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Quarterly Updates
- 529 Quarterly Updates Quarterly executive-level report that provide in-depth analysis, commentary, and data on 529 product, marketing, and distribution trends. Each issue also provides direct, quantifiable data around base market analytics, including: 529 Plan Assets by State, Program, Program Manager and Primary Distributor, and 529 Plan Average Account Size by Program. sample report
- Lifecycle Funds Quarterly Updates Quarterly executive-level report that provides in-depth analysis, commentary, and data on lifecycle product, marketing, and distribution trends. Each issue features a review of top players in this space, including detailed data on net flows, performance, expenses, and portfolio characteristics. FRC also summarizes the hottest news and current events in the industry and provides with insightful commentary on how these developments may impact your lifecycle product strategy. sample report
- Retirement Income Quarterly Updates Quarterly executive-level report that provides in-depth analysis, commentary, and data on retirement income product, marketing, and distribution trends. Each issue features four sections to assist in guiding your overall marketing strategies: 1) detailed articles on timely issues, 2) profiles on products and interviews with industry leaders, 3) an industry update on trends with regard to technology and tools, organization structural changes, regulatory issues, and third-party research, 4) a quantitative analysis section featuring assets and flows for guaranteed and non-guaranteed income products. sample report
- Managed Account Quarterly Updates Quarterly executive-level report that provides in-depth analysis, commentary, and data on managed accounts product, marketing, and distribution trends. Each issue features two recurring sections, the first is a review of managed account discussions in the quarterly conference calls of public asset managers, as well as a marketplace update of changes in market share by distribution channel, investment objective, and top managed account distributors and managers. sample report
- Sub-Advisory Quarterly Updates Quarterly executive-level report that provides in-depth analysis, commentary, and data on sub-advised product, marketing, and distribution trends. Each issue examines fund filings and mandate changes during the quarter, and provides a statistical review of the top players in the business. sample report
- Variable Annuity Quarterly Updates Quarterly executive-level report that provides in-depth analysis, commentary, and data on variable annuity product, marketing, and distribution trends. Each issue features a detailed sales and product review section as well as articles on timely industry topics such as the usage of VAs among RIAs, lifecycle funds in VAs, and advances in living benefit riders, among others. sample report