Financial Research Corporation

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2012 Research Calendar

recent studies

recent studies

Managed Accounts

FRC is at the forefront of the Managed Account market place as is represented by our exclusive partnership with the The Money Management Institute (MMI), the national, Washington, D.C. based organization. In this capacity, FRC works alongside the industry's pioneers and new entrants to the burgeoning SMA arena. In addition to FRC's primary source market research and experience assisting firms in validating strategic opportunities, defining the best operating model, FRC also provides objective analysis around the industry data collected from MMI member firms which represents the bulk of the industry's assets.

Research Reports
Caught Between Alpha & Beta:

The Future of Retail Portfolio Construction
As several investment vehicles grow from nascent markets to accepted alternatives, FRC believes actively managed funds will experience increased competition for assets. In this study, FRC examines the evolution of actively managed mutual funds and alternative investment vehicles to identify areas of opportunity and vulnerability in the rapidly changing world of retail portfolio construction. The study is based on two comprehensive surveys—one of financial advisors and one of asset managers. The advisor survey reveals product usage trends and attitudes about portfolio construction, while the asset manager survey provides product development strategies and insights into the perceptions of competition among investment vehicles. The views of both parties are compared and contrasted to examine whether asset managers strategies are in line with actual advisor needs.

Download Study Overview, Table of Contents, and List of Exhibits pdf

SMA Distribution Strategies for Success in the Wealth-Management Market pdf

Sound SMA Practices for Managing Regulatory Scrutiny: Effective Procedures for Asset Managers & Sponsors pdf

For more information contact FRC today at 617-963-8967 or e-mail