Financial Research Corporation

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2012 Research Calendar

recent studies

recent studies


Periodicals


Alternatives Quarterly Updates
These reports provide in-depth analysis, commentary, and data on the registered alternative products market. Each issue contains highlights of recent industry trends, analyzes assets and net flows by investment strategy, tracks emerging alternative strategies as well as new fund launches and closes. Regular features also include profiles of performance stand-outs, and managers.

529 Quarterly Updates
These are executive-level reports 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, as well as 529 plan average account size by program.

529 Quarterly Fee Analysis
These executive-level reports competitively assess 529 fees at the plan and investment option levels. Each report examines total annual asset based fees by number of plans, average minimum, average maximum and average by distribution channel. Channels evaluated include advisor, fee-based, and direct and portfolio types such as asset allocation, age-based and individual. The reports also include program manager contract expiration dates.

529 College Savings Views
This weekly series summarizes the latest news and events in the college savings industry with FRC's expert, candid and timely commentary on how these events will drive product developments, marketing, and distribution trends.

Lifecycle Funds Quarterly Updates
These are executive-level reports that provide 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 latest news and events in the industry and provides insightful commentary on how these developments may impact lifecycle product strategies.

Sub-Advisory Quarterly Updates
Executive-level reports that provide 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, both sub-advisors and advisors, in the business.

FRC Monitor (Monthly)
These are executive-level research journals that examine trends in the financial services industry, including mutual funds and other retail investment products. This leading-edge, forward-looking publication keeps you at the forefront of not just current trends but also emerging future trends, by providing a distinctive integration of all the subject knowledge areas within FRC.

FRC has provided an index of the articles in our Monitor publication since 2002 to demonstrate its depth and breadth of experience and expertise in the financial services industry. Click here to view Monitor Index  

For more information contact FRC today at 617-963-8967 or e-mail frcinfo@frcnet.com