Mutual Fund Market Sizing, 2007-2012 An Analysis of Channels, Sales, & Assets
This study serves as a reference source for investment management firms to assess the relative attractiveness of different distribution channels with regard to mutual fund sales. In this study, FRC provides forward-looking projections to 2012 for mutual fund sales and assets under management. These forecasts leverage the analyses of the FRC research team, proprietary FRC data (including data from FRC IMPACT), historic data reported by the ICI, and firm-specific data of advisor counts provided by the Discovery-BD database maintained by The Financial Information Group. A detailed cross-channel analysis of gross sales, redemptions, net sales, assets, and growth rates are provided for the following six intermediary channels:
- National broker/dealers (“Wirehouses”)
- Regional broker/dealers
- Independent broker/dealers
- Banks
- Insurance companies
- RIAs
This study provides detailed analyst commentary behind the trends and business activities shaping these projections. Additionally, FRC provides forecasts of key sales and asset data for the other “macro” channels, Direct-to-Investor and Retirement/ Institutional.
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