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Fund Sales Benchmarking: 2017

Fund Sales Benchmarking: 2017


Perspectives on Intermediary Sales by Share Class and Distribution Channel                              

This annual report provides valuable clarity and benchmarking of share class pricing and distribution channel trends within the adviser-sold space, along with 10+ years of historical trending data. It is based on a proprietary SI survey of mutual fund managers, who reported over $700 billion of gross fund sales in 2016.

Fund Sales Benchmarking 2017  focuses on the foundational changes poised to unfold within mutual fund share class structures, and key considerations for fund managers with regard to pricing demand within fee-based and brokerage platforms moving forward. It also provides benchmarking of sales growth across key adviser-sold distribution channels, including breakouts of fee-based platform and the defined contribution investment-only sales.

Key Questions Answered:

  • What key forces have driven the increased "institutionalization" of pricing demand within the retail market to this point, and how will such forces impact the outcome of share class change in the future?
  • How can fund managers create a fact-based framework upon which to evaluate potential varying share class demands within brokerage platforms?
  • What are the critical considerations for fund firms around potentially offering "zero/zero" share classes within retail advisory and/or brokerage platforms? 

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