subscribers are kept apprised of important industry trends as well as key competitors’ marketing strategies. Published quarterly, Market Analyst provides:

SWOT Analysis

An overview of current developments in the fund industry, including shifts in fund sales and redemption patterns, new product introductions, alternative pricing approaches, and changes in market share rankings among fund management companies.

Positioning

Unique, in-depth profiles of 100 leading fund distributors highlighting top-selling funds, product development, performance, advertising/promotional programs, market share, market strategy, and potential for near-term growth.

Projections

Analysis of Morningstar© categories, as well as leading funds and fund complexes, new fund introductions, and prospects for growth.

In short, in one easily readable volume, the Market Analyst provides the foundation for your firm’s ongoing research effort. In so doing, it frees the marketing staff from spending countless hours gathering and processing the huge volume of raw data available on mutual funds.

The underlying data for the Market Analyst is drawn primarily from FRC’s proprietary FRC IMPACT© database system, which combines Morningstar© and Standard & Poor’s© data sets. The report’s commentary incorporates FRC’s ongoing discussions with investment company management, in-depth surveys on key topics, analyses of fund distributors’ marketing literature, and review of industry and government publications.