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Asset Liability Management for Db document sample
Document Sample
The Cerulli Edge-U.S. Edition Topic Index (updated through October 2010)
66e98231-edac-424a-a0bc-83870972b44d.xls
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ISSUE SECONDARY
PRIMARY THEME
NO. THEME
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
158 Readers’ Choice Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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Click "+" on left to display articles for individual issues.
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157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
157 Training and Education Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
156 International/Global Products Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
155 Delivering Solutions Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
154 Post-Crisis Marketing Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
153 Shelf Space Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
To view EXHIBITS, click "3" in upper left to expand then Edit/Find off the main menu ("1" to collapse).
Click "+" on left to display articles for individual issues.
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152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
152 Mergers & Aquisitions Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
151 Underrated Channels Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
To view EXHIBITS, click "3" in upper left to expand then Edit/Find off the main menu ("1" to collapse).
Click "+" on left to display articles for individual issues.
Note: each tab must be searched separately.
151 Underrated Channels Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
150 Alternatives Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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Click "+" on left to display articles for individual issues.
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149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
149 High Net Worth Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
To view EXHIBITS, click "3" in upper left to expand then Edit/Find off the main menu ("1" to collapse).
Click "+" on left to display articles for individual issues.
Note: each tab must be searched separately.
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
148 Annual Readers’ Survey Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
To view EXHIBITS, click "3" in upper left to expand then Edit/Find off the main menu ("1" to collapse).
Click "+" on left to display articles for individual issues.
Note: each tab must be searched separately.
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
147 Product Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
To view EXHIBITS, click "3" in upper left to expand then Edit/Find off the main menu ("1" to collapse).
Click "+" on left to display articles for individual issues.
Note: each tab must be searched separately.
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
146 Readers’ Choice Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
145 Salesforce Structure Issue
144 New Reality Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
144 New Reality Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
143 Asset Allocation Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
142 Retail Investors Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
141 Alternatives Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
140 Risk Management Issue
139 Corporate Organization Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
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139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
139 Corporate Organization Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
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138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
138 Market Impact Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
137 Regulatory Update Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
136 Year-End Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
135 High-Net-Worth Issue
To search TOPICS or KEY WORDS, use Edit/Find off main menu.
66e98231-edac-424a-a0bc-83870972b44d.xls
To view INDIVIDUAL ARTICLES, click "2" in upper left to expand then Edit/Find off main menu ("1" to collapse).
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October 2010) 66e98231-edac-424a-a0bc-83870972b44d.xls
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ISSUE/ARTICLES ISSUE DATE
Readers’ Choice Issue : Getting Real about Green Shoots Oct-10
Institutional Asset Management: Green Shoot: Consultant Relations Oct-10
Exhibit: Selected Fast-Growing Consulting Firms, 2006 vs. 2009 Oct-10
Exhibit: Institutional Consultants: Satisfaction with Asset Manager's Consultant Relations, 1Q 2010 Oct-10
Exhibit: Institutional Consultants: Areas for Improvement in Consultant Relations, 1Q 2010 Oct-10
Institutional Asset Management: Green Shoot : New DOL Ruling Oct-10
Exhibit: Department of Labor's Three-Pronged Strategy to Fee Disclosure, 2010 Oct-10
Exhibit: Service Providers Covered by DOL's Interim Final Regulation under ERISA 408(b)(2), 2010 Oct-10
Exhibit: Key Parties Affected by DOL's Interim Final Regulation, 2010 Oct-10
Retail Asset Management: Green Shoot: Subadvising Alternative Products Oct-10
Exhibit: Top-15 Selling New Subadvised Mutual Funds by AUM and Flows, August 2010 YTD Oct-10
Exhibit: Top-10 Long-Term Subadvisory Mutual Fund Sponsors:Multiple Subadvisor and Unaffiliated Single Subadvisor, 2009 Oct-10
Exhibit: Investment Styles in Target-Date Funds Most Likely Outsourced to Unaffiliated Subadvisors, 2010 Oct-10
Retail Asset Management: Green Shoot: Pseudo Portfolio Managers Oct-10
Exhibit: Expectation for Change in Personnel by Function Within Next Year, 2010 Oct-10
Exhibit: Portfolio Specialist/Investment Analyst Position, 2010 Oct-10
Exhibit: Attributes That Have Influenced Change to the Product Development Cycle, 2010 Oct-10
Intermediary Distribution: Green Shoot: Regional Broker/Dealers Oct-10
Exhibit: 1-year CAGR of Advisors by Channel, 2009 Oct-10
Exhibit: Top-15 Regional Broker/Dealers by Advisor Headcount, 2004–2009 Oct-10
Exhibit: Advisor Core Market by Channel, 2010 Oct-10
Retail Investors: Green Shoot: Limited Advice Oct-10
Exhibit: Willingness to Pay for Advice, 2008–2009 Oct-10
Exhibit: Household Opinion of Financial Providers, 2009 Oct-10
Exhibit: Willingness to Pay for Advice, 2008–2009 Oct-10
Retirement: Green Shoot: Redefinition in DC Markets Oct-10
Exhibit: Importance of the Investment Trends in Attracting 401(k) Business, Plan Provider Perspective, 2Q 2010 Oct-10
Exhibit: Advisor Services Provided to Defined Contribution Plans, 2010 Oct-10
Exhibit: 401(k) Participants by Type, 1999–2015E Oct-10
Annuities & Retirement Income: Green Shoot: Single Premium Immediate Annuities Oct-10
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Exhibit: Retail Annuity Growth Opportunities, Insurance Company Perspective, 2010 Oct-10
Exhibit: Advisor Assessment of Annuities as Rollover Vehicles, 2005–2009 Oct-10
Exhibit: Immediate Annuity Sales as a Percentage of Total Annuity Sales, 1999–2009E Oct-10
Managed Accounts: Green Shoot: Unified Managed Accounts Oct-10
Exhibit: Unified Managed Accounts Program Assets, Net Flows, and Net Flows as a Percentage of Total Assets, 1Q 2009–2Q 2010 Oct-10
Exhibit: Average Advisor Participation Rate in UMA Programs, 2Q 2009–2Q 2010 Oct-10
Exhibit: Asset Manager Experience With Model Portfolios To Date, 2010 Oct-10
International Oct-10
Exhibit: Global Asset Management Industry Assets Under Management , 2005–2014E Oct-10
Exhibit: Global Asset Management Industry Assets Under Management Marketshare by Investment Objective, 2005–2014E Oct-10
Training and Education Issue: Teach a Man to Fish… Sep-10
Exhibit: Licenses and Designations Held by Wholesalers by Production Level, 2010 Sep-10
Wholesaler Training: Preparing the Troops Sep-10
Exhibit: National Sales Manager: Greatest Challenges Facing Wholesale Distributors, 2010 Sep-10
Exhibit: Wholesaler Age by Productivity Tier, 2010 Sep-10
Exhibit: Sources of New Wholesaler Hires, 2008–2010 Sep-10
Exhibit: Wholesaler Interest in Additional Training Topics by Tier, 2010 Sep-10
Exhibit: National Sales Managers Ranking of Training Method Effectiveness, 2010 Sep-10
Broker/Dealer Training and Education: Wholesalers Become the Geek Squad Sep-10
Exhibit: Greatest Challenges Faced by Wholesalers, 2009 vs. 2010 Sep-10
Exhibit: Primary Value of Wholesalers, 2010 Sep-10
Exhibit: National Sales Manager: Best Description of Current Distribution Philosophy, 2010 Sep-10
Exhibit: Wholesaler Assessment in B/D Technology Platforms, 2010 Sep-10
Exhibit: Profiling Topics of Interest for Wholesalers, 2010 Sep-10
DC Managed Accounts: Lagging, but With Education… Sep-10
Exhibit: NQDIA Asset Growth within DC Plans Between Year-End 2008 and Year-End 2009 Sep-10
Exhibit: Managed Accounts in DC Plans: Mutual Fund Advisory Programs Sep-10
Exhibit: Percent of DC Plans with Autoenrollment and QDIA Selections for Autodeferrals by Segment, 2008 Sep-10
Exhibit: Top DC Managed Account Sponsors, 1Q 2009 vs. 1Q 2010 Sep-10
Quantitative Insights Sep-10
Wholesaler Training Sep-10
Exhibit: Desired Wholesaler Training by Age Range, 2010 Sep-10
Exhibit: Wholesalers' Rating of Importance of Skills vs. Their Own Skill Level, 2010 Sep-10
Sales Management Sep-10
Exhibit: Ratio of Wholesalers to Divisional Sales Managers, 2008-2010 Sep-10
Exhibit: Divisional Sales Manager Time Allocation, 2008-2010 Sep-10
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Advisor Training Sep-10
Exhibit: Growth of Client Base After Receiving Professional Designation, 2010 Sep-10
Exhibit: Portfolio Construction Assistance Provided by Broker/Dealer or Custodian, 2010 Sep-10
Managed Account Adoption Sep-10
Exhibit: Preferred Way to Learn About New Managed Account Programs, 2010 Sep-10
Exhibit: Advisor Opinion of Unified Managed Account (UMA) Programs, 2010 Sep-10
International/Global Products Issue: Cause & Effect Aug-10
Exhibit: Global and International Mutual Fund Assets by Type, May 2010 Aug-10
Exhibit: Investment Products That Asset Managers Say Advisors Are Requesting, 2010 Aug-10
Global Allocation Funds: Worldly Concerns, Core Returns Aug-10
Exhibit: Top-Selling Funds with an Absolute-Return Approach, 12-Months Ended May 2010 Aug-10
Exhibit: Allocation of New Product Development by Investment Strategy, 2010 Aug-10
Exhibit: Portfolio Construction Strategies: Traditional International Allocation vs. Global Core-Satellite Allocation Aug-10
Case Study: First Eagle: Core Positioning Aug-10
International Equity Distribution: Parlez-Vous International Equity? Aug-10
Exhibit: International and Domestic Mutual Funds Assets as a Percentage of Total Equity Mutual Fund Assets, 1999–2009 Aug-10
Exhibit: Household Ownership of International Equity Securities and International Equity Mutual Funds by Investable Asset Range, 2009 Aug-10
Exhibit: Advisor Frameworks for International Equity Exposure Aug-10
International/Global Fixed-Income Product and Positioning: Global Bonding Aug-10
Exhibit: Fixed-income Mutual Fund Ownership by Investable Asset Range, 2009 Aug-10
Exhibit: Expectation for New Product Development Budget in Relation to Other Initiatives of Firm, 2010 Aug-10
Exhibit: New International Strategy Retail Product Plans, 2008 vs. 2010 Aug-10
Exhibit: Top-15 Open-End Mutual Fund Morningstar Categories by Net New Flows, Year-to-Date May 2010 Aug-10
Case Study: JPMorgan Strategic Income Fund: Lessons in the Positioning of International Bond Products Aug-10
Quantitative Insights Aug-10
Product Development Plans Aug-10
Exhibit: Number of New Products Slated for Launch During the Next 12 Months, 2010 Aug-10
Exhibit: Allocation of Total New Products Focused on International Strategies, 2010 Aug-10
Mutual Funds Aug-10
Exhibit: Long-Term Mutual Fund Net New Flows by Fund Type, 2003–May 2010 YTD Aug-10
Exhibit: Long-Term Mutual Fund and ETF Assets by Fund Type, May 2010 Aug-10
Exhibit: Percentage of New Mutual Funds by Fund Type Introduced in a Given Year, 2003–May 2010 YTD Aug-10
Exhibit: Number of Mutual Funds by Fund Type, 2003–May 2010 Aug-10
Fees and Expenses Aug-10
Exhibit: Actively Managed Mutual Funds Average Management Fee, 2009 Aug-10
Exhibit: Advisors' Reported Change in Client Sensitivity to Expenses in the Past 12 Months by Channel, 2009 Aug-10
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Delivering Solutions Issue: Cause & Effect Jul-10
Exhibit: Most Critical Factors for Success with Institutional Clients in 2010 Jul-10
Inflation Solutions: Hyper About Inflation Jul-10
Exhibit: Real Asset Investing Characteristics Jul-10
Exhibit: Annual TIPS Issuance, 2007–2009 Jul-10
Exhibit: Top-10 Mutual Funds in Inflation-Hedging Strategies, May 2010 Jul-10
Liability-Driven Investment Solutions: Sailing into the Wind? Jul-10
Exhibit: Global LDI Usage vs. U.S. Usage, SEI Survey of 150 DB Plan Sponsors, 2007–2009 Jul-10
Exhibit: Citi Pension Liability Index, December 2005–August 2009 Jul-10
Exhibit: Wild Ride: Selected Long-Duration Manager Performance, 2008–2009 Jul-10
Exhibit: Corporate DB Sponsors' Implementation of LDI, 2Q 2009 vs. 4Q 2009 Jul-10
Distribution Solutions: Do-si-do Jul-10
Exhibit: Projected Asset Marketshare by Channel, 2008–2012E Jul-10
Exhibit: Percentage of Mutual Fund and Separate Account Sales Influenced by the Professional Buyer at Broker/Dealers, 2009 Jul-10
Exhibit: The Degree with Which Asset Managers Agree with Statements Regarding Focus Lists, 2010 Jul-10
Exhibit: Backward Integration: Acquiring ownership of one’s supply chain Jul-10
Quantitative Insights Jul-10
Target-Date Funds Jul-10
Exhibit: Target-Date Funds Jul-10
Exhibit: DC Plan Sponsors' Intentions to Enhance Plans, 2010 Jul-10
Exhibit: Likelihood of Attributes in Next Generation of Target-Date Funds, 2010 Jul-10
Product Development Jul-10
Exhibit: Likelihood of Attributes in Next Generation of Target-Date Funds, 2010 Jul-10
Exhibit: Asset Managers Rate Product Development Focus for Various Investment Vehicles, 2010 Jul-10
Exhibit: Asset Managers Describe Attitude Toward Product Development Given Volatility of Investor Flows, 2010 Jul-10
Exhibit: Asset Managers Describe Openness of Distributors to Adding Products to Platforms Post-Market Crisis, 2010 Jul-10
Exhibit: Asset Managers Rate Main Drivers of Product Innovation in the Next 1-3 Years, 2010 Jul-10
Exhibit: Top Strategies Being Requested by Professional Buyers, 2010 Jul-10
Post-Crisis Marketing Issue: Making Lemonade Jun-10
Exhibit: Reasons Asset Management Wholesalers Believe Advisors Do Business with Them, 2Q 2010 Jun-10
Post-Crisis Brand Strategy: Look at Us Now Jun-10
Exhibit: Future of Brand's Importance in the Retail Intermediary Marketplace, 2007–2009 Jun-10
Exhibit: Challenges in Implementing Product Strategy, 2010 Jun-10
Exhibit: Plans for Future Advertising by Media Outlet, 2009 Jun-10
Post-Crisis Value-Add Programs: Who Are You? Jun-10
Exhibit: Wholesalers' Greatest Challenge, 2Q 2010 Jun-10
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Exhibit: Sales Managers: Most Effective Types of Marketing to Use with Advisors, 2009 Jun-10
Exhibit: Wholesalers' Primary Value to Advisors, 2Q 2010 Jun-10
Exhibit: Wholesaler-Advisor Comparison: Years as Wholesaler vs. Years as Advisor, 2009 Jun-10
Post-Crisis Variable Annuity Marketing: Wanted: New Cash Jun-10
Exhibit: Household Opinion of Annuities, 2009 Jun-10
Exhibit: Greatest Challenge in Marketing Variable Annuities, 2010 Jun-10
Exhibit: Most Significant Long-Term Impact of the Market Crisis on the Development and Positioning of Variable Annuities, 2010 Jun-10
Exhibit: Percentage of Variable Annuity Target-Risk Fund Sales Attributable to Living Benefit Requirements, 2010 Jun-10
Quantitative Insights Jun-10
Wholesalers Jun-10
Exhibit: Wholesalers Rate the Quality of Competitive Information They Receive from Their Firms, 2Q 2010 Jun-10
Exhibit: Wholesalers Rate Elements of a Successful Sales Idea, 2Q 2010 Jun-10
Advertising and Marketing Jun-10
Exhibit: Trade Publications Advertising Focus, 2009 Jun-10
Exhibit: Sales Managers Rate the Most Important Element of a Successful Marketing Piece, 2009 Jun-10
Consumer Ratings for Product Providers Jun-10
Exhibit: Top-Ranked Providers of Mutual Funds for Households Considering a Mutual Fund Purchase, 2009 Jun-10
Exhibit: Households' Rating Impression of Retirement Providers by Age Range, 2009 Jun-10
Financial Advisors Jun-10
Exhibit: Advisors' Greatest Competition for Clients by Advisor Channel, 2009 Jun-10
Exhibit: Client Segmentation Strategies by Client Net Worth, 2009 Jun-10
Shelf Space Issue: Top Shelf May-10
Exhibit: Greatest Challenges for Asset Managers, 2009 May-10
Product Design: Shelf Ready May-10
Exhibit: Percentage of Mutual Fund and Separate Account Sales Influenced by the Professional Buyer at Broker/Dealers, 2009 May-10
Exhibit: Category Rotation, 2006 vs. 2009 May-10
Case Study: Vanguard: Rotating and Vanguarding May-10
Exhibit: Top-10 New Funds Based on Net Flows, February 2010 May-10
Exhibit: Schwab's New ETF Lineup vs. Similar ETFs, February 2010 May-10
Case Study: Natixis: Standing Out on the Shelf May-10
Key Accounts: Armed and Ready May-10
Exhibit: Typical Asset Manager Salesforce Headcount by Functional Role, 2009 May-10
Exhibit: Expected Change in Salesforce Headcount by Functional Role, 2009 May-10
Exhibit: Wholesalers' Most Desired Information from Key Accounts Team, 2010 May-10
Investor-Focused Product Solutions: I is for Investor May-10
Exhibit: Households’ Most Important Financial Goals, 2009 May-10
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Exhibit: I-FOCUSED Criteria May-10
Exhibit: Households' Trust of Financial Firms, 2009 May-10
Quantitative Insights May-10
Financial Advisors May-10
Exhibit: Wholesalers' Opinions About B/Ds' Technology Platforms, 2010 May-10
Exhibit: Headcount of Top-25 Broker/Dealers as a Percentage of Industry Headcount, 2004-2009E May-10
Fund Categories May-10
Exhibit: Category Rotation, 2005, 2007, 2009 May-10
Exhibit: Top-Selling Mutual Funds and Some of Their Attributes, February 2010 May-10
Advisor Concerns May-10
Exhibit: Advisor Concerns for Investors’ Financial Well-Being, 2009 May-10
Shelf Space May-10
Exhibit: Asset Manager Control Over Shelf Space Variables May-10
Mergers & Aquisitions Issue: Under Pressure Apr-10
Exhibit: Pressures on the Investment Management Industry, 2010 Apr-10
Case Studies of Asset Management Mergers: Virtuous versus Vicious Apr-10
Exhibit: Alliance Capital Management and Sanford C. Bernstein Pre-Merger Characteristics, June 30, 2000 Apr-10
Exhibit: TCW Mutual Fund Assets and Flows, August 2009–January 2010 Apr-10
Exhibit: Mutual Fund Overlap: Invesco Aim and Morgan Stanley/Van Kampen Funds by Morningstar Category, 2009 Apr-10
Exhibit: Enhanced Fixed-Income Capabilities After the Merger of Invesco Aim and Morgan Stanley/Van Kampen, 4Q 2009 Apr-10
Strategies for Growth Beyond M&A: Merge Ahead: Choose Alternate Route Apr-10
Exhibit: Potential Merger Pitfalls for Investment Managers, 2010 Apr-10
Exhibit: Asset Managers' View on Whether Distributors Are More Reliant Today on Focus Lists, 2010 Apr-10
Exhibit: Asset Managers' View on Focus List Effectiveness When Distribution Is Contingent on List Being Limited to a Small Number of Managers, 2010 Apr-10
Exhibit: Financing Decision Tree, 2010 Apr-10
Investment Consulting: Clashing Desires Apr-10
Exhibit: Top-20 Consulting Firms By Global AUA, 2009 Apr-10
Exhibit: Global Single-Manager Hedge Fund Assets, 1999–2009 Apr-10
Exhibit: Private DB Net Flows, 2009E–2014E Apr-10
Exhibit: Private DB Asset Allocation, 2008 Apr-10
Exhibit: Percent of Private Defined Benefit Plans That Use a Consultant, 2009 Apr-10
Quantitative Insights Apr-10
Growth Strategies Apr-10
Exhibit: Wealth Management M&A Metrics, 1998–2008 Apr-10
Exhibit: Selected Multiaffiliate Firms, January 2010 Apr-10
Firm Contractions Apr-10
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Exhibit: Announced Layoffs, 2008–2009 Apr-10
Exhibit: Net Change in Number of Mutual Funds, 2004–2009 Apr-10
Hedge Funds and Funds of Hedge Funds Apr-10
Exhibit: Single-Manager Hedge Funds and Funds of Hedge Funds Net Flows, 4Q 2007–4Q 2009 Apr-10
Exhibit: Distressed Investing: Pressures on Hedge Funds and Funds of Hedge Funds, 2010 Apr-10
Mutual Funds Apr-10
Exhibit: Top and Bottom Morningstar Categories by Flows, 12-Months Ending January 2010 Apr-10
Exhibit: Top-20 Mutual Fund Managers by Net Flows, 12 Months Ending January 2010 Apr-10
Underrated Channels Issue: Catch an Underserved Star Mar-10
Exhibit: Expectation for Most Complicated Salesforce Issue, 2010 Mar-10
Direct Provider and Discount Brokerage Channels: Don’t Discount the Discounters Mar-10
Exhibit: Cerulli Wealth Tiers, 2010 Mar-10
Exhibit: Licenses and Designations Advisors Hold by Core Market, 2009 Mar-10
Exhibit: Retail Addressable Markets by Net Worth Range, 3Q 2009E Mar-10
Exhibit: Top-10 Managed Account Program Sponsors Across All Industry Segments, 4Q 2009 Mar-10
Regional Broker/Dealers and Managed Accounts: Regionally Speaking Mar-10
Exhibit: Total Managed Accounts Assets by Channel Scorecard, 2007–2009 Mar-10
Exhibit: Top Regional Broker/Dealer Sponsors by Managed Account Assets, 4Q 2009 Mar-10
Exhibit: Percentage of Client Assets Held in Managed Accounts by Channel, 2009 Mar-10
Exhibit: Managed Accounts Penetration of Advisor-Distributed Assets in Selected Channels, 2008 Mar-10
Insurance General Accounts: Land of Opportunity Mar-10
Exhibit: Insurers Partner with Asset Managers Mar-10
Exhibit: Total Insurance General Account Assets and Growth, 1998–2008 Mar-10
Exhibit: Top 20 Managers of Unaffiliated Insurance General Account Assets, 2007–2008 Mar-10
Quantitative Insights Mar-10
Manager Growth and Challenges Mar-10
Exhibit: Greatest Challenges for Asset Managers, 2009 Mar-10
Exhibit: Drivers of Future Growth for Asset Managers, 2009 Mar-10
Institutional Managers Mar-10
Exhibit: Institutional Manager: Historical and Expected Asset Bases by Marketplace, 2009 Mar-10
Exhibit: Institutional Manager: Channel Profitability Rankings, 2009 Mar-10
Retail Managers Mar-10
Exhibit: Retail Manager: Expected Future Asset Growth by Client/Product Type, 2009 Mar-10
Exhibit: Retail Manager: Third-Party Distributed Channel Profitability Rankings, 2009 Mar-10
Advisor Channels Mar-10
Exhibit: Headcount of Top 25 Broker/Dealers as a Percentage of Industry Headcount, 2004–2009E Mar-10
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Exhibit: Salesforce Resource Allocation by Channel, 2009 vs. 2012E Mar-10
Alternatives Issue: Defending the Portfolio Feb-10
Exhibit: Alternatives Role in Portfolio Construction, 2010 Feb-10
Exhibit: Factors Driving Asset Manager Interest in Alternative Investments, 2010 Feb-10
Distribution of Alternatives: All the Right Moves Feb-10
Exhibit: Number of New Alternative Mutual Funds Launched, 2005–October 2009 Feb-10
Exhibit: Greatest Challenges in the Development and Distribution of Alternative Investments, 2010 Feb-10
Exhibit: Alternatives versus Traditional Investments: Education and Marketing to Advisors, 2010 Feb-10
Exhibit: Advisor Opinion of Alternative Investments, 2009 Feb-10
Definition Box: Alternative Investments Feb-10
Case Study: Rydex Investments (GetAlts.com) Feb-10
Alternative ETFs: Small but Significant Feb-10
Exhibit: Advisor Use of ETFs by Asset Class, 2009 Feb-10
Exhibit: Approach to ETF Use in Portfolio Construction by Financial Advisor Channel, 2009 Feb-10
Exhibit: ETF Sponsors' Plans for New ETFs by Asset Class, 2009 Feb-10
Alternatives in Managed Accounts: It’s the Intent, not the Vehicle Feb-10
Exhibit: Challenges for Placing Alternative Investment Vehicles on Managed Account Platforms Feb-10
Exhibit: Sponsor Opinion of the Role of ETFs Within Different Asset Classes of Managed Accounts in the Last 12 Months vs. Next 24 Months, 2009 Feb-10
Quantitative Insights Feb-10
Alternative Strategies Feb-10
Exhibit: Reasons Advisors Employ Certain Alternative Investments, 2009 Feb-10
Exhibit: Alternatives Focus by Distribution Channel, 2010 Feb-10
Alternative Mutual Fund and ETFs Feb-10
Exhibit: Alternative Mutual Fund Assets, 2003–2009 Feb-10
Exhibit: Alternative Mutual Fund Net Flows, 2003–2009 Feb-10
Exhibit: Top 15 Alternative Mutual Fund Managers, 2009 Feb-10
Exhibit: Alternative ETF Assets, 1999–2009 Feb-10
Active ETFs Feb-10
Exhibit: ETF Sponsors' Plans for New ETFs: Passive vs. Active, 2009 Feb-10
Exhibit: Financial Advisors' Opinion of Active ETFs by Core Market, 2009 Feb-10
High Net Worth Issue: Moving Out of Richistan Jan-10
Exhibit: Forbes' Cost of Living Extremely Well Index vs. Consumer Price Index, 1976–2009 Jan-10
Wealth Management Through an Asset-Liability Framework: Not Just for Pension Funds Anymore Jan-10
Exhibit: Applying an Asset-Liabilities Framework to Wealth Management, 2009 Jan-10
Exhibit: Asset Allocation Viewed Through a Liquidity Lens, 2009 Jan-10
Exhibit: Desire for Written Financial Plan by Investable Asset Range, August 2008 vs. June 2009 Jan-10
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Exhibit: Household Liabilities by Liability Type and Net Worth Range, 3Q 2009E Jan-10
HNW Provider Relationships: Relationships at Risk Jan-10
Exhibit: Top-Tier Advisors' Allocation to Selected Investment Products, 2008 vs. 2009 Jan-10
Exhibit: Percent of Clients Using Two or More Financial Advisors by Client Investable Assets, August 2008 vs. June 2009 Jan-10
Exhibit: Top Reasons for Satisfaction with Primary Advisor by Client Investable Assets, August 2008 vs. June 2009 Jan-10
Distribution: The Imbalance of Power Jan-10
Exhibit: Selected Wealth Management Transactions, 2008 Jan-10
Exhibit: Selected Asset Management Transactions, 2009 Jan-10
Exhibit: Open Architecture Estimates Across Private Wealth Channels, 3Q 2009 Jan-10
Exhibit: High-Net-Worth Providers: Differentiating Factors, 2009 Jan-10
Quantitative Insights Jan-10
Investor Profile and Opinion Jan-10
Exhibit: Cerulli Wealth Tiers, 2009 Jan-10
Exhibit: Number of Financial Advisors Used by Households, by Investable Asset Range, August 2008 vs. June 2009 Jan-10
Exhibit: Households' Reasons for Switching Primary Provider, August 2008, December 2008, and June 2009 Jan-10
Exhibit: Households' Trust That Financial Services Firms are Looking Out for Their Best Interests, December 2008 vs. June 2009 Jan-10
High-Net-Worth Providers Jan-10
Exhibit: Projected High-Net-Worth Provider AUM by Firm Type, 2005-2013E Jan-10
Exhibit: High-Net-Worth Providers Select Ways in Which Conversations with Clients Has Changed, 3Q 2009 Jan-10
Exhibit: HNW Providers Report Changes in Level of Fees, 3Q 2009 Jan-10
Exhibit: HNW Providers Report Most Effective Approach Taken When Clients Become Unprofitable, 3Q 2009 Jan-10
Annual Readers’ Survey Issue: Tell Us About It Dec-09
Exhibit: Greatest Firm Challenge in Past Year, 2009 Dec-09
Wirehouse Teams: Capturing A-Team Assets Dec-09
Exhibit: Strategies for Organizational Efficiency, 2009 Dec-09
Exhibit: Wirehouse Advisor Practices by Tier, 3Q 2009 Dec-09
Exhibit: Wirehouse Advisor Practice Staffing by Tier, 3Q 2009 Dec-09
Exhibit: Services Provided by Wirehouse Advisor Practices by Tier, 3Q 2009 Dec-09
Asset Allocation: In Search of a Better Beta Dec-09
Exhibit: Investor Needs Driving Product Strategy Focus in 2010 Dec-09
Exhibit: Evolution of the Fully-Invested Mandate, 1970–1999 Dec-09
Exhibit: Asset Managers Indicate How They Differentiate Their Target-Date and Risk-Based Funds from Competition, 2009 Dec-09
Exhibit: Global Single-Manager Hedge Fund Assets and Performance by Sector/Strategy, 3Q 2008–3Q 2009 Dec-09
Mutual Fund Fees: Mutual Fund Anxiety Dec-09
Exhibit: Defining Distribution Costs Dec-09
Exhibit: Greatest Regulatory Impact in Coming Year, 2009 Dec-09
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Exhibit: Trends Impacting Share Class Pricing, 2009 Dec-09
Exhibit: Top 10 U.S. ETF Managers, 3Q 2009 Dec-09
Quantitative Update Dec-09
Reader Survey 2008 vs. 2009 Dec-09
Exhibit: Expectations for the Greatest Business Challenge in the Coming Year, 2009 vs. 2010 Dec-09
Exhibit: Expectation for Most Complicated Salesforce Issue, 2009 vs. 2010 Dec-09
Financial Markets’ Strategy Dec-09
Exhibit: Greatest Lesson Learned from the Market Activity of Recent Years, 2009 Dec-09
Exhibit: Market Performance Expectations for 2010 Dec-09
Marketing Strategy Dec-09
Exhibit: Watchwords for 2010 Dec-09
Exhibit: Primary Vehicle or Product Focus for 2010 Dec-09
Product Strategy Dec-09
Exhibit: Retail Manager: Expected Future Asset Growth by Client/Product Type, 2009 Dec-09
Exhibit: Institutional Manager: Expected Future Asset Growth by Client/Product Type, 2009 Dec-09
Product Issue: Through the Wringer Nov-09
Exhibit: Total U.S. Assets Under Management, 1998–2008 Nov-09
Exhibit: The Retail Product Marketplace: What Has Changed, What Hasn’t Changed? Nov-09
Exhibit: Percent of Equity Mutual Fund Assets by Total Fee Quartile, 2004–2008 Nov-09
Product Marketing: All A Twitter Nov-09
Exhibit: Future of Brand’s Importance in the Retail Intermediary Marketplace, 2007–2009 Nov-09
Exhibit: Sales Managers: Most Effective Types of Marketing to Use With Advisors, 2009 Nov-09
Exhibit: Plans for Future Advertising by Media Outlet, 2009 Nov-09
Exhibit: Wholesalers vs. Advisors: Reasons Advisors Choose Asset Managers, 2Q 2009 Nov-09
Closed-End Funds: An Opportunity Not to be Discounted Nov-09
Exhibit: Number of New Closed-End Funds, 1998–August 2009 Nov-09
Exhibit: Closed-end Fund Assets by Type: Equity vs. Bond, 1998–August 2009 Nov-09
Exhibit: Marketshare of Top Closed-End Fund Managers, August 2009 Nov-09
Exhibit: Assets in New Closed-End Funds, August 2009 Nov-09
Retirement Income Products: The Process of Product Allocation Nov-09
Exhibit: Growth in Retirement Income Opportunity Household Investable Assets 2004, 2008E and 2012E Nov-09
Exhibit: Target-Date Fund Average Total Returns, 2008 Nov-09
Quantitative Update Nov-09
Addressable Marketplace and Market Segmentation Nov-09
Exhibit: U.S. Market Sizing Components, 2003–2008 Nov-09
Exhibit: U.S. Market Sizing Component Growth Rates, 1998–2008 Nov-09
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Exchange-Traded Funds Nov-09
Exhibit: ETF Sponsors Anticipate ETF Asset Growth in the Next Few Years, 2009 Nov-09
Exhibit: ETF Sponsors Rate Biggest Challenge for the Industry in Next Few Years, 2009 Nov-09
Exhibit: Influential Reasons for Advisor Adoption of ETFs, 2Q 2009 Nov-09
Exhibit: Index ETF and Mutual Fund Net Flows 1998–August 2009 YTD Nov-09
Retirement Planning Segmentation Nov-09
Exhibit: Age Stage Risks and Product Allocation Opportunities, 2009 Nov-09
Readers’ Choice Issue Oct-09
Question 1: Has the asset management industry changed fundamentally? Oct-09
Exhibit: Estimated Mutual Fund Flows, 2Q 2008–2Q 2009 Oct-09
Exhibit: Channel Prioritization Considerations Oct-09
Question 2: What impact will the changing regulatory framework have on the asset management industry? Oct-09
Exhibit: Changes to the Compliance Function Over the Past Year, 2009 Oct-09
Exhibit: Governance Standards Applicable to Financial Advisors Oct-09
Question 3: How can asset management firms achieve scale to ensure profitability? Oct-09
Exhibit: Sales Management: Obstacles to Moving Away from a Gross Sales Focus, 2009 Oct-09
Exhibit: Recent M&A Activity, 2Q 2009–3Q 2009 Oct-09
Exhibit: Wide-Scale Panic: Size and Scale of the Mutual Fund Industry, July 2009 Oct-09
Question 4: How has portfolio construction changed? Oct-09
Exhibit: Importance of ETF Attributes, 2Q 2009 Oct-09
Exhibit: Percentage of Mutual Fund and Separate Account Sales Influenced by the Professional Buyer at Broker/Dealers, 2008 vs. 2009 Oct-09
Question 5: What will be the most important changes to the distribution landscape? Oct-09
Exhibit: Headcount of Top-25 Broker/Dealers as a Percentage of Industry Headcount, 2004–2009E Oct-09
Exhibit: Marketshare of Institutional Client Assets by Distribution Method, 2003–2008 Oct-09
Question 6: What products are poised to gather the most assets? Oct-09
Exhibit: Advisors’ Expected Change in Product Allocation, 2Q 2009 Oct-09
Exhibit: Mutual Fund Net New Flows by Morningstar Rating, 2003–2Q 2009 YTD Oct-09
Quantitative Insights Oct-09
Exhibit: Marketing vs. Sales Management: Elements of a Successful Marketing Piece, 2009 Oct-09
Exhibit: Expectation for Change in Personnel by Function Within the Next Three Years, 2009 Oct-09
Exhibit: Estimated Net Collective Investment Trust Flows, 2Q 2009 Oct-09
Exhibit: Forecast Growth in Open Architecture at FDIC Insured Institutions, 2008–2013E Oct-09
Exhibit: Advisor Marketshare by Employee and Independent Advisors, 2004–2008 Oct-09
Exhibit: Reasons Advisors Choose an Asset Manager, 2Q 2009 Oct-09
Exhibit: Household Risk Level, August 2008- August 2009 Oct-09
Exhibit: Households’ Belief that Financial Firms Have Investors’ Best Interest in Mind, December 2008 vs. August 2009 Oct-09
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Exhibit: Variable Annuity Growth Opportunities, Insurance Company and Asset Manager Perspectives, 2009 Oct-09
Exhibit: Advisor Assessment of Annuities as Rollover Vehicles, 2008 Oct-09
Exhibit: 401(k) Sales, May 2008 Compared to May 2009 Oct-09
Exhibit: Impact of Economic Turmoil on IRA Rollovers, Six Months Ending May 2009 Oct-09
Exhibit: Top Unified Managed Account Programs, 2Q 2009 Oct-09
Exhibit: Role of ETFs in Managed Account Portfolio Construction in the Last 12 Months vs. Next 24 Months, 2009 Oct-09
Salesforce Structure Issue: Second-Chance Dance Sep-09
Exhibit: Planned Salesforce Increases vs. Actual Change in Staffing, 2008–2009 Sep-09
Distribution Strategy: Choosing Dance Partners Sep-09
Exhibit: Addressable Retail Assets per Channel and Advisor, 2008 Sep-09
Exhibit: Asset Breakdown by Channel, 2007–2012E Sep-09
Exhibit: Most Commonly Targeted Distribution Outlets for Asset Managers, 2009 Sep-09
Exhibit: Salesforce Resource Allocation by Channel, 2009 vs. 2012E Sep-09
E-Wholesalers and Hybrid Wholesalers: Virtual Dancing Sep-09
Exhibit: Implementation of E-Wholesaler/Hybrid Role, 2009 Sep-09
Exhibit: E-Wholesaler/Hybrid Time Allocation, 2009 Sep-09
Exhibit: Primary Strategy of E-Wholesaler/Hybrid, 2009 Sep-09
Exhibit: E-Wholesaler/Hybrid Compensation, 2009 Sep-09
Variable Annuities: Safety Dance Sep-09
Exhibit: Percentage of Variable Annuity Contracts that Impose Investment Restrictions by Rider, 2009 Sep-09
Exhibit: Wholesalers vs. Advisors: Consideration of Wholesaler Relationship as a Key Criterion in Selecting an Annuity Provider, 2009 Sep-09
Exhibit: Asset Manager Strategies to Communicate with VA Distribution Firms and Advisors, 2009 Sep-09
Quantitative Insights Sep-09
Wholesaler Challenges Sep-09
Exhibit: Comparison of Important Wholesaler Skills vs. Their Own Skill Level, 2009 Sep-09
Exhibit: Wholesaler-Advisor Comparison: Years as Wholesaler vs. Years as Advisor, 2Q 2008 Sep-09
Wholesaler Compensation Sep-09
Exhibit: Wholesaler Compensation, 2009 Sep-09
Exhibit: Current vs. Ideal Breakdown of Wholesaler Compensation, 2009 Sep-09
Exhibit: Sales Management: Obstacles to Moving Away from a Gross Sales Focus, 2009 Sep-09
Internal Wholesalers Sep-09
Exhibit: Ratio of Wholesalers to Internal Sales Desk Representatives, 2009 Sep-09
Divisional Sales Management Sep-09
Exhibit: Ratio of Wholesalers to Divisional Sales Managers, 2009 Sep-09
Exhibit: Divisional Sales Manager Time Allocation, 2009 Sep-09
New Reality Issue: When One Door Closes, Another Opens Aug-09
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Exhibit: Asset Managers Rank Greatest Challenges in Next 2–3 Years, 2009 Aug-09
Exhibit: Market Impact on Asset Managers Expansion and Contraction Plans, 2009 Aug-09
Product Opportunity: No Universal Key Aug-09
Exhibit: Target-Date and Risk-Based Fund Challenges for Asset Management Firms, 2009 Aug-09
Exhibit: Target-Date Funds by Portfolio Assets, April 2009 Aug-09
Exhibit: Traditional Equity vs. Fixed-Income and Alternative ETF Assets, May 2009 Aug-09
Marketing and Distribution: Internal Ops Aug-09
Exhibit: Impact of Budget Reduction, 2009 Aug-09
Exhibit: Plans for Marketing Materials/Communication, 2009 Aug-09
Exhibit: Impact of Market Crisis on Compliance, 2009 Aug-09
Exhibit: Change to RFPs Post-Market Crisis, 2009 Aug-09
Managed Accounts: Planets Versus the Sun Aug-09
Exhibit: Asset Managers' Three-Year Outlook for Managed Account Distribution Potential by Channel, 2009 Aug-09
Exhibit: Asset Manager Managed Account Addressability, 2009 Aug-09
Exhibit: Top 10 Sponsor Year-Over-Year Growth Rate in Total Managed Account Assets, 1Q 2009 Aug-09
Quantitative Update Aug-09
Brand Management Aug-09
Exhibit: Asset Managers Predict the Future Importance of Their Brand in the Retail Intermediary Marketplace, 2009 Aug-09
Exhibit: Consumer Advertising: Primary and Secondary Focus, 2009 Aug-09
Product Development Aug-09
Exhibit: Long-Term Open-End Mutual Funds Eliminated vs. Funds Created, 2004–May 2009 YTD Aug-09
Exhibit: Number of New Products Slated for Launch During the Next 12 Months, 2007 vs. 2008 Aug-09
Financial Advisor Sentiment Aug-09
Exhibit: Advisor Selected Product Mix, 2008 vs. 2Q 2009 Aug-09
Exhibit: Advisor Method of Risk Assessment, 2Q 2009 Aug-09
Investor Sentiment Aug-09
Exhibit: Household Risk Level by Investable Asset Range, August 2008 vs. December 2008 Aug-09
Exhibit: Household Risk Level by Age Range, August 2008 vs. December 2008 Aug-09
Asset Allocation Issue: Goodbye, Free Lunch Jul-09
Exhibit: Russell Investments Investment Manager Outlook, March 2009 Jul-09
Fixed-Income Opportunities: Bonds on Steroids Jul-09
Exhibit: Shifts in Advisor Product Allocations in the Last Year, 4Q 2008 Jul-09
Exhibit: Expected Changes in Asset Allocation: Fixed-Income Core, Fixed-Income Core-Plus, Long-Duration Fixed, 1Q 2009 Jul-09
Exhibit: Largest Institutional Managers of Core-Plus Bond Strategies, 2008 Jul-09
Exhibit: Intermediate Bond Category Fund Flows, April 2009 Jul-09
Model Portfolio Distribution Opportunities: The Best Is Yet to Come Jul-09
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Exhibit: Model Portfolio Asset Allocation, 1Q 2009 Jul-09
Exhibit: Expectations Versus Actual Separate Account Business Sourced Through Models, 2007 vs.1Q 2009 Jul-09
Exhibit: Managers Feel Little Comfort Regarding the Model Portfolio Information They Receive, 2009 Jul-09
Special Report: Follow the Money Jul-09
Exhibit: Separate Account Program Asset Allocation Shift, 2001–2008 Jul-09
The Advisor Perspective: Feeling Responsible Jul-09
Exhibit: Asset Allocation Roulette Wheel Jul-09
Exhibit: Factors Affecting IMCA Advisor Determination of Asset Allocation Strategies, 2008–1Q 2009 Jul-09
Exhibit: IMCA Advisor Usage of Portfolio Construction Strategies, 2006–1Q 2009 Jul-09
Quantitative Insights Jul-09
Product Trends Jul-09
Exhibit: 2010 Target-Date Fund Asset Allocation, May 2009 Jul-09
Exhibit: Asset Managers: Investment Products That Advisors Are Requesting, 2008 Jul-09
Manager and Investor Sentiment Jul-09
Exhibit: Manager Risk Aversion, 4Q 2008 vs. 1Q 2009 Jul-09
Exhibit: Household Confidence That Investments Are On Track For Retirement, May 2008 vs. November 2008 Jul-09
Institutional Allocation and Strategies Jul-09
Exhibit: Public Funds Asset Allocation, April 29, 2009 Jul-09
Exhibit: Pension Plan Investment Strategies, Spring 2009 Jul-09
Allocation Trends Jul-09
Exhibit: Areas of New U.S. Retail Product Development Being Considered, 2007 vs. 2008 Jul-09
Exhibit: Frozen DB Plans’ Investment Strategies, January 2009 Jul-09
Retail Investors Issue: Doing it Wrong Jun-09
Exhibit: Mutual Fund Net Flows by Fund Type, 1998–1Q 2009 Jun-09
Retail Investors and the Current Market: Getting to Know You Jun-09
Exhibit: Advisor Reported Change in Client Communication, 4Q 2008 Jun-09
Exhibit: Percent of Households That Sold Stocks as Result of Recent Financial Events by Household Advice Orientation, December 2008 Jun-09
Exhibit: Percent of Investors Identifying Themselves as "Conservative Investors" by Household Investable Asset Range, August 2008 vs. December 2008 Jun-09
Exhibit: Fixed Annuity Assets and Growth, 2006–2008E Jun-09
Retail Investors and Distribution Strategy: Pinpoint Accuracy Jun-09
Exhibit: Primary Provider Channel by Investable Asset Range, 2008 Jun-09
Exhibit: Core Market by Channel, 1Q 2009 Jun-09
Exhibit: Percentage of Advisor Clients Receiving Services by Core Market, 1Q 2009 Jun-09
Exhibit: Advisor Product Mix by Core Market, 1Q 2009 Jun-09
Retail Investor and Retirement Opportunities: Paint by Numbers Jun-09
Exhibit: Projected Annual New IRA Rollover Contributions, 2008E–2013E Jun-09
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Exhibit: Retirement Rollover Product/Services Continuum Jun-09
Exhibit: Net Flows of Target-Date/Lifecycle and Risk-Based/Lifestyle Funds, 1999–1Q 2009 Jun-09
Quantitative Insights Jun-09
Retail Investor Advice Delivery Preferences Jun-09
Exhibit: Household Advice Orientation, 2005–2008 Jun-09
Exhibit: Advice Orientation by Investable Asset Range, 2008 Jun-09
Exhibit: Number of Financial Advisors Used, 2008 Jun-09
Exhibit: Desire for Written Financial Plan by Investable Asset Range, 2008 Jun-09
Exhibit: Percent of Assets with Primary Provider by Primary Provider Channel, 2008 Jun-09
Exhibit: Reason for Satisfaction with Primary Advisor by Investable Asset Range, 2008 Jun-09
Retail Investor Retirement Planning Preferences Jun-09
Exhibit: Consulted Financial Advisor for Retirement Advice by Age, 2008 Jun-09
Exhibit: Sources of Retirement Planning Information by Age Range, 2008 Jun-09
Alternatives Issue: Storm Swept May-09
Exhibit: Allocation of New Product Development by Investment Strategy, November 2008 May-09
Product Strategy: This Product Is Extremely Hot May-09
Definition Box: Defining Alternatives from a Retail-Third-Party Perspective May-09
Exhibit: Alternative Investment Product Strategy Dynamics May-09
Exhibit: Alternative and Traditional Mutual Fund Net Flows, 2003–February 2009 May-09
Exhibit: Asset Managers’ Targeted Wealth Tiers for Retail Third-Party Alternative Investment Distribution, 2008E May-09
Gatekeepers: A Place on the Platform May-09
Case Study: TFS Capital- Up in the Down Market May-09
Exhibit: Products That Asset Managers Say Advisors Are Requesting, November 2008 May-09
Exhibit: Asset Managers Indicate Areas of Demand for Alternatives, 2008 May-09
Exhibit: Level of Difficulty Among Various Support Requirement for Alternatives, 2008 May-09
Exhibit: Gatekeepers’ Organizational Structure May-09
Hedge Funds and Fund of Hedge Funds: When the Tide Goes Out… May-09
Exhibit: Predicted Shift of Institutional Allocations, 2009 May-09
Exhibit: Institutional Investors Prefer FoHFs, 2009 May-09
Exhibit: Scalable Hedge Fund Strategies, 2009 May-09
Case Study: Rydex Investments- It’s Not the Same Old Market May-09
Quantitative Insights May-09
Asset Manager Perspective May-09
Exhibit: Asset Managers’ Primary Criteria for Defining Alternatives: Strategy, Asset Class, or Vehicle, 2008 May-09
Exhibit: Asset Manager Consensus in Most Categories Clarifies the Definition of Alternatives, 2008 May-09
Product Development May-09
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Exhibit: Main Drivers of Product Innovation, 2008 May-09
Exhibit: Asset Managers Cite the Biggest Challenges to the Development and Delivery of Alternatives (Excluding ETFs) for the Retail Third-Party Marketplace, 2008 May-09
Exhibit: New U.S. Retail Product Plans: Equity, Fixed-Income, and Alternative Asset Classes, 2007 vs. 2008 May-09
Exhibit: Asset Managers Report Average Seed Capital Used to Fund Alternative Products (Excluding ETFs) Compared with Traditional Products, 2008 May-09
Advisor Perspective May-09
Exhibit: Super Users of Alternative Investments, 2008 May-09
Exhibit: Portfolio-Construction Driven Reasons Advisors Use Certain Alternatives and Other Strategies, 2008 May-09
Risk Management Issue: Rethinking Risk Management Apr-09
Exhibit: The Impact of Market Volatility on Risk Management Policies, October 2008 Apr-09
Portfolio Management: Safety Nets are de Rigueur Apr-09
Exhibit: Preliminary Stock Market Performance by Sector, 2008 Apr-09
Exhibit: Market Breadth by Calendar Year, 2000–2008 Apr-09
Definition Box: Enterprise Risk Management Defined Apr-09
Exhibit: Apple Inc.—Portfolio Risk Management vs. Enterprise Risk Management, 2008 Apr-09
Exhibit: Integrating Investment Process with Risk Management Apr-09
Enterprise Risk: Risk within Risk Apr-09
Exhibit: Risk Measures: Comparison of Value at Risk, Modified Value at Risk, and Conditional Value at Risk Apr-09
Exhibit: Measuring Risk in Benchmarked Portfolios Apr-09
Institutional Risk Management: Trouble Sleeping Apr-09
Exhibit: S&P 500 Company DB Assets and S&P 500 DB Plan Funding Levels, 1999–2007 Apr-09
Exhibit: Institutional Managers: Most Important Theme in the Future DB Investment Management, 2008 Apr-09
Exhibit: Sponsors’ Views on Primary LDI Goals, SEI Survey of 226 DB Plan Sponsors, 2008 Apr-09
Quantitative Update Apr-09
Enterprise Risk Management Apr-09
Exhibit: Most Effective Steps for Succession Planning, 2008 Apr-09
Exhibit: Asset Manager Perspective: Improving Performance Through Attribution Analysis, 2008 Apr-09
Risk Management Personnel Apr-09
Exhibit: Interaction of Risk Officers and Portfolio Managers, 2008 Apr-09
Exhibit: Risk Management through the Interaction of Investment Professionals, 2008 Apr-09
Risk Management Policies Apr-09
Exhibit: Consistency of Investment Process Across Broad Strategies, 2008 Apr-09
Exhibit: Managers’ Risk Control Capabilities, 2008 Apr-09
Product Development Apr-09
Exhibit: Performance of Analyst-Led Research Funds, 2008 Apr-09
Exhibit: Incubation and Paper Trading Prior to Launching Hedging Portfolios, 2Q 2008 Apr-09
Corporate Organization Issue: And Then There Were Fewer… Mar-09
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Exhibit: Plans for Organizational Change in Asset Managers’ Salesforces, 2008 Mar-09
Wirehouses: Shaping Up Mar-09
Exhibit: Percentage of Advisors Working for the 25 Largest Broker/Dealers, 2004–2008E Mar-09
Exhibit: Wachovia-Wells Fargo Financial Advisor Organizational Chart, 2009 Mar-09
Exhibit: Top 10 Bank Broker/Dealers, 2007 vs. 2009E Mar-09
Exhibit: Advisor Core Market by Channel, 2008 Mar-09
Advisor Affiliation: Shipping Out Mar-09
Exhibit: Factors Influencing Advisors’ Decision to Choose Independence Mar-09
Exhibit: Advisor Opinion of Dually Registered Business Model, 2008 Mar-09
Exhibit: Recent Advisor Consideration of Switching Firms, 4Q 2008 Mar-09
Synthetic Intermediation: The Medium Is the Message Mar-09
Exhibit: The Minefield of Interrelated Risk Mar-09
Exhibit: Asset Managers Rank Prevalence of New Product Features of Future Target-DateFunds, 2008 Mar-09
Exhibit: Asset Managers Evaluate Competitive Threat of Investment Consultants’ Construction of Lifecycle and Risk-Based Lifestyle Funds, 2008 Mar-09
Quantitative Insights Mar-09
Manager Selection Mar-09
Exhibit: Most Important Factors for Advisors in Choosing to Invest with an Asset Manager, 2008 Mar-09
Exhibit: Number of Asset Managers Used by Advisors, 2008 Mar-09
Sales Management Mar-09
Exhibit: Sales Management: Greatest Challenge for Asset Management Industry, 2008 Mar-09
Exhibit: Sales Management: Rank of Drivers of Future Growth for Asset Managers, 2008 Mar-09
Exhibit: Greatest Challenges Inherent to the Current Sales Organizational Structure, 2008 Mar-09
Exhibit: Expected Change in Salesforce Headcount by Functional Role, 2008 Mar-09
Managed Accounts Mar-09
Exhibit: Managed Accounts: Reasons to Add a New Manager, 4Q 2008 Mar-09
Exhibit: Percentage of Asset Managers Submitting Models to Program Sponsor/Overlay Managers, 2Q 2006–4Q 2008 Mar-09
Market Impact Issue: Taking Treasure from the Dragon Feb-09
Exhibit: Historical Dow Jones Industrial Returns, 1897–2008 Feb-09
Bear Market Strategies: Fat Tails and Dragon Tales Feb-09
Exhibit: Fat-Tailed Distribution Dragon Feb-09
Exhibit: Asset Managers’ Product Development Plans for Investment Solutions, Allocation Solutions, and Portfolio Solutions, 2008 Feb-09
Exhibit: The Impact of the Financial Crisis on Financial Services Organizations, October 2008 Feb-09
Exhibit: Asset Losers & Gainers: Long-Term Mutual Fund Assets by Morningstar Category, 2008 Feb-09
Mutual Fund Boards: No More Frolicking in the Mist Feb-09
Exhibit: Anticipated Changes to the Fund Board Role as a Result of Financial Crisis, 2008 Feb-09
Exhibit: Professionals Dedicated to Compliance Function, 2008 Feb-09
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Exhibit: Communication to Clients During Volatile Markets, October/November 2008 Feb-09
Variable Annuities: Smaug Should Have Hedged Feb-09
Exhibit: Selected Variable Annuity Guarantees Feb-09
Exhibit: Importance of Factors in Advisor Selection of Variable Annuity Provider, 2008 Feb-09
Exhibit: Variable Annuity Pricing Strategy Continuum Feb-09
Quantitative Insights Feb-09
Redemptions Feb-09
Exhibit: Redemption Activity in Retail Products, October 2008 Feb-09
Exhibit: Redemption Activity on Institutional Products, October 2008 Feb-09
Markets Feb-09
Exhibit: Projected Length of the Market Correction, October 2008 Feb-09
Exhibit: Impact on Firms’ Expansion Plans for the Next 12 Months as a Result of the Market Instability, October 2008 Feb-09
Impacts Feb-09
Exhibit: Impact of the Financial Crisis, October 2008 Feb-09
Exhibit: Departments within Organizations Experiencing Biggest Impact from the Financial Crisis, October 2008 Feb-09
Alternatives Feb-09
Exhibit: Opportunity to Raise Assets and/or Develop New Products in Alternatives, October 2008 Feb-09
Exhibit: Share of Total Global Gross Retail Structured Products Sales by Region, 2003–2007 Feb-09
Regulatory Update Issue: Rules of the Game Jan-09
Exhibit: Areas That Consume the Greatest Time and Resources in Marketing, 2008 Jan-09
Mutual Fund Fees: Landing on Chance Jan-09
Exhibit: Truth in Labeling: Defining Fund Fees and Charges, 2008 Jan-09
Exhibit: Disorder in the Court: Recent Fee Lawsuits, 2005–2008 Jan-09
Exhibit: Consultant Fee Analysis Trends: Comparison of Consultant Types Over Time, 2008 Jan-09
Exhibit: Anticipated Industry Fallout from Economic Instability, October 2008 Jan-09
Exhibit: The DOL’s Proposed Fee and Expense Information, July 2008 Jan-09
HNW & UHNW: Troubles on Boardwalk Jan-09
Exhibit: Federal Estate Taxes, 2002–2011 Jan-09
Definition Box: Grantor Retained Annuity Trust Defined Jan-09
Definition Box Exhibit: GRAT Mechanics, 2008 Jan-09
Definition Box Exhibit: Advisor Usage of GRATs for Wealth Transfer Needs, 1Q 2004 and 3Q 2008 Jan-09
Exhibit: Individuals Claiming Non-Dom Status on Tax Returns, 1996–2008 Jan-09
Exhibit: Non-Doms’ Most Popular Alternative Destination from Britain, 2008 Jan-09
Compliance: Paying Rent Jan-09
Exhibit: Compliance Gets Squeezed Jan-09
Exhibit: Areas that Consume the Greatest Time and Resources in Sales Department, 2008 Jan-09
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Exhibit: Expectation for Increase in Personnel by Function, 2008 Jan-09
Exhibit: Area of Organization to Which Marketing Compliance Reports, 2008 Jan-09
Quantitative Insights Jan-09
Marketing Compliance Jan-09
Exhibit: Number of Professionals Dedicated to Marketing Compliance, 2008 Jan-09
Exhibit: Relationship Between Compliance and Marketing, 2008 Jan-09
Mutual Fund Fees Jan-09
Exhibit: Institutional Investor Sample: Consultant Outlook on Revenue Sharing and Hard-Dollar Fees, 2008 Jan-09
Exhibit: Top 20 Mutual Fund or Broker Fines by SEC or NASD for Failing to Adequately Disclose Directed Brokerage Practices Jan-09
Registered Investment Advisors Jan-09
Exhibit: Change in Time Spent on Compliance by AUM, 2007 Jan-09
Exhibit: Change in Time Spent on Compliance by Affiliation, 2007 Jan-09
Compliance and Profitability Jan-09
Exhibit: Managed Account Sponsors: Factors with the Most Negative Impact on Firm Profitability, 2008 Jan-09
Exhibit: Asset Managers: Factors with the Most Negative Impact on Firm Profitability, 2008 Jan-09
Year-End Issue: Where Do We Go from Here Dec-08
Exhibit: Greatest Business Challenge In 2009 Dec-08
Salesforce: Eye in the Sky Dec-08
Exhibit: Greatest Salesforce Issue for 2009 Dec-08
Exhibit: Expected Change in Salesforce Headcount by Functional Role, 2008 Dec-08
Exhibit: Comparison of Actual vs. Ideal Breakdown of Wholesaler Compensation, 2008 Dec-08
The Unified Managed Account: All Hail the UMA Dec-08
Exhibit: Watchwords for 2009 Dec-08
Exhibit: Advisor Preferences of Managed Account Types, 2008 Dec-08
Exhibit: Advisor Usage of Managed Account Types Based on Client Account Size, 2008 Dec-08
Exhibit: Fee-Based Advisor Opinion of Unified Managed Accounts by Channel, 2Q 2008 Dec-08
Target-Date Funds: A Better Mousetrap Dec-08
Exhibit: Primary Market Segment Focus for 2009 Dec-08
Grey Box: Embedded-Advice Funds Defined Dec-08
Exhibit: Net Flows of Target-Date and Risk-Based Funds, 2005–September 2008 Dec-08
Exhibit: Asset Managers’ Target-Date Fund Portfolio Construction and Use of Alternatives, 2008 Dec-08
Exhibit: Asset Managers Rank Target-Date Fund Challenges, 2008 Dec-08
Quantitative Update Dec-08
Top 10 for 2009 Survey Results Dec-08
Exhibit: Biggest Business Challenge in 2008 Dec-08
Exhibit: Market Performance Expectations, 2008 vs. 2009 Dec-08
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Product and Organization Dec-08
Exhibit: Primary Vehicle or Product Focus for 2009 Dec-08
Exhibit: Firms’ Efforts Toward Greater Organizational Efficiency in 2009 Dec-08
Branding Dec-08
Exhibit: 2009 Branding Strategy Dec-08
Exhibit: Future of Brand’s Importance in the Retail Intermediary Marketplace 2007 vs. 2008 Dec-08
Professional Buyer Influence Dec-08
Exhibit: Ways Firms Plan to Address the Increased Influence of Professional Buyers in the Sale of Investment Management Capabilities in 2009 Dec-08
Exhibit: Number of Personnel Dedicated to Professional Buyers, 2008 Dec-08
High-Net-Worth Issue: 2 Good 2B 4gotten Nov-08
Exhibit: High Net Worth Marketshare by Firm Type, 2007 Nov-08
HNW Financial Advisors: Advice is the New Alpha Nov-08
Exhibit: Practice by Definitions Nov-08
Exhibit: Average Investable Assets Per Client by Advisor Practice Type, 2008 Nov-08
Exhibit: Practice Personnel by Practice Type, 2Q 2008 Nov-08
Exhibit: Services Offered by Practice Type, 2Q 2008 Nov-08
Tax Management: Taxing Situations Nov-08
Exhibit: Top 5 of 16 Wealth Market Concerns Regarding Savings and Investments, 2007 Nov-08
Exhibit: HNW Client Assets by Investment Vehicle, 2008 Nov-08
Exhibit: Separate Account Clients Receiving Custom Tax Treatment, 2008 Nov-08
Case Study: Metamorphosis Money Management Nov-08
Private Foundations: Beyond Checkbook Giving Nov-08
Exhibit: Estimated Philanthropic Distributions of U.S. Households: HNW Investors vs. All Households, 2007 Nov-08
Exhibit: Four Ways to be Philanthropic, 2008 Nov-08
Exhibit: Philanthropic Considerations, 2008 Nov-08
Exhibit: Asset Allocation for Foundations, 2007 Nov-08
Quantitative Update Nov-08
HNW Provider Perspectives Nov-08
Exhibit: Primary, Secondary, and Outsourced Services Offered at HNW & UHNW Providers, 2008 Nov-08
Exhibit: HNW Provider Challenges, 2008 Nov-08
Exhibit: Open Architecture Estimates Across Private Wealth Channels, 2008 Nov-08
Exhibit: HNW Providers’ Client Profile, 2008 Nov-08
Exhibit: HNW Providers’ Motivation to Provide Non-Investment Management Services, 2008 Nov-08
Advisor Perspectives Nov-08
Exhibit: Practice Type Comparison: Number of Asset Managers Used by Advisors, 2007 Nov-08
Exhibit: Advisor Channels by Practice Type, 2008 Nov-08
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Exhibit: Method of Financial Plan Creation, 2Q 2008 Nov-08
Readers' Choice Issue: Locating Temenos Oct-08
Exhibit: Adjusted U.S. Assets Under Management, 1997–2007 Oct-08
Cash-based Products: Cash Is King Oct-08
Exhibit: Reaching for Yield, June 2008 Oct-08
Exhibit: Cold Infusion: Selected Money Fund Bailouts, June 2008 Oct-08
Exhibit: Selected Savings and CD Rates, August 2008 Oct-08
Exhibit: Online Banking Accounts: Yield Comparisons, August 2008 Oct-08
Global Tactical Asset Allocation: World Funds Are Not Flat Oct-08
Grey Box: Global Tactical Asset of Allocation Defined Oct-08
Exhibit: Assets, Flows, and Investment Performance of Worldwide Allocation Funds, July 2008 Oct-08
Exhibit: Asset Managers Intend to Outsource Some or All Asset Allocation, 2008 Oct-08
Exhibit: Impact of Chief Economist on the Portfolio Management Process, 2008 Oct-08
529 Plans: Varsity Potential Oct-08
Exhibit: 529 Savings Plan Assets and Growth, 1999–2007 Oct-08
Exhibit: Top-10 Performing Advisor-Sold 529 Plans, 2008 Oct-08
Exhibit: Importance of Factors in Advisors Selecting a 529 Plan Provider, 2Q 2008 Oct-08
Exhibit: 10 States Ranked by 529 Plan Assets, 2007 Oct-08
Quantitative Update Oct-08
U.S. Asset Managers: Investment Process Oct-08
Exhibit: Consistency of Process Across Strategies, 2008 Oct-08
Exhibit: Explanation for Multiple Investment Processes, 2008 Oct-08
U.S. Asset Managers: Dealing With Challenges Oct-08
Exhibit: Strategies Utilized to Manage Growth, 2008 Oct-08
Exhibit: Statements Regarding Investment Performance, 2008 Oct-08
Middle East Markets Oct-08
Exhibit: Mutual Fund AUM in the Middle East Region, 2007E Oct-08
Exhibit: Number of Banks Operating in the Middle East Region, 2007 Oct-08
Southeast Asian Markets Oct-08
Exhibit: Southeast Asian Mutual Fund Assets Under Management Marketshare by Investment Objective, 2002–2007 Oct-08
Exhibit: Southeast Asian Mutual Fund Assets Under Management by Manager Type, 2006–2007 Oct-08
Distribution Issue: Outta Control Sep-08
Exhibit: Estimate of Percentage of Gross Sales Influenced by the Professional Buyer, 2008 Sep-08
Professional Buyers: Top Chefs Sep-08
Exhibit: Gray Matter: How Open Is Open Architecture?, 2008 Sep-08
Exhibit: Competency in Hedge Fund Due Diligence: Largest Consulting Firms vs. Regional Consultants, 2008 Sep-08
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Exhibit: Competency in Asset/Liability Modeling: Largest Consulting Firms vs. Regional Consultants, 2008 Sep-08
Dually Registered Advisors: Registered Rep or RIA? Sep-08
Exhibit: Growth Rates of Dually Registered Advisory Firms and Assets, 2004-2007 Sep-08
Exhibit: Product Mix: RIAs vs. Dually Registered Advisors, 2Q 2008 Sep-08
Exhibit: Asset Levels at Which Asset Managers Will Proactively Target RIAs, 2007 Sep-08
Request for Proposal: RFP PDQ Sep-08
Exhibit: Number of Individuals Dedicated to the RFP Process, 2008 Sep-08
Exhibit: Software Applications Where RFP Resides, 2008 Sep-08
Exhibit: RFP Third-Party Technology Tools, 2008 Sep-08
Quantitative Update Sep-08
Professional Buyer Sep-08
Exhibit: Greatest Challenges Facing Key Account Managers, 2008 Sep-08
Exhibit: Primary Responsibilities of Team Members Supporting Professional Buyers, 2008 Sep-08
Dually Registered Advisors Sep-08
Exhibit: Retail-Focused RIA Market Segmentation, 2007 Sep-08
Exhibit: Most Effective Way for Broker/Dealers to Retain Breakaway Advisors, 2007 Sep-08
Request for Proposal Sep-08
Exhibit: Number of RFPs Completed Per Year, 2008 Sep-08
Exhibit: Departments That Get Involved in RFP Process, 2008 Sep-08
Exhibit: Opinions Regarding Staffing in the RFP Group, 2008 Sep-08
Exhibit: Markets for Which Asset Management Firms Have a Dedicated RFP Team, 2008 Sep-08
Solutions Issue: Product for a New Paradigm Aug-08
Exhibit: Asset Managers Anticipate Demand for Target-Date/Lifecycle Funds, 2008 Aug-08
Portfolio Solutions: The Solution for all Problems? Aug-08
Exhibit: Asset Managers' Product Development Focus, 2008 Aug-08
Exhibit: Trends and Issues Driving the Need for Organizational Changes within the Product Management Group, 2008 Aug-08
Case Study: The Phoenix Companies, Inc. Aug-08
Long-Term Care Insurance: Beyond "Nursing Home Insurance" Aug-08
Exhibit: Top 5 Long-Term Care Insurance Providers with which Agents Wrote the Most Business, 2007 Aug-08
Exhibit: Growth Rates in Individual Long-Term Care Insurance, 1999-2007 Aug-08
Case Study: John Hancock Financial Aug-08
Exhibit: Hybrid Insurance Product Growth Opportunities, 2006-2008 Aug-08
Variable Annuities: Will the VA Industry Please Adjust? Aug-08
Exhibit: Variable Annuity Industry Asset Growth (Including TIAA-CREF), 1995-2007 Aug-08
Exhibit: Advisor Recommendation of Variable Annuity Strategies to Provide Retirement Income, Non-Qualified Assets, 2007 Aug-08
Exhibit: Frequency of Advisor Usage of Various Retirement-Income Strategies, 2007 Aug-08
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Exhibit: Variable Annuity Insurance Carriers and Distributors Share Challenges, 2008 Aug-08
Quantitative Update Aug-08
Education Aug-08
Exhibit: Saving Reason: Education (Own, Children's or Grandchildren's), by Wealth Tier, 1989-2004 Aug-08
Exhibit: Saving Reason: Education (Own, Children's or Grandchildren's), by Generation, 1989-2004 Aug-08
Exhibit: Section 529 Savings Plan Assets and Growth, 1998-2007 Aug-08
Exhibit: 529 Fund Assets by Type of Fund of Funds, 1Q 2008 Aug-08
Retirement Aug-08
Exhibit: Saving Reason: Retirement; Funeral, by Wealth Tier, 1989-2004 Aug-08
Exhibit: Saving Reason: Retirement; Funeral, by Generation, 1989-2004 Aug-08
Exhibit: Total IRA Assets and Annual Growth Rates, 1997-2007 Aug-08
Exhibit: Mutual Fund Retirement Shares Assets and Net Flows, 1997-2007 Aug-08
Products & Programs Issue: Beyond Mutual Funds Jul-08
Exhibit: Total Mutual Fund Asset and Growth, 1997-2007 Jul-08
Exchange-traded funds: You've Come a Long Way, Baby Jul-08
Exhibit: ETFs vs. Index Mutual Funds: Net Assets and Growth, 1993-2007 Jul-08
Exhibit: Net Assets of ETFs by Objective, 1993-2007 Jul-08
Exhibit: Most Successful ETF Launches by Assets, May 2008 Jul-08
Product Development: New ETFs Go Beyond Basic Indexes Jul-08
Exhibit: Comparison of ETFs' and Mutual Funds' Current and Potential Growth Jul-08
Total Retirement Outsourcing: Thinking Relationships Over Jul-08
Exhibit: Primary Total Retirement Outsourcing Services Jul-08
Exhibit: Single Biggest Advantage of Total Retirement Outsourcing, 2006 Jul-08
Unified Managed Accounts: We Make, You Sell Jul-08
Exhibit: The Unified Managed Account Jul-08
Exhibit: Unified Managed Account Program Assets and Projections, 2004-2011E Jul-08
Exhibit: Advantages and Disadvantages of Active, Passive, and Hybrid Overlay Jul-08
Exhibit: Summary of Centralized and Distributed Overlay Characteristics Jul-08
Quantitative Update Jul-08
Exchange-traded Funds Jul-08
Exhibit: Total ETF Net New Inflows, 1997-2007 Jul-08
Exhibit: Concentration of U.S. ETF Assets and Growth by Asset Manager, 2004-2007 Jul-08
Collective Investment Trusts Jul-08
Exhibit: Share of Collective Trusts in Target-Date Funds by Portfolio Construct, 2007 Jul-08
Exhibit: Average Expense Ratios of Mutual Funds vs. Collective Trusts Jul-08
Unified Managed Accounts Jul-08
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Exhibit: UMA Average Account Size by Channel, 1Q 2008 Jul-08
Exhibit: UMA Program Average Annual Client Fee, 2006-1Q 2008 Jul-08
Exhibit: Factors in Determining Vehicle Usage in UMAs, 1Q 2008 Jul-08
Exhibit: Estimated Number of UMA Program Accounts, 2005-1Q 2008 Jul-08
Subadvisory Opportunities Issue: Beyond the Box Jun-08
Exhibit: Subadvisors' Greatest Challenges, 2008 Jun-08
Collective Investment Trusts: Look Out! Jun-08
Exhibit: Growth of Transactions in Collective Investment Trusts, 1Q 2007 Jun-08
Exhibit: Distribution Chain Differss by Channel Jun-08
Box: Gartenberg Test Jun-08
Exhibit: Summary of Lawsuit Susceptibility by Product Structure Type Jun-08
Managed Accounts: Win Some, Lose Some Jun-08
Exhibit: Share of Firm Assets Gathered Through Consultant Programs, 1Q 2008 Jun-08
Exhibit: Separate Account Consultant Program Net Cash Flows Jun-08
Exhibit: UMA Assets by Investment Vehicle, 1Q 2008 Jun-08
Exhibit: Asset Manager Objections to Submitting Model Portfolios, 2007 Jun-08
Alternative Investment Subadvisory Opportunities: The Phantom Opportunity Jun-08
Exhibit: Asset Managers That Consider Alternatives to Be a Core Area of Expertise,2008 Jun-08
Exhibit: A Holistic View of Alternative Investment Subadvisory Opportunities, 2008 Jun-08
Exhibit: Identifying Alternative Investment Subadvisory Opportunities: Vehicles vs. Strategies Jun-08
Exhibit: Asset Managers' Target Fund Portfolio Construction and Use of Alternatives, 2008 Jun-08
Quantitative Update Jun-08
Mutual Funds Jun-08
Exhibit: Marketshare of Total Long-Term Mutual Fund Assets by Affiliation, 2007 Jun-08
Exhibit: Long-Term Subadvised Fund Assets 2004-2007 Jun-08
Exhibit: Long-Term Subadvised Fund Assets by Fund Type, 2004-2007 Jun-08
Exhibit: Top Sponsors' Marketshare, 2004-2007 Jun-08
Variable Insurance Jun-08
Exhibit: Marketshare of Total Subadvised Variable Insurance Funds, 2001-2007 Jun-08
Exhibit: Subadvised Variable Insurance Assets: Unaffiliated and Affiliated Arrangements, 2001-2007 Jun-08
Managed Accounts Jun-08
Exhibit: Separate Account Consultant Program Asset Split, Subadvisory and Open, 2004-2007 Jun-08
Exhibit: Separate Account Program Average Account Size, Subadvisory and Open, 2001-2007 Jun-08
Strategic Organizational Development Issue: Navigating Rapids May-08
Exhibit: Drivers of Asset Management Organizational Change, 2008 May-08
Globalization: This Time, We Mean Business May-08
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Exhibit: Total Mutual Fund Net Flows by Fund Type, 2003-2007 May-08
Exhibit: Most Attractive Areas for Global Expansion According to U.S. Asset Managers, 2007 May-08
Exhibit: Middle East Projected Onshore Assets Under Management, 2007E-2012E May-08
Exhibit: Selected Methods for Overseas Expansion, 2008 May-08
Implemented Investment Consulting: The Implementation Question May-08
Exhibit: Frequency of Investment Consultant Services Demanded by Clients Today vs. Recent Past, 2008 May-08
Exhibit: Investment Consultants' Anticipated Manager Selection Methods Most Demanded by Clients Over the Next 5 Years, 2008 May-08
Asset Management Distribution: Hold On May-08
Exhibit: Trends Asset Managers Expect to Fuel Innovation in Next 1-3 Years, 2007 May-08
Exhibit: Wholesalers' Greatest Challenges, 2007 May-08
Case Study: MFS May-08
Exhibit: Challenges Inherent to the Sales Organization, 2008 May-08
Quantitative Update May-08
Asset Manager Perspective May-08
Exhibit: Asset Manager Growth Opportunities by Market Segment, 2007 May-08
Exhibit: Asset Manager and Provider Perspectives on Improving 401(k) Advisory Services, 2007 May-08
Plan Sponsor Perspective May-08
Exhibit: Things to Improve Regarding Servicing Mega Plans, 2007 May-08
Exhibit: Sponsors' Interest in Future Asset Management Strategies, 2007 May-08
Retirement Market Opportunities May-08
Exhibit: In Light of DB: Consultants' Views on Marketplace Opportunities, 2007 May-08
Exhibit: Strategies Being Considered for Lifecycle Funds, 2007 May-08
Global Growth Opportunities May-08
Exhibit: Global Comparison of Factors Expected to Promote Industry Growth in 2008 May-08
Exhibit: Addressable Sovereign Wealth Fund Assets by Region, 2008 May-08
Wealth Management Perspectives Issue: Chicken Soup for the Wealthy Soul Apr-08
Exhibit: Cerulli Wealth Tiers, 2008 Apr-08
Exhibit: Net Worth Range Comparison: Household Distribution of Non-Financial Assets, 2004 Apr-08
Exhibit: Frequency with Which Advisors Use an Investment Policy Statement, 2007 Apr-08
Structured Products: The Secret Life of Structured Products Apr-08
Exhibit: Structured Products at a Glance Apr-08
Exhibit: Sales and Growth of Structured Products, 2007 Apr-08
Exhibit: Fund Assets of Exchange-Traded Notes, 2006-2007 Apr-08
Exhibit: Difference and Similarities between Exchange-Traded Notes and Exchange-Traded Funds Apr-08
Exhibit: Structured Products Vary in Complexity and by Target Market Apr-08
Mergers & Acquisitions: I Do! I Do! Apr-08
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Exhibit: Wealth Management M&A Data Apr-08
Exhibit: Regional Concentration of Wealth, 2006 Apr-08
Exhibit: Ranking of Primary Sources of New Business, 2006 Apr-08
Exhibit: Selected MFO Mergers and Acquisitions by Size, 2007 Apr-08
Quantitative Update Apr-08
Wealth Tiers Apr-08
Exhibit: Net Worth Range Comparison: U.S. Household Distribution, 2004 Apr-08
Exhibit: Net Worth Range Comparison: Percentage of Total Net Worth Distribution, 2004 Apr-08
Exhibit: Net Worth Range Comparison: Percentage of Total Investable Assets Distribution, 2004 Apr-08
Exhibit: Net Worth Range Comparison: Household Distribution of Investable Assets, 2004 Apr-08
Practice Types Apr-08
Exhibit: Practice Type Definitions Apr-08
Exhibit: Practice Type Comparison: Advisor Assets Under Management, 2007 Apr-08
Exhibit: Practice Type Comparison: Services Currently Provided, 2007 Apr-08
Exhibit: Practice Type Comparison: Advisor Product Mix, 2007 Apr-08
Multimanager Issue: Under the Microscope Mar-08
Exhibit: Future Opportunity for Managers of Managers Worldwide Mar-08
Manager-of Managers Research Groups: MOMs' Heart Mar-08
Exhibit: Average Number of Individuals Employed at Multimanagers Mar-08
Exhibit: Reasons for Manager Termination Mar-08
Exhibit: Most Important Deliverables for Asset Managers Mar-08
Exhibit: Multimanagers' Preferred Method of Contact from Subadvisors Mar-08
Manager-of-Managers Firms: Goliaths and Davids Mar-08
Exhibit: U.S. Manager-of-Managers Institutional Marketshare Mar-08
Exhibit: U.S. Manager-of-Managers Retail Marketshare Mar-08
Exhibit: U.S. Manager-of-Managers Assets of American Beacon, Managers Funds, and Masters Select Mar-08
Exhibit: Projected Retail Manager-of-Managers Assets Under Management Mar-08
Niche Subadvisors: Finding the Right Fit Mar-08
Exhibit: U.S. Multimanager Assets Under Management Mar-08
Exhibit: Assets in U.S. Embedded-Advice Products Mar-08
Exhibit: Russell LifePoint (Lifecycle) Funds Mar-08
Exhibit: Projected Growth of 130/30 Strategy Assets in the United States Mar-08
Quantitative Update Mar-08
Products and Fees Mar-08
Exhibit: New Multimanager Products Being Considered Mar-08
Exhibit: Average Fees Paid to Subadvisors on a $50 Million Mandate Mar-08
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Platforms and Structures Mar-08
Exhibit: Perception of Manager Platforms Mar-08
Exhibit: Reasons for Hybrid Structures Mar-08
Factors Influencing Institutional Business Mar-08
Exhibit: Factors Influencing Institutional & Platform Mandates (Besides Performance & Process), North America Mar-08
Exhibit: Factors Influencing Institutional & Platform Mandates (Besides Performance & Process), Europe Mar-08
Regional Multimanager Growth Mar-08
Exhibit: Regional Growth Opportunities for Multimanagers for the Next 2 Years Mar-08
Exhibit: Global Multimanager AUM by Product Segment and Domicile Mar-08
Portfolio Construction Issue: Playing with LEGOs Feb-08
Exhibit: Product-Related Activities That Consume Greatest Resources Feb-08
Product Development: Futura Feb-08
Exhibit: The Four Tenets of Next-Generation Product Development Feb-08
Exhibit: Practice Type Comparison: Advisors Who Outsource Any of the Portfolio Construction Process to a Broker/Dealer or Third Party Feb-08
Case Study: F-Squared Investments Feb-08
Case Study: Prudential Financial Feb-08
Global Multimanager Products: K'NEX, WEDGITS, and Geomag Feb-08
Exhibit: Global Multimanager AUM by Product Segment Feb-08
Exhibit: Largest Managers of Managers by AUM Marketshare Feb-08
Exhibit: 10 Largest Subadvisors Used for Multimanager Products Feb-08
Global Multimanager Marketplace: Global Multimanager At-a-Glance Feb-08
Exhibit: Global Multimanager Assets Under Management Feb-08
Exhibit: Managers of Managers vs. Funds of Funds Feb-08
Distribution: DUPLO, BIONICLE, and CLIKITS Feb-08
Exhibit: Result-Oriented Advisor Segmentation Feb-08
Case Study: Angoss Software Corporation Feb-08
Quantitative Update Feb-08
Growth Opportunities for Traditional Asset Classes Feb-08
Exhibit: Domestic Equity Variable Insurance Funds Feb-08
Exhibit: Domestic Fixed-Income Variable Insurance Funds Feb-08
Exhibit: International Equity Variable Insurance Funds Feb-08
Exhibit: International Fixed-Income Variable Insurance Funds Feb-08
Growth Opportunities for Emerging Styles Feb-08
Exhibit: Embedded-Advice Variable Insurance Funds Feb-08
Exhibit: Target-Risk and Target-Date Funds, Mutual Fund and Variable Insurance Feb-08
Exhibit: Fund-of-Funds Assets and Shares As a Percentage of Industry Total Feb-08
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Exhibit: Hedge-Like Variable Insurance Funds Feb-08
Alternative Opportunities Issue: The New "Must Haves"? Jan-08
Exhibit: Asset Managers' New Product Plans by Investment Objective Jan-08
Derivatives: Homeland Securitization Jan-08
Exhibit: Structure of a CAT Bond Jan-08
Exhibit: Interest in Strategies Going Forward Jan-08
Exhibit: Perceived Client Appetite for Esoteric Derivatives As a Potential Portfolio Diversifier Jan-08
Hedge Funds: The Last Straw? Jan-08
Exhibit: U.S. Single-Manager Hedge Fund Assets Jan-08
Exhibit: Hedge Fund Industry Group Formation Jan-08
Exhibit: Perceived Potential Impact of Regulation on Hedge Fund Asset Growth Jan-08
Family Offices: Family Values Jan-08
Exhibit: Multi Family Office Growth Rates by Account Size Jan-08
Exhibit: Top 10 Multi Family Offices Jan-08
Exhibit: Perceived Obstacles to Distribution to Family Offices Jan-08
Quantitative Update: Alternatives Jan-08
Alternative Investments Jan-08
Exhibit: Market Capitalization and Number of Public REITs Jan-08
Exhibit: Managed Futures Funds Assets Jan-08
Exhibit: Venture Capital Investments: Total Amount and Number Jan-08
Exhibit: U.S. Structured Product New Issuance Jan-08
Hedge Funds Jan-08
Exhibit: Global Single-Manager Hedge Fund Assets Jan-08
Exhibit: Global Fund-of-Hedge-Fund Assets Jan-08
Exhibit: Global Single-Manager Hedge Funds by Sector/Strategy Jan-08
Exhibit: Global Single-Manager Hedge Funds by Asset Class Jan-08
Year-End Issue: Beware the Lure of the Sirens Dec-07
Exhibit: Biggest Business Challenge of 2008 Dec-07
Target-Date / Lifecycle Funds: Pandora's Box Dec-07
Definition: Glidepath Dec-07
Exhibit: Primary Market Segment Focus for 2008 Dec-07
Exhibit: Examples of Different Asset Allocation and Glidepath Approaches Dec-07
Exhibit: Assets of Lifecycle / Lifestyle Funds: Top 5 Complexes with In-House Asset Allocation vs. Top 5 Complexes Using Outside Consultants Dec-07
Professional Buyers: Petitioning Hercules Dec-07
Definition: Professional Buyer Dec-07
Exhibit: Professional Buyers Focus on the Four Ps Dec-07
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Exhibit: Nontraditional Segmentation Dec-07
Exhibit: Firm Responses to the Increasing Influence of Professional Buyers Dec-07
Brand Strategy: Mount Olympus Is Power Dec-07
Exhibit: 2008 Branding Strategy Dec-07
Exhibit: Examples of Asset Managers' Taglines Dec-07
Case Study: Citigroup Dec-07
Quantitative Update: Top 10 for 2008 Dec-07
Home Office Dec-07
Exhibit: Biggest Business Challenge of 2007 Dec-07
Exhibit: Market Performance Expectations for 2008 Dec-07
Exhibit: Firm Watchword for 2008 Dec-07
Exhibit: Firms' Efforts Toward Greater Organizational Efficiency Dec-07
Product Dec-07
Exhibit: Primary Vehicle or Product Focus for 2008 Dec-07
Exhibit: Newest Vehicle or Product Focus for 2008 Dec-07
Salesforce Dec-07
Exhibit: Anticipated Most Complicated Salesforce Issue in 2008 Dec-07
Exhibit: Historical Comparison of Firms' Most Complicated Salesforce Issues Dec-07
Strategic Planning Issue: Fish or Cut Bait Nov-07
Exhibit: Traditional and Adjusted Asset Manager Addressable Marketplaces Market Sizing Nov-07
Asset Manager Addressable Marketplaces: Catch and Release Nov-07
Exhibit: Retail and Institutional Client Assets Nov-07
Exhibit: Asset Manager Addressable Marketplaces Nov-07
Exhibit: Adjusted Retail and Institutional Client Assets Nov-07
Manufacturing Strategy: Teach a Man to Fish Nov-07
Exhibit: Mutual Fund Asset Mix: Marketshare of Embedded-Advice Products vs. All Other Funds Nov-07
Exhibit: Mergers and Acquisitions by the Top 20 Mutual Fund Complexes Nov-07
Distribution Strategy: Different Bait Required Nov-07
Exhibit: Wirehouse Client Assets in Managed Account Programs Nov-07
Exhibit: Asset Managers: Percentage of Mutual Fund and Separate Account Sales Influenced by the Professional Buyer at Broker/Dealers Nov-07
Quantitative Update: AMAM Nov-07
Profitability Nov-07
Exhibit: Retail Asset Manager: Retail Channel Profitability Rankings Nov-07
Exhibit: Institutional Asset Manager: Retail Channel Profitability Rankings Nov-07
Exhibit: Retail Asset Manager: Institutional Channel Profitability Rankings Nov-07
Exhibit: Institutional Asset Manager: Institutional Channel Profitability Rankings Nov-07
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Marketplace Alignment
Exhibit: Retail Asset Manager: Primary Retail Third-Party Marketplace Alignment Nov-07
Exhibit: Institutional Asset Manager: Primary Retail Third-Party Marketplace Alignment Nov-07
Personnel
Exhibit: Retail Asset Manager Personnel Matrix by Firm AUM Tier Nov-07
Exhibit: Institutional Asset Manager Personnel Matrix by Firm AUM Tier Nov-07
Reader's Choice Issue Oct-07
Closed-End Funds: The Dinosaur Keeps Dancing Oct-07
Exhibit: Total Closed-End Fund AUM and Growth Oct-07
Exhibit: Closed-End Fund Net Flows by Fund Type Oct-07
Exhibit: Top Closed-End Fund Asset Managers Oct-07
Institutional Investing: Small but Meaty Oct-07
Exhibit: Top 10 Largest Endowments Oct-07
Exhibit: Top 10 Largest Foundations Oct-07
Exhibit: Insurance General Accounts AUM and Growth Oct-07
Exhibit: Unaffiliated Subadvised Mutual Funds and Variable Annuities Oct-07
Distribution Strategy: What Have You Done for Me Lately? Oct-07
Exhibit: Value-Added Program Types Oct-07
Exhibit: Wholesalers' Prediction of the Biggest Change to How They Spend Time with Advisors in the Next Three Years Oct-07
Case Study: Rydex Investments Oct-07
Exhibit: Profitability Based on Time Spent with Clients Oct-07
Quantitative Update: Reader's Choice Oct-07
Exhibit: Client Satisfaction with Mega Plans Oct-07
Exhibit: Greatest Hurdles That Mega Plans Face Oct-07
Exhibit: Annuity Net Sales As a Percentage of Gross Sales Oct-07
Exhibit: Total Subadvised U.S. Variable Insurance Assets and Growth Oct-07
Exhibit: Number of 529 Plans Sold by Advisors in 2006 Oct-07
Exhibit: Expected Change of Advisors' Usage of 529 Plans in the Next 12 Months Oct-07
Exhibit: Net Cash Flow Comparison: Separate Accounts vs. Mutual Fund Advisory Oct-07
Exhibit: Unified Managed Account Assets by Packaging Oct-07
Gatekeepers & Product Impact Issue: Paramount Product Solutions Sep-07
Exhibit: Multi-Vehicle, Multi-Channel Distribution Sep-07
Portfolio Construction: Beginning with the End in Mind Sep-07
Exhibit: The Portfolio Construction Spectrum Sep-07
Exhibit: Next-Generation Portfolio Construction Sep-07
Case Study: Janus Investments: Modular Portfolio Construction Sep-07
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Professional Buyers: Making the Grade Sep-07
Exhibit: Greatest Sources of Frustration with the Consultant Community, Part I Sep-07
Exhibit: Primary and Potential Secondary Contacts Sep-07
Exhibit: Hypothetical Pool of Available Products/Strategies, XYZ Capital Management Sep-07
Exhibit: Most Important Deliverable Qualities in an Asset Manager Sep-07
Institutional Asset Management: Paradigm Shift Sep-07
Exhibit: Largest Institutional Asset Managers Sep-07
Quantitative Update: Distribution Strategies Sep-07
Exhibit: Frequency with Which Advisors Outsource Portfolio Construction Sep-07
Exhibit: Frequency with Which Advisors Use Various Portfolio Construction Methods Sep-07
Exhibit: Asset Managers: Percentage of Mutual Fund and Separate Account Sales Influenced by the Professional Buyer at Broker/Dealers Sep-07
Exhibit: Asset Managers: National Account Manager Time Spent with the Professional Buyer in Broker/Dealers Sep-07
Exhibit: Number of Asset Managers Used by Advisors Sep-07
Exhibit: Frequency of Methods Used by Advisors for Determining Asset Allocation Sep-07
Exhibit: Asset Manager Salesforces: Generalist Wholesaler Product Line Responsibilities Sep-07
Exhibit: Asset Manager Salesforces: Specialist Wholesaler Product Line Responsibilities Sep-07
Customization Issue: Three-Fifths Venti Mocha Latte, Flat Aug-07
Exhibit: Mutual Fund Advisory and Long-Term Mutual Fund Assets and Growth Aug-07
Structured Products: One Size Does Not Fit All Aug-07
Exhibit: U.S. Structured Products, New Issuance Aug-07
Exhibit: The Four Principal Types of Structured Products by Investment Objective Aug-07
Exhibit: Efficient Frontier, Part Deux Aug-07
Case Study: AIM Investments Aug-07
Managed Accounts: Pimp My UMA Aug-07
Exhibit: UMA Metrics Aug-07
Exhibit: Unified Managed Account Platform Aug-07
Exhibit: The Three Types of UMA Program Packaging Aug-07
Exhibit: Unified Managed Account Programs Aug-07
Exhibit: Discretionary vs. Nondiscretionary Managed Accounts Aug-07
Exhibit: Total UMA Industry Assets and Number of Accounts Aug-07
Quantitative Update: Global Markets Aug-07
Exhibit: Global Asset Management Industry Assets Under Management Aug-07
Exhibit: Global Asset Management Industry Assets Under Management by Region Aug-07
Exhibit: Global Mutual Fund Assets Under Management Aug-07
Exhibit: Global Mutual Fund Assets Under Management by Country Aug-07
Exhibit: U.K. Mutual Fund Assets Under Management Aug-07
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Exhibit: Largest 10 U.K. Mutual Fund Managers Aug-07
Exhibit: Chinese Mutual Fund Assets Under Management Aug-07
Exhibit: Number of Chinese Mutual Funds by Fund Type Aug-07
Rationalization Issue: The Wisdom of Solomon Jul-07
Exhibit: Asset Managers Rank Product Development, Product Enhancements, and Product Consolidation by Priority Jul-07
Mutual Funds: Class Action Jul-07
Exhibit: Assets by Sales Load Jul-07
Exhibit: Managed Account Program Sponsors' Stance on Institutionally Priced Share Classes Being Used in Managed Accounts Jul-07
Exhibit: 12b-1 Fees at Fund Firms with the Largest Retirement Share Fund Assets Jul-07
Exhibit: A Template for Mutual Fund Share Class Pricing Evaluation Jul-07
Variable Annuities: Summer School: Expenses 201 Jul-07
Exhibit: Components of Variable Annuity Fee and Expense Structure Jul-07
Exhibit: Distribution of Variable Annuity Contracts by Insurance Expense Charge Jul-07
Exhibit: Distribution of Variable Annuity Contracts by Annual Policy Fee Waiver Minimum Jul-07
Exhibit: Distribution of Variable Annuity Contracts by Surrender Charge Period Jul-07
Distribution: Testing Your Sales IQ Jul-07
Exhibit: Advisors by Revenue Source Jul-07
Box: Retail RIAs Are Different Jul-07
Quantitative Update: Institutional Sales & Marketing Jul-07
Exhibit: Factors Defining Institutional Accounts Jul-07
Exhibit: Perspectives on Comparing Retail and Institutional Segments Jul-07
Exhibit: Vehicle Breakdown of Institutional AUM Jul-07
Exhibit: Average Institutional Account Size Jul-07
Exhibit: Business Segmentation Jul-07
Exhibit: Desired Type of Performance from Managers Jul-07
Exhibit: Best-Practice Overtures by Asset Managers Jul-07
Exhibit: Frequency of Services Provided vs. Recent Past, Part I Jul-07
Exhibit: Frequency of Services Provided vs. Recent Past, Part II Jul-07
Global Warming Issue: Global Focus Heats Up Jun-07
Exhibit: Top 5 Performing Countries Compared to S&P 500 Performance Jun-07
Product: Importing Alpha Jun-07
Exhibit: International/Global Fund Assets by Region Jun-07
Exhibit: Growth of International and Global Open-End and Closed-End Mutual Funds and ETFs Jun-07
Exhibit: Asset Managers' New Product Plans: US vs. Global/International Strategies Jun-07
Box: Global Warming, Anyone? Jun-07
Asset Management: Chinese Fortune Jun-07
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Exhibit: Fully Operational Sino-Foreign and Foreign Invested Fund Managers Jun-07
Exhibit: Chinese Mutual Fund Assets Under Management Jun-07
Exhibit: Risks Create Minefield for Asset Managers Doing Business Abroad Jun-07
Strategy: Someone to Look Up To Jun-07
Exhibit: Global Retail Multimanager AUM as Proportion of Long-Term Mutual Fund AUM by Domicile Jun-07
Exhibit: Unfettered Fund-of-Funds AUM by Selected Domiciles Jun-07
Quantitative Update: Product Strategy Jun-07
Exhibit: Trends Expected to Fuel Innovation in the Next 1-3 Years Jun-07
Exhibit: Issues Expected to Constrain Innovation in the Next 1-3 Years Jun-07
Exhibit: Importance of Factors Influencing Advisors' Decision to Use an Asset Manager Jun-07
Exhibit: Broker/Dealers' Approach to Working with Asset Managers Jun-07
Exhibit: Product-Related Activities That Consume Greatest Resources Jun-07
Exhibit: Asset Managers Rank the Attractiveness of Vehicles and Platforms of Investment Distribution Jun-07
Exhibit: Asset Managers' New Product Plans by Investment Objective Jun-07
Investment Only Issue: Let the Games Begin May-07
Exhibit: Total Investment-Only Market, 2005 May-07
Exhibit: Percentage of Qualified Plan Assets in Open-Architecture vs. Proprietary Products May-07
Strategy: Investment Mostly May-07
Exhibit: Prognosis Given Reduced Opportunity in the Defined Benefit Market May-07
Marketing & Sales: Pedal to the Metal May-07
Exhibit: Guide to the Main Gatekeepers for IO Providers May-07
Asset Management: Intellectual Capital May-07
Exhibit: The Six Principal Areas for Innovation May-07
Managed Account Definitions May-07
Exhibit: Focus on People May-07
Rules & Regs: Advice Rules May-07
Exhibit: Managed Account Programs by Classification May-07
Quantitative Update: Insurance May-07
Exhibit: Annuity Industry Sales Mix by Product Type May-07
Exhibit: Advisor Use of Products for Retirement Income or Wealth Transfer Needs May-07
Exhibit: Advisor Assets Allocated to Annuities by Channel May-07
Exhibit: Importance of Living Benefits in Advisor Selection of VA Providers May-07
Exhibit: Advisor Product Mix by Wealth Tier May-07
Exhibit: Importance of Factors in Advisor's Decision to Put Client's Assets into an Annuity May-07
Exhibit: Subadvised Variable Insurance Fund Growth vs. Subadvised Mutual Fund Growth May-07
Exhibit: Providers' Likelihood of Developing Annuity Options for 401Ik) Plans, Long-Term Care Combination Products, and Longevity Insurance May-07
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Big Bucks Issue: And the Money Keeps Rolling In Apr-07
Exhibit: U.S. Assets under Management in Mutual Funds vs. Select Countries' GDPs Apr-07
Product: Supersize It!; Door Closed but Not Locked Apr-07
Exhibit: Big and Mega Mutual Fund Asset Share of Total Long-Term Open-End Mutual Fund AUM ($ millions) Apr-07
Exhibit: Industry Breakdown of Funds with Assets Exceeding $1 Billion Apr-07
Exhibit: Top 20 Largest Long-Term Open-End Mutual Funds, January 2007 Apr-07
Exhibit: Percent of Funds Closed to New vs. All Investors by Asset Range, January 2007 Apr-07
Retirement: Profit Among Nonprofits Apr-07
Exhibit: Total DC Marketplace vs. 403(b) segments, 2005 ($ billions) Apr-07
Exhibit: High-Paying Occupations with Many Openings, Projected 2002-2012 Apr-07
Insurance: From General to Specific Apr-07
Exhibit: Insurance General Accounts AUM and Growth ($ billions ), 1995-2005 Apr-07
Exhibit: Insurance General Accounts Compound Annual Growth Rates (US-Based Asset Managers Only) Apr-07
Exhibit: Unaffiliated General Account Assets under Management, 2005 ($ billions) Apr-07
Insider: Global Opportunity: Indian Treasure Apr-07
Exhibit: Indian Mutual Fund Assets under Management (US$ billions), 2000-2006 Apr-07
Exhibit: Large 10 Indian Asset Management Companies, 2006 Apr-07
Quantitative Update: Advisor Apr-07
Exhibit: Financial Advisors by Channel, 2006 Apr-07
Exhibit: Average Concentration of Advisors by Channel, 2006 Apr-07
Exhibit: Channel Comparison: Advisor Specialization, 2006 Apr-07
Exhibit: Channel Comparison: Areas of Advisor Team Specialization, 2006 Apr-07
Exhibit: Advisors by Revenue Source, 2003-2006 Apr-07
Exhibit: Channel Comparison: Advisor Core Market, 2006 Apr-07
Exhibit: Channel Comparison: Strategies That Would Ease the Portfolio Construction Process, 2006 Apr-07
Exhibit: Channel Comparison: Level of Support Provided to Advisors in Building Their Retirement Business, 2006 Apr-07
Packaging Issue: Come Together, Right Now Mar-07
Exhibit: Channel Scorecard: Percent of Advisors Surveyed Who Believe Firm Has Strong Brand Recognition Mar-07
Advice: Beware the Ides of March Mar-07
Exhibit: The Impact of Star Ratings on Target-Date Funds vs. Crowded Categories. 2006 Mar-07
Exhibit: Lifecycle and Lifestyle Funds with 3-Year Performance Mar-07
Exhibit: Differentiating Embedded-Advice Products Mar-07
Business: Selling Your Image Mar-07
Exhibit: Asset Managers' Advertising: Focus on Message Mar-07
Exhibit: Asset Managers with Single- vs. Multi-Brand Strategies Mar-07
Exhibit: Asset Managers' Planned Advertising by Media Outlet Mar-07
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Insurance: Stabilizing the Pendulum's Swing Mar-07
Exhibit: Variable Annuity Pendulum Swings to the Middle Mar-07
Exhibit: Variable Insurance Fund-of-Funds Assets and Net Sales, 2000-2006 ($ billions) Mar-07
Exhibit: Advisor Recommendation of Variable Annuities to Provide Retirement Income Mar-07
Insider: Product: Brand New (or Is It?) Mar-07
Exhibit: Percent of Asset Managers who Prioritize Innovation Mar-07
Exhibit: Hedge Fund Managers' Reasons for Leaving Long-Only Role Mar-07
Quantitative Update: Institutional Mar-07
Exhibit: Total U.S. Assets under Management, 1995-2005 ($ trillions) Mar-07
Exhibit: Total U.S. Institutional Client Assets under Professional Management, 2000-2005 ($ trillions) Mar-07
Exhibit: Total U.S. Institutional Client AUM by Distribution Method, 2000-2005 ($ trillions) Mar-07
Exhibit: Growth of Institutional Client AUM by Distribution Method, 2000-2005 Mar-07
Exhibit: Institutional Channel Profitability Rankings, 2005 Mar-07
Exhibit: Aggregate Asset Manager Institutional Personnel by Tier, 2005 Mar-07
Exhibit: Constitution of Institutional Client AUM by AMAM Distribution Method, 2005 ($ billions) Mar-07
Exhibit: Constitution of Institutional Client AUM by Marketplace/Vehicle, 2005 ($ billions) Mar-07
Inspired Investing Issue: Beyond the Bottom Line Feb-07
Exhibit: Wealth & Generosity Among Affluent Investors, by State ($ billions) Feb-07
Socially Responsible Funds: Greed is (Doing) Good Feb-07
Exhibit: Mutual Fund Assets by Screen Types , 2005 ($ billions) Feb-07
Exhibit: Assets and Number of Socially Screen Mutual Funds, 1996 - October 2006 ($ billions) Feb-07
Exhibit: SRI Fund Assets by Distribution Channel, October 2006 Feb-07
Donor-Advised Funds: An Easy Vehicle to Drive Feb-07
Exhibit: Donor-Advised Funds Defined Feb-07
Exhibit: Top 5 Donor-Advised Fund Providers used by Advisors, 2006 Feb-07
Exhibit: Top 4 Donor-Advised Funds - Comparison Feb-07
Exhibit: Top 4 Donor-Advised Funds' Asset Growth vs. S&P 500 Feb-07
Exhibit: Advisors Getting on Board with Giving Feb-07
Exhibit: Channel Comparison: Charitable Giving Services Currently Provided by Advisors, 2004-2006 Feb-07
Foundations: Fiduciary Duty Calls Feb-07
Exhibit: Total Foundation Aum and Growth, 1995-2006E ($ billions) Feb-07
Exhibit: Top 20 Foundations, 2005 ($ billions) Feb-07
Case Study: Innovest Strategic Value Advisors: Socially Responsible Diversification Feb-07
Exhibit: Philanthropy and Program-Related Investing Feb-07
Quantitative Update: Retail Feb-07
Exhibit: Total U.S. Assets under Management, 1995-2005 ($ trillions) Feb-07
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Exhibit: Total U.S. Retail Client Assets under Professional Management, 2000-2005 ($ trillions) Feb-07
Exhibit: Total U.S. Retail Client AUM by Distribution Method, 2000-2005 ($ trillions) Feb-07
Exhibit: Growth of Retail Client AUM by Distribution Method, 2000-2005 Feb-07
Exhibit: Retail Channel Profitability Rankings, 2005 Feb-07
Exhibit: Aggregate Asset Manager Retail Personnel by Tier, 2005 Feb-07
Exhibit: Constitution of Retail Client AUM by AMAM Distribution Method, 2005 ($ billions) Feb-07
Exhibit: Constitution of Retail Client AUM by Marketplace/Vehicle, 2005 ($ billions) Feb-07
Savings Issue: Good Things Come in Small Packages Jan-07
Exhibit: Generation C Average Annual Income vs. Expenditures Jan-07
Product: Section 529 Plans: Reform School Jan-07
Exhibit: Section 529 Plan Assets, 1999-2Q 2006 ($ billions) Jan-07
Exhibit: 529 Savings Plan Assets by Channel, 3Q 2006 Jan-07
Exhibit: Education (Their Own, Children's, or Grandchildren's) as a Primary Reason for Savings, 1989-2004 Jan-07
Product: Health Savings Accounts: Gesunheit Jan-07
Exhibit: Population Covered by HSAs by Age Group Jan-07
Exhibit: Preferred HSA Providers Jan-07
Exhibit: HSA, HRA, Health FSA, and Dependent Care FSA Comparison Jan-07
Exhibit: Highlights: Tax Relief and Health Care Act of 2006 Jan-07
Generations X&Y: Start Young, Start Now Jan-07
Case Study: American Century: Whatever You Want, We Can Help Jan-07
Exhibit: Reasons for Savings Across Generations, 2004 Jan-07
Insider: Retirement: Smaller Plans, Bigger Issues Jan-07
Exhibit: Small/Mid Plan Market Leaders by Average Employer Asset Size, 2005 Jan-07
Year-End Issue: The Industry Weighs In Dec-06
Exhibit: Biggest Fear for 2007 Dec-06
Product: How Big a Bite? Dec-06
Exhibit: Total ETF vs. Open-End Mutual Fund Assets and Growth ($ billions), 1995-09/2006 Dec-06
Exhibit: Total Number of ETFs and Percentage with >$5 Billion AUM (1995-09/2006) Dec-06
Case Study: Wisdom Tree Investments: Intelligent Design Dec-06
Wholesaling: Broad Coverage for a Better Price Dec-06
Exhibit: Top 10 Survey Results: Most Complicated Salesforce Issue Dec-06
Exhibit: Asset Managers Implementing the Hybrid Role Dec-06
Exhibit: Role of Activity in Wholesaler Compensation Dec-06
Advice: Drilling Down to the Affluent Dec-06
Exhibit: Advisor Product Usage for Affluent Clients Dec-06
Exhibit: Total Investable Assets Held by Affluent Investors ($ billions), 1989-2008E Dec-06
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Exhibit: Affluent Market by Generation Dec-06
Exhibit: Affluent Market by Race Dec-06
Hiring: Where Are the Good Guys? Dec-06
Exhibit: Annual U.S. Securities Industry Employment (thousands), 1992-09/2006 Dec-06
Exhibit: Professional Buyer Respondents' Number of Quantitative vs. Qualitative Analysts Dec-06
401(K): The Amazing Client Retention Race Dec-06
Exhibit: Customer Management Internal Processes and Learning Perspectives Dec-06
Exhibit: Professional Buyer Respondents' Number of Quantitative vs. Qualitative Analysts Dec-06
Exhibit: Provider Drivers by Plan Size Dec-06
Exhibit: Retirement Income Leaders Have Yet to Emerge Dec-06
POSTER: Asset Manager Addressable Marketplaces, 2006 Dec-06
Growth Issue: Pick Me, I'm Better Nov-06
Exhibit: U.S. Assets under Professional Management ($ billions), 1995-2005 Nov-06
CA Snapshot: Managed Account Assets and Growth Rates, 2Q 2005-2Q 2006 Nov-06
Private Wealth Groups: Growth on My Mind Nov-06
Exhibit: Reasons Why Private Wealth Firms Choose to Outsource Nov-06
Exhibit: Approaches Taken by Private Wealth Firms When a Client Becomes Unprofitable Nov-06
Bank Proprietary Funds: If There's Life, Let Them Grow Nov-06
Exhibit: Bank Proprietary Fund Assets and Flows ($ billions), 1996- 09/2006 Nov-06
Exhibit: Factors that Cause Asset Managers to Stand Out from Competitors, According to Advisors Nov-06
Insurance: Can I Play Too? Nov-06
Exhibit: Channel Comparison: Advisor Product Mix, 2006 Nov-06
Insider: Managed Accounts: There's Plenty for Everyone Nov-06
Exhibit: Managed Account Assets by Distribution Channel, 1999-2Q 2006 Nov-06
Exhibit: Wirehouse Client Assets in Managed Account Programs, 1998-2005 ($ billions) Nov-06
Exhibit: Total Managed Account Assets and Growth by Channel, 1995-2Q 2006 Nov-06
Training Issue: Basic Training Oct-06
Exhibit: Channel Comparison: Impact of Increased Compliance Requirements on Advisors, 2006 Oct-06
CA Snapshot: Channel Comparison: Advisor Assets under Management, 2005 and 2006 Oct-06
Training Advisors: Aiming for the Bull's-Eye Oct-06
Exhibit: Channel Comparison: Advisor Time Allocation, 2006 Oct-06
Exhibit: Channel Comparison: Advisor Licenses and Designations Advisors Currently Hold, 2006 Oct-06
Exhibit: Training: On Demand Oct-06
Case Study: TCW Funds: Advisors, Phone (or Click) Home Oct-06
Home Office Role in Training: Teach Them How to Fish Oct-06
Exhibit: Three Tiers of Brokerage Salesforces Oct-06
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Exhibit: Fee-Based Marketshare of Retail RIAs vs. Managed Accounts, 1998-2005 Oct-06
Exhibit: Expected Change in Advisor Asset Allocation to Managed Accounts, 2006 Oct-06
Exhibit: The Three Types of Unified Managed Accounts Programs Oct-06
Exhibit: Percentage of Broker/Dealer Advisorforce Currently Working as Part of a Team, 2006 Oct-06
Insider: Asset Management: Opening Doors Just by Knocking Oct-06
Exhibit: Level of Pressure from Sponsors to Supply Support/Value Add to Advisors, 2006 Oct-06
Exhibit: Professional Designations Held by Wholesalers vs. Advisors, 2006 Oct-06
Organization Issue: Connect the Dots Sep-06
CA Snapshot: Asset Manager Addressable Marketplace: Definitions and Assets for Retail and Institutional Segments Sep-06
Organizing Your Sales Force: Dedicating Your Resources Sep-06
Exhibit: Four Major Types of Professional Buyers Sep-06
Exhibit: Top 20 Investment Consulting Firms by Marketshare, 2006 Sep-06
Exhibit: Marketshare Decline of Top 20 Consulting Firms Ranked by Number of Clients (With Assets >$100M) Sep-06
Exhibit: Pro Buyers By Primary and Secondary Methods of Discovering New Managers, 2005 Sep-06
Exhibit: Pro Buyers' Research Criteria by Level of Importance, 2005 Sep-06
Organizing Investment Research: Who Guards the Guardians? Sep-06
Exhibit: Number of Asset Management Companies Advisors Work With Sep-06
Exhibit: Types of Research Used by Advisors Sep-06
Exhibit: Asset Growth: Nonproprietary Funds vs. Proprietary Funds ($ millions) and Growth Rate, 1996-2005 Sep-06
Insider: Retirement: You Pay for What you Get Sep-06
Exhibit: Impact of the Pension Protection Act on the Defined Contribution Industry Sep-06
Exhibit: Importance of 401(k) Plan Components to Plan Sponsors According to Providers, 2005 Sep-06
Client's Choice Issue Aug-06
CA Snapshot: Managed Accounts Assets and Growth Rates, 2004-2006 Aug-06
Manufacturing: Innovation in the Era of Proliferation Aug-06
Exhibit: Areas of Product Innovation and Examples Aug-06
Exhibit: Number of Annual New Long-Term Open-End Funds, 1980-2005 Aug-06
Exhibit: Marketplace Dynamics and the Degree of Mutual Fund Innovation Aug-06
RIAs: Should I Stay or Should I Go? Aug-06
Exhibit: Retail RIA Assets ($ billions) and Growth Rate, 1999-2005 Aug-06
Exhibit: Retail RIA Firms and Growth Rate, 1999-2005 Aug-06
Exhibit: Financial Advisors by Channel, 2006 Aug-06
Exhibit: Reasons High-End Advisors (>$100 Million in AUM) Went Independent Aug-06
Savings & Retirement Insider: Not By Products Alone Aug-06
Exhibit: Generating Retirement Income From Annuities Aug-06
Exhibit: Generating Retirement Income From Variable Universal Life Insurance Aug-06
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Exhibit: Frequency With Which Advisors Recommend Retirement Income Methods From Variable Annuities Aug-06
Exhibit: Annuity Sales By Distribution Channel, 2005 Aug-06
Asset Management Strategy Issue: Knock Knock Jul-06
CA Snapshot: Intermediary Definitions Jul-06
Manufacturing: Investment Performance by Design Jul-06
Exhibit: Refining Manufacturing Strategy Jul-06
Exhibit: The Asset Management Manufacturing Spectrum Jul-06
Case Study: Old Mutual, Patient Parent Jul-06
Exhibit: Crossfacturing Jul-06
Subadvisory Opportunity: Behind the Curtain Jul-06
Exhibit: Total U.S. Unaffiliated Subadvised AUM by Investment Vehicle ($ billions), 2001-2005 Jul-06
Exhibit: Subadvisor Defined Jul-06
Exhibit: Model Portfolios: Divergent Opinions Jul-06
Savings & Retirement Insider: The DaFABS Code Jul-06
Exhibit: FASB Defined Jul-06
Exhibit: FASB Proposals Summary Jul-06
Exhibit: Allocation of U.S. Corporate DB Plans, 2005 Jul-06
Case Study: GE Asset Management, Expertise in Liability -Driven Investment Jul-06
Learning Issue: Divide and Comprehend Jun-06
Exhibit: Segments Within Emerging Affluent/Affluent Wealth Tiers Jun-06
CA Snapshot: Asset Management: Total Retirement Market Assets, 1999-2005 Jun-06
401(K) Participant Learning: In Defense of Cheating; Defined Contribution Plan Program Enhancements Defined Jun-06
Exhibit: Defined Contribution Plan Program Enhancements Defined Jun-06
Exhibit: Percent of 401(k) Account Balances by Size of Account Jun-06
Exhibit: Percent of Plans Offering Automatic Enrollment by Number of Participants Jun-06
Exhibit: Auto-Anxiety, Automatic Enrollment programs raise concerns for sponsors Jun-06
Industry Training: Push Me, Pull You; Managed Account Groups Defined; The Ascent of Managed Account Groups Jun-06
Exhibit: Wirehouse Client Assets in Managed Account Programs, 1998-2005 ($ billions) Jun-06
Exhibit: Managed Account Groups Defined Jun-06
Exhibit: Fees are good: Adopt Fees Jun-06
Exhibit: The Ascent of Managed Account Groups, Three Stages of Development Jun-06
Exhibit: Total Managed Accounts Assets by Channel Scorecard ($ billions) Jun-06
Savings & Retirement Insider: Off to the Races Jun-06
Exhibit: Advisor Product Usage Jun-06
Exhibit: Retirement Income Challenges Jun-06
Exhibit: Retirement Income Opportunities Jun-06
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Exhibit: Growth and Complexity of Retirement Product Continuum Jun-06
Exhibit: Retirement Income Initiatives Jun-06
Exchange-Traded Funds Issue: What's It All About? Alpha May-06
Exhibit: Today, the Home Office Increasingly Acts as Asset Allocator May-06
CA Shapshot: Managed Accounts: Managed Account Assets and Growth Rates May-06
ETFs and Manufacturing: ETF 3.0?; Case Study: AMVESCAP May-06
Exhibit: ETF Assets, 1993 - March 2006 ($ billions) May-06
Exhibit: ETF Sponsors by AUM, March 2006 May-06
Case Study: AMVESCAP, Acquisition of Power Shares May-06
ETFs and Distribution: Lego My ETF; Case Study: QQQ Direct May-06
Exhibit: Channel Comparison: Advisor Usage of Exchange-Traded Funds, 2004 and 2005 May-06
Case Study: QQQDirect, Nasdaq Offers Small Investors Cheap Way to Purchase the QQQ May-06
Hedge Funds: Will Hedge Funds Go Pedestrian? May-06
Exhibit: Hedge Fund Firms' Affiliation May-06
Exhibit: Hedge Funds' Client Base by Percentage of Assets May-06
Exhibit: Partial Acquisition Rather Than Outright Purchase Makes Sense May-06
Savings & Retirement Insider: The Retirement Conundrum May-06
Exhibit: Estimated Number of Baby Boomers in Retirement, 2010-2040 (thousands) May-06
Exhibit: Retirement Income Programs Offered by Asset Managers May-06
Exhibit: Expected Change to Advisor Revenue Due to Disseminating Retirement Advice, 2005 May-06
Business Issue: Back to the Future Apr-06
Exhibit: Catalysts Complicating Vertical Integration in Fund Management Apr-06
CA Snapshot: Distribution: Channel Comparison: Advisor Product Mix, 2004 and 2005 Apr-06
Unconstrained Investing: Chasing Alpha in a Crab Market Apr-06
Exhibit: Mutual Fund Companies' Response to Pressures Apr-06
Employee Turnover: Show Me the Money; Case Study: Business Transitions Apr-06
Exhibit: Hedge Fund Managers' Reasons for Leaving Long-Only Role Apr-06
Exhibit: Pro Buyers' Reasons for Firing Investment Managers Apr-06
Case Study: Business Transitions, Transition and Succession Planning for Fee-Based Advisors Apr-06
Consumer-Driven Health Care: The Business of Health Care Apr-06
Exhibit: Growth of HAS/HDHP Enrollment, September 2004 - January 2006 Apr-06
Exhibit: Consumer-Driven Health Plans Glossary Apr-06
Exhibit: HSAs and Washington, D.C. Apr-06
Savings & Retirement Insider: Put the Horse Before the Cart Apr-06
Exhibit: Immediate Annuity Sales as Percentage of Total Annuity Sales Apr-06
Exhibit: Financial Planning Serves as a Product Flyer Apr-06
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Pricing Issue: Price Is Nice (But Not Always Necessary) Mar-06
Exhibit: Manager Selection Research Criteria by Level of Importance Mar-06
CA Snapshot: Asset Management: Estimated Total Annuity Sales Mar-06
Product Pricing: The Price Is Right Mar-06
Exhibit: Weighted Hedge Fund Average Performance, 1996-2005 Mar-06
Exhibit: Distribution of VA Contracts by Insurance Expense Charge, December 2005 Mar-06
Advisor Pricing: A Place for [All of] Us Mar-06
Exhibit: Channel Comparison: Advisor Compensation, 2004 and 2005 Mar-06
Exhibit: Intermediary Matrix, 2005 Mar-06
Platform Pricing: The Price of a Thing Is What It Will Bring Mar-06
Exhibit: Separate Account Consultant Program Assets and Growth Projections, 1999-2009 ($ billions) Mar-06
Exhibit: Top 10 Separate Account Consultant Program Sponsors ($ millions) Mar-06
Exhibit: Consultant Program Industry Revenue, Sponsor vs. Manager, 2005E ($ billions) Mar-06
Savings & Retirement Insider: Size Matters Mar-06
Exhibit: Participation in Employer-Sponsored Retirement Plans by Employees in Private Sector, March 2005 Mar-06
Exhibit: Distribution of 401(k) Micro Plans by Top 10 Provider, 2004 Mar-06
Exhibit: Number of 401(k) plans in the Micro Segment (<100 Participants), 1995-2009E Mar-06
Savings Issue: It's More Than a Game of Chance Feb-06
Exhibit: U.S. Personal Savings Rate Remains Paltry, While Spending Shows No Sign of Slowing Feb-06
CA Snapshot: Managed Accounts: Managed Account Assets and Growth Rates Feb-06
Roth 401(k) and 403(b): Never Pay Taxes Again Feb-06
Exhibit: ROTHs and 401(k)s at a Glance Feb-06
Exhibit: Percentage of Plan Sponsors Likely to Add Roth 401(k), 2005 Feb-06
IRA Rollovers: Roll Over Beethoven Feb-06
Exhibit: Total IRA Assets and Annual Growth Rates, 1994-2010E ($ billions) Feb-06
Exhibit: Retailization of Retirement Assets Feb-06
Exhibit: Rollover Asset Retention and Gathering Feb-06
Tax and Savings Proposals: Legislators Consider Ways to Improve Savings Feb-06
Exhibit: Private DC Asset Projections Feb-06
Exhibit: Percentage of Taxpayers with Dividend Income by Age Group Feb-06
Exhibit: U.S. Households Owning Equities Feb-06
Savings & Retirement Insider: The Medium Is [Not] the Message; Case Study: MassMutual; Case Study: Transamerica Feb-06
Exhibit: Percentage of Large DC Plans Using Various Communication Media Feb-06
Exhibit: Percentage of DC Plans Offering Investment Advice by Type and Plan Segment, 2004 Feb-06
Exhibit: Importance of 401(k) Plan Components to Plan Sponsors According to Providers, 2005 Feb-06
Case Study: MassMutual, e4 Feb-06
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Case Study: Transamerica, Plus 15 Participation Guarantee Feb-06
Differentiation Issue: Isn't That [Firm] Special? Jan-06
Exhibit: Consumers' Top Three Priorities for Global Financial Services Industry Jan-06
Differentiation by Branding: Burnish Me Bright Jan-06
Exhibit: Intermediary-Focused Asset Managers' Emphasis on Branding Jan-06
Exhibit: Advisors Rating Fund Company as "Excellent" or "Very Good" Jan-06
Differentiation by Client Base: Attracting the Emerging Majority Jan-06
Exhibit: U.S. Buying Power Statistics by Race ($ billions) Jan-06
Exhibit: Presence of Diversity Initiatives Jan-06
Case Study: Merrill Lynch, Multicultural and Diversified Business Development Group Jan-06
Differentiation by Mutual Funds: Throwing a Wrench in the Machine Jan-06
Exhibit: U.S. Large Cap and Small-Cap Mutual Fund Metrics Jan-06
Exhibit: Professional Buyers' Special Procedures for Finding Small-Cap Managers Jan-06
Differentiation by Customer Service: Private Lives; Case Study: Citibank Jan-06
Exhibit: Almost Half of U.S. Households are Willing to Switch Accounts to Firms Offering ID Theft Detection/Alert Services Jan-06
Case Study: Citibank, Citi ® Identity Theft Solutions Jan-06
Savings & Retirement Insider: Insuring the Difference Jan-06
Exhibit: Advertising Themes for the 10 Largest Life Insurance Companies Jan-06
Exhibit: Life and Annuity Patent Filings Sampling Jan-06
Year End Issue: The Industry Speaks--Again Dec-05
Exhibit: Biggest Business Fear for 2006 Dec-05
Exhibit: Biggest Business Challenge for 2006 Dec-05
Survey Says: High Net Worth: The Siren of Financial Services Dec-05
Exhibit: Cerulli Associates Wealth Segmentation Model Dec-05
Exhibit: Wealth Segmentation Dec-05
Exhibit: Average Advisors' Client Base Breakdown by Net Worth, 2004 Dec-05
Survey Says: Organizational Efficiency: Plumbers Need Not Apply Dec-05
Exhibit: Firms' Efforts Toward Greater Organizational Efficiency in 2006 Dec-05
Exhibit: Straight-Through Processing Defined Dec-05
Exhibit: What Happens to an Institutional Trade Dec-05
Survey Says: Specialist vs. Generalist: I Can Get It for You Wholesale Dec-05
Exhibit: Firms Identify Their Most Complicated Salesforce Issue for 2006 Dec-05
Exhibit: Asset Managers' Current Salesforce Structures, 2005 Dec-05
Exhibit: Importance of Asset Manager Offering Particular Services to Broker/Dealers, 2005 Dec-05
Survey Says: Managed Accounts: Everyone Wins Dec-05
Exhibit: Managed Account Segments Defined Dec-05
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Exhibit: Total Managed Account Assets, 1993-2008E ($ billions) Dec-05
Survey Says: Retirement: Boomer[anging] Assets Dec-05
Exhibit: Millions of Baby Boomers Cannot Be Ignored (Baby Boomers in thousands) Dec-05
Exhibit: Percent of Preretirement Income Needs By Workers and Experience by Retirees Dec-05
Process Issue: Brainteaser Nov-05
Exhibit: Industry Intermediary Interaction Nov-05
Asset Manager: Life After Open Architecture Nov-05
Exhibit: Definitions: Manager of Managers, Multiaffiliation, Fund adoption Nov-05
Exhibit: A Tale of Two Strategies: Two success stories: American Funds & AMG Nov-05
Exhibit: Asset Managers' Reported Core Competencies Nov-05
Exhibit: Asset Managers' Reported Marketing Organizational Changes, 2005 Nov-05
Distributor: Darlings of Distribution Nov-05
Exhibit: Global Manager of Managers Product Assets Under Management ($ billions) Nov-05
Exhibit: Professional Buyers Reach Downmarket Nov-05
Exhibit: Chemical Reaction: Professional buyers will influence mutual fund buying behavior Nov-05
Exhibit: LPL's Research Continues to Innovate Nov-05
Industry Employment: 30,000 Feet Nov-05
Exhibit: Annual Securities Industry Employment (thousands) Nov-05
Exhibit: Channel Comparison: Average Administrative and Professional Staff Members Nov-05
Advisor: Broker? Advisor? Advoker? Nov-05
Exhibit: Advisors by Revenue Source: Broker/Dealer Advisors Only Nov-05
Savings & Retirement Insider: A PC in Every Firm? Nov-05
Exhibit: Institutional Distribution of Assets, 1999-2004 Nov-05
Organization Issue: What's in a Name Oct-05
Exhibit: Asset Manager Addressable Marketplace Segments Oct-05
Organizing Advisory Practices: Just Do It; RIA Frugality Oct-05
Exhibit: Asset Management Delegation Defined Oct-05
Exhibit: Rep as Portfolio Manager Defined Oct-05
Exhibit: Specialists Found on Advisor Teams Oct-05
Exhibit: Advisor Screening Criteria for RPM Program Participation Oct-05
Exhibit: Rep as Portfolio Manager Competitive Snapshot Oct-05
Exhibit: Evolution of RIAs Oct-05
Organizing Funds: The Plot Thickens Oct-05
Exhibit: Lifecycle Fund Net Flows ($ billions) Oct-05
Exhibit: Sample of Asset Allocation Funds Oct-05
Exhibit: Organizing the Message: Describing the Managers, Validating the Structure, Reporting Oct-05
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Savings & Retirement Insider: Organizing Retirement Requirements Oct-05
Exhibit: Comparing Broker/Dealer Platforms Oct-05
Exhibit: Retirement Assets in Mutual Funds ($ billions) Oct-05
Client's Choice Issue Sep-05
Electronic Payments: Cashless Cows Sep-05
Exhibit: Money Flow in the Credit Card Industry Sep-05
Exhibit: Growth of Credit Card and Private-Label Card Transactions ($ billions) Sep-05
Exhibit: Segmenting Credit Card Customers Sep-05
Donor-Advised Funds: Chary of Charity Sep-05
Exhibit: Donor-Advised Funds Defined Sep-05
Exhibit: Donor-Advised Funds vs. Private Foundations Sep-05
Exhibit: Commercial Donor-Advised Funds Assets and Amount Distributed to Charities Sep-05
Mutual Fund Revenue Sharing: Continuing Controversy Sep-05
Exhibit: Industry Use of 12b-1 Fees Sep-05
Managed Accounts: A Star Is Born Sep-05
Exhibit: Total Managed Account Asset Growth ($ billions), 1994 - 2Q 2005 Sep-05
Exhibit: Unified Managed Account Defined Sep-05
Exhibit: Mutual Fund Advisor Programs Defined Sep-05
Exhibit: Mutual Fund Advisory Program Assets by Program Type 1996 - 2Q 2005 Sep-05
Savings & Retirement Insider: I'm Just a Bill Sep-05
Exhibit: S&P 500 Company DB Assets and S&P 500 DB Plan Funding Levels ($ billions), 1999-2004 Sep-05
Exhibit: DB Contributions as a Percentage of DB Assets, 1980-2008E Sep-05
Exhibit: Auto-Pilot Features Chosen by Plan Sponsors Sep-05
Plumbing Issue: Wrenching Decisions Aug-05
Exhibit: All Outsourcing Opportunities for Broker/Dealers? Aug-05
Outsourcing: Gotta Wear Shades Aug-05
Exhibit: Clearing Providers Defined Aug-05
Exhibit: Clearing Firms Ranked by Number of Correspondent Broker/Dealer Clients Aug-05
Exhibit: Citigroup Asset Manager Solutions Aug-05
Algorithmic Trading: Look Ma, No Hands Aug-05
Exhibit: NMS Reforms Aug-05
Exhibit: Increase in Algorithmic Trading Aug-05
Risk Management: Pianos Falling from the Sky Aug-05
Exhibit: Broker/Dealer Risk Categories Inherent in Business Activities Aug-05
Exhibit: Sample Organization of Internal Risk Management Unit Aug-05
Exhibit: Operational Risk Event Types and Examples Aug-05
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Prime Brokerage, Direct Market Access, and Risk Aug-05
Exhibit: Prime Brokerage Net Revenue Forecast ($ millions) 2005-2009 Aug-05
Savings & Retirement Insider: Catch 22(c)-2 Aug-05
Exhibit: The Impact of Regulation 22(c)-2 Aug-05
Exhibit: Sample Retirement Trade Aug-05
Exhibit: The State of TPAs Aug-05
Asset Management Strategy Issue: Terra Nueva Jul-05
Exhibit: Disintermediation Nation, Reduction in Asset Manager Influence over Advisor Jul-05
Asset Management Pressures: In a Pinch Jul-05
Exhibit: Full Court Press, Asset Managers Are Put to the Test Jul-05
Exhibit: Global Asset Management Industry Assets Under Management ($ trillions), 2002-2009E Jul-05
Asset Management Revenue Sharing: The Field-of-Dreams Approach Jul-05
Exhibit: Revenue Sharing Defined Jul-05
Exhibit: Average Annual Revenue-Sharing Payments Per Top-Tier Distributor, 2004 Jul-05
Exhibit: Asset Managers' Revenue-Sharing Evaluation Processes Jul-05
Asset Management Priorities: Miracle-Gro Jul-05
Exhibit: Channel Scorecard: Ranking Factors Influencing Decisions to Use and Asset Manager, 2004 Jul-05
Exhibit: Channel Scorecard: Relative Performance of Most-Used Asset Manager Providing Business-Growing Ideas, 2004 Jul-05
Exhibit: Compensation Scorecard: Relative Performance of Most-Used Asset Manager Having Strong Brand Recognition, 2004 Jul-05
Savings & Retirement Insider: The Meek Shall Inherit the Earth Jul-05
Exhibit: Characteristics of 401(k) ETF Providers Jul-05
Exhibit: Percent of Assets Allocated to ETFs by RIAs, 2001-2005 Jul-05
Exhibit: ETF Assets ($ billions), 2000-2004 Jul-05
Distribution Strategy Issue: The Torch Jun-05
Exhibit: Advisor Time Squeeze Jun-05
Advisor Product Usage: Product (In)Flux Jun-05
Exhibit: Advisor Practice Type Segments Defined Jun-05
Exhibit: Product Mix by Channel, 2004 Jun-05
Exhibit: Product Mix by Advisor Practice Type, 2004 Jun-05
Exhibit: Case Study: Success Metrics Jun-05
Revenue Sharing: The Fallout Stage Jun-05
Exhibit: Revenue Sharing Defined Jun-05
Exhibit: Broker/Dealers' Justification in Charging Revenue Sharing Jun-05
Exhibit: Estimated Cost of Regulation Jun-05
Exhibit: Majority of Top Producers Willingness to Sell Preferred or Strategic Funds if Revenue-Sharing Disclosure Was Required Jun-05
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Private Banking: Reinvigorating the Private Bank Jun-05
Exhibit: Examples of Private Client Group Archetypes Jun-05
Exhibit: Centralized Investment Product Platform Jun-05
Exhibit: Open Architecture Defined Jun-05
Exhibit: Evolution of Global Private Banking's Individual Client Jun-05
Savings & Retirement Insider: SEParating Plans Is Not SIMPLE Jun-05
Exhibit: Home-Office Support Offered to Advisors in Building Retirement Business Jun-05
Exhibit: Mix of Retirement Plan Assets for Which Advisors Receive Ongoing Compensation Jun-05
Exhibit: Factors Impacting the Advisor 401(k) Selection Process Jun-05
Segmentation Issue: A Beautiful Mosaic May-05
Segmenting Advisors: Devil's in the Details May-05
Exhibit: Financial Advisors by Channel, 2004 May-05
Exhibit: Channel Loyalty Scorecard: Use of the Currently Most-Used Asset Managers vs. Five Years Ago, 2004 May-05
Exhibit: Reasons Advisors Do Not Want to Do Business With an Asset Manager May-05
Exhibit: Advisors By Revenue Source and Channel: Advisor Satisfaction Survey Respondents, 2004 May-05
Segmenting Investors: At the Crossroads of the Cross-Sell May-05
Exhibit: Sample Cross-Product Segmentation May-05
Exhibit: Advisor Profiling Types Stats: Record Review, Statement Review, Interview May-05
Segmenting Hedge Funds: All the Stars in the Universe May-05
Exhibit: Estimated U.S. and Offshore Hedge Fund Assets, 2000-2005 May-05
Exhibit: Hedge Fund Strategies, Mid-Year 2004 May-05
Exhibit: Distribution of Hedge Fund Assets by Size of Fund, 2004 May-05
Exhibit: Global Hedge Fund Characteristics, 2004 May-05
Savings & Retirement Insider: Small-Plan Bandwagon May-05
Exhibit: 2001 and 2004 R-Share Market Leaders May-05
Exhibit: Number of Companies Offering R-Shares and Assets in R-Share Classes, 1995-2004 May-05
Exhibit: Concentration of DC Managers Who Also Offer R-Shares May-05
Relationships Issue: He Who Endures Apr-05
Exhibit: Positive Externalities, Large firms create enduring relationship with client while smoothing revenues Apr-05
Brokerage and Investors: Focus on Fees Paying [Off]; Operating on All Cylinders Apr-05
Exhibit: Recurring Revenues in the Merrill Lynch Global Private Client Group Apr-05
Exhibit: Example of the Integrated Business Model Apr-05
Exhibit: Profitability Trends in the U.S. Securities Industry ($ millions), 2001-2004 Apr-05
Asset Management and Investors: The All-in-One Mutual Fund Apr-05
Exhibit: Lifecycle and Asset Allocation Fund Assets ($ billion), 2000-2004 Apr-05
Exhibit: Lifecycle and Asset Allocation Fund Net Flows ($ billion), 2000-2004 Apr-05
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Sponsors and Subadvisors: Fast-Acting Relief Apr-05
Exhibit: Subadvisory Defined Apr-05
Exhibit: Sponsors' Stance on Fund Adoptions, 2004 Apr-05
Exhibit: Case Study: John Hancock, Filling the Gaps Apr-05
Exhibit: Example of Asset-Based Fee-Sharing Breakpoint Agreement Apr-05
Exhibit: Adopt or Outsource? Apr-05
Savings & Retirement Insider: No Automatic Distribution Without Retribution Apr-05
Exhibit: Safe Harbor IRA Guidelines Apr-05
Exhibit: Percent of Participants Chasing Out by Age Apr-05
Exhibit: Percent of 401(k) Distributions Cashed Out for Select Account Balances Apr-05
Contingency Issue: Managing the Ifs Mar-05
Retirement Income: Abracadabra Mar-05
Exhibit: Evolving Retirement Income Solutions by Program Mar-05
Exhibit: Different Affluence Level = Different Retirement Needs Mar-05
Wealth Transfer: Heir Tight Mar-05
Exhibit: Types of Training Used by Firms Mar-05
Exhibit: Summary Analysis: Wealth Transfer Methods Mar-05
Equity-Indexed Annuities: Neither Fish nor Foul Mar-05
Exhibit: Equity-Indexed Annuity Sales ($ billions), 1995-2004 Mar-05
Exhibit: Comparison of Annuity Types Mar-05
Long-Term Care: The Third Leg for Life After Retirement Mar-05
Exhibit: Long-Term Care Scope Mar-05
Exhibit: Long-Term Care Insurance Policy Distribution Channels, 2002 Mar-05
Savings & Retirement Insider: Let a Million Accounts Bloom? Mar-05
Exhibit: Pros and Cons of Privatization Mar-05
Channels Issue, Part II: The Davids Feb-05
Exhibit: Services Provided by Channel, 2002 and 2004 Feb-05
Regional Brokerages: Culture Club Feb-05
Exhibit: Regional Broker/Dealer Business Models, 2002 and 2004 Feb-05
Exhibit: Advisors Offering Wealth Transfer Services by Channel Feb-05
Independent Broker/Dealers: The Price of Independence Feb-05
Exhibit: Cerulli Independent Broker/Dealer Channel Segmentation Feb-05
Exhibit: Number of Independent Broker/Dealer Firms by Advisor Headcount Feb-05
Exhibit: Product Mix for Independent Broker/Dealer Advisors Feb-05
Intermediary Matrix Feb-05
Registered Investment Advisors: Still the One Feb-05
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Exhibit: Retail RIA Market Segmentation, 2003 Feb-05
Exhibit: Wholesaling and RIA Feb-05
ATMs: ATMs As a Distribution Channel, Part II Feb-05
Channels Issue, Part I: The Goliaths Jan-05
Exhibit: Services Provided by Channel (Bank Broker/Dealer, Insurance Broker/Dealer, Wirehouse), 2002 and 2004 Jan-05
Wirehouse Channel: Kings of the Hill Jan-05
Exhibit: Wirehouse Firms by Advisor Headcount, 2004 Jan-05
Exhibit: Proprietary Net Flows by Channel ($ millions), 1995-2004E Jan-05
Intermediary Matrix Jan-05
Insurance Channel: Annuity Experts Jan-05
Exhibit: Average Insurance Rep Jan-05
Exhibit: Insurance Brokerage Product Mix, 2004 Jan-05
Exhibit: Asset-Gathering Strategies Abroad for Insurance Companies Jan-05
Case Study: Principal Financial and Retirement Jan-05
Bank Channel: Bank Brokerage for the Masses Jan-05
Exhibit: Top 10 Bank Broker/Dealer Firms by Advisor Headcount, 2004 Jan-05
Exhibit: Advisor Practice Types Within the Bank Broker/Dealer Channel Jan-05
ATMs: ATMs As a Distribution Channel Jan-05
Exhibit: Pros and Cons of ATM Network Ownership Jan-05
Year-End Issue: The Industry Speaks Dec-04
Exhibit: 2005 DJIA Level as Projected by Clients Dec-04
Survey Says: Teams Dec-04
Exhibit: Advisor Practice Types and Teams Dec-04
Exhibit: Advisor Business Model by Channel (Bank Broker/Dealer, Insurance Broker/Dealer, Independent Broker/Dealer) Dec-04
Exhibit: One Example of an Advisory Team Dec-04
Survey Says: Retirement Dec-04
Exhibit: Expected Change to Rollover Budget Components for IRA Providers, 2004 Dec-04
Exhibit: Marketshare for 401(k) Recordkept Assets and Retained IRA Rollover Assets by Provider Type, 2003 Dec-04
Survey Says: Advice Dec-04
Exhibit: How Will Advisors Provide Additional Advice Offerings? Dec-04
Exhibit: Fee-Based Business Operates Best with Fewer Clients Dec-04
Exhibit: A Comparison of Fee Structures (Asset-Based, A La Carte, Per Plan, Hourly, Retainer) Dec-04
Exhibit: Number of Asset Managers Used by Compensation Type, 2004 Dec-04
Survey Says: Systems Dec-04
Exhibit: Anticipated Compliance Headaches Dec-04
Exhibit: Factors Driving Increased Compliance Costs Dec-04
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Exhibit: Compliance Budget Allocation Dec-04
Exhibit: Information Categorized by Type and Purpose Dec-04
Survey Says: Institutional Dec-04
Exhibit: Institutional Vehicle Characteristics (Institutional Mutual Fund, Commingled Fund, Separate Account) Dec-04
The Trust Issue: The Ties that Bind Us Nov-04
Trusting Management: Underwhelmed Nov-04
Exhibit: Pension Benefit Guaranty Company Facts, 2003 Nov-04
Exhibit: Dollar Amounts of Claims to Pension Benefit Guaranty Companies' Single-Employer Program Nov-04
Exhibit: Net Financial Position of the Pension Benefit Guaranty Companies' Single-Employer Program Nov-04
Trusting Employees: Building a Fan Club Nov-04
Exhibit: Institutional and Retail Decision Making Process for Choosing Asset Managers Nov-04
Exhibit: Advisor Criteria for Selecting Asset Managers Nov-04
Exhibit: Wholesalers Move Upmarket, Advisors Demand a High-Quality Consultative Sales Process Nov-04
Trusting Asset Managers: I'll Have What He's Having Nov-04
Exhibit: Key Market Trends among Investors Nov-04
Exhibit: Customer Relationship Management Spending by Region Nov-04
Case Study: Bank of America, A Greek Disney? Nov-04
Trusting the Industry: Warm Fuzzy Feelings Nov-04
Exhibit: Retail Recovery, Retail Commission Revenues Take Roughly Twice as Long as the Broad Market Index Nov-04
Exhibit: Problems for the Financial Services Industry Nov-04
Exhibit: Factors Important to Regaining Investor Trust in Europe Nov-04
Exhibit: Products Likely to be at the Center of an Investment Controversy in Europe over the next Five Years Nov-04
The Organization Issue: When in Rome Oct-04
Organizing Departments: Jack Be Nimble; Veni, Vidi, Reorganized Oct-04
Exhibit: Organization of Asset Management Marketing Department Organization Oct-04
Exhibit: Asset Managers Reporting Product Management Group Organizational Changes Oct-04
Exhibit: Asset Managers' Reported Mutual Fund Consolidation During Past 24 Months Oct-04
Exhibit: Evolution of the Client-Centric Model Oct-04
Organizing Advisors: The Skinny on Multiple Affiliation Oct-04
Exhibit: Advisor Scorecard by Channel Oct-04
Exhibit: Independent Broker/Dealer Segmentation Matrix Oct-04
Exhibit: Raymond James Advisor Business Models Oct-04
Organizing Products: Freedom with Responsibility Oct-04
Exhibit: Open Architecture in Financial Services ($ millions) Oct-04
Client's Choice Issue Sep-04
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Regulation: Writer's Block Sep-04
Exhibit: A Select List of Final Rules Passed by the SEC in 2004 Sep-04
Institutional Fund Selection: Bugaboos Sep-04
Exhibit: Factors to Consider in Fund Selection Sep-04
Exhibit: Pressure on Fund Expense Ratios Sep-04
Credit Cards: Big Profits Attract New Players Sep-04
Exhibit: Credit Card Profits Continue to Climb ($ billions), 1990-2003) Sep-04
Exhibit: Investment Firm Credit Card Comparison Sep-04
Case Study: Merrill Lynch, Merrill + Visa = $$$$ Sep-04
Exhibit: Merrill's Reward Points for Mortgages and Closing Costs Sep-04
Registered Investment Advisors: Indy 12,000 Sep-04
Exhibit: RIA Market Segmentation Sep-04
Exhibit: Retail RIA Assets ($ millions), 1998-2003 Sep-04
Exhibit: Wealth Managers Control the Majority of Retail RIA Assets Sep-04
Total Benefits Outsourcing: Outsource Me Sep-04
Exhibit: Total Retirement Outsourcing, Total Benefits Outsourcing, Human Resources Outsourcing Defined Sep-04
Exhibit: Partially and Fully Outsourced Services Sep-04
The Retirement Issue: Reversal of Fortune Aug-04
Exhibit: Top 10 Hot Cities for Reverse Mortgages, FY 2003 (# loans) Aug-04
The Industry in Assets: Follow the Bouncing Balls Aug-04
Exhibit: Retirement Assets in IRAs DC, DB, Federal Pension, Annuities Aug-04
Exhibit: The Future of Hybrid Plans: Will They Take Hold? Aug-04
Exhibit: Annual Growth Rate of Retirement Assets Aug-04
Exhibit: Investment-Only Distribution Trend Aug-04
Exhibit: Percent of Total Retirement Assets Aug-04
Micro-Plans: Mini Me Aug-04
Exhibit: 401(k) Plans by Segment (2001-2006E) Aug-04
Retirement Income: Taking the Pedal Off the Metal Aug-04
Exhibit: Addressable Market Assets in Retirement Mode and Retirement Mode Assets as % of the Addressable Market Aug-04
Exhibit: Addressable Market Assets in Retirement Mode by Generation Aug-04
Exhibit: Addressable Market Outflows by Generation Aug-04
Exhibit: Retirement and Wealth Transfer Portfolio Aug-04
Private DC Plan Products: Great Taste, Less Filling Aug-04
Exhibit: Retail Mutual Fund ABCs and I's and R's (Breakdown of A, B, C, R, I, and Z shares) Aug-04
Case Study: Retirement Shares: Shares 'R' Use Aug-04
Exhibit: 401(k) Assets in Institutional Mutual Funds Aug-04
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Exhibit: Increased Regulatory Scrutiny Keeps Focus on Fees Aug-04
Asset Management Strategy Issue: The Active Ingredient Jul-04
Asset Managers as Subcontractors: And the Beat Goes On Jul-04
Exhibit: Asset Managers in a Subcontractor Role Jul-04
Exhibit: Distribution Dynamic: Platforms have changed the competitive landscape for asset managers. Jul-04
Managed Account Marketplace: Of MAGs, UMAs, and Other Acronyms Jul-04
Exhibit: Managed Account Segments Defined Jul-04
Exhibit: Unified Managed Account Defined Jul-04
Exhibit: Managed Account Group Defined Jul-04
Exhibit: Managed Account Assets and Growth Rates, 2002-2004 Jul-04
Exhibit: Relative Importance of Factors Driving Advisor Usage of Separate Accounts Jul-04
Mutual Funds: From Flagships to Dinghies Jul-04
Exhibit: Fading Flagship Mutual Funds Jul-04
Exhibit: Asset Managers' Reported Mutual Fund Consolidation During Past 24 Months Jul-04
Expansive Strategies: Big Jul-04
Exhibit: Asset Managers Planning to Add Investment Capabilities by Method Jul-04
Exhibit: Pure Asset Management M&A Transactions Worldwide Jul-04
Research Roundup: Activating Traders Jul-04
Exhibit: Total Media Spending by Brokerage Category and Active Trader Specific Jul-04
Exhibit: Media Mix Active Trader Specific: $73.9 Million Jul-04
The Distribution Strategy Issue: Sticky Fingers Jun-04
Advisor Product Usage: The (Alter)Natives are Restless Jun-04
Exhibit: Product Mix by Channel, 2Q 2004 (Bank, IBD, Insurance, Regional, RIA, Wirehouse) Jun-04
Exhibit: Alternative Investments Defined Jun-04
Exhibit: Average Allocation o ETFs by Distribution Channel Jun-04
Exhibit: Projected Change in Alternative Investments Usage Across Channels Jun-04
Asset-Liability Management: Spinning Gold from Straw; FinancialCircuit's MoneyFind Active Jun-04
Exhibit: Customer Profiling Method for Advisors Jun-04
Exhibit: Estimated Number of Online Brokers, 2Q 1997-2004 Jun-04
Exhibit: Components of Investable Assets and Net Worth Jun-04
Online Brokers: Blast from the Past Jun-04
Exhibit: Estimated Number of Online Brokers, 2Q 1997-2004 Jun-04
Bank Brokerage: Branching Out, So Watch Out Jun-04
Exhibit: Advisor Compensation by Channel, 2Q 2004 Jun-04
Exhibit: Number of Proprietary Fund Families by Channel, May 2003 Jun-04
Back Page Sage: Come On, Be Smart Jun-04
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The Wealth Issue: Serving Mr. Howell May-04
Exhibit: Advisor Practice Types May-04
Channel Analysis: Everyone and Their Brother May-04
Exhibit: Services Currently Offered by Channel May-04
Exhibit: Client Net Worth by Channel May-04
Private Equity: Art of the Deal May-04
Exhibit: The Rise and Fall of Private Equity Commitments ($ millions), 1995-2003E May-04
Exhibit: Private Equity Fund of Funds Marketshare of All Private Equity Commitments, 1995-2003E May-04
Exhibit: Benefits of Private Equity Fund of Funds May-04
Commercial Donor Advised Funds: Philanthropic Profit May-04
Exhibit: Top 10 Commercial Donor Advised Funds May-04
Exhibit: The Donor Advised Fund Tax Advantage May-04
Platform-Based Distribution: If the Shoe Fits May-04
Exhibit: Platform Components May-04
Exhibit: Private Client Group Platform Evolution May-04
Exhibit: Private Client Group Approaches to Open Architecture May-04
Exhibit: Bullish on Wealth Management Platforms May-04
The Operations Issue: You're Fired Apr-04
Exhibit: Plumbers in the Mutual Fund Industry: Utilities and Third-Party Service Providers Apr-04
Retirement: Big Fingers for a Big Pie (Large TPAs stake claim in 401(k) processing) Apr-04
Exhibit: Percent of 401(k) Assets Recordkept by Type of Provider, 2003E Apr-04
Exhibit: Pre-Clearinghouse Platform: Tough to untangle roles of different players Apr-04
Exhibit: 1-2-3s of Tri-Party Trading Apr-04
Exhibit: Defined Contribution Clearance & Settlement Tri-Party Trading Process Apr-04
Exhibit: 401(k) Marketshare Versus Marketshare of Annual Rollover IRA Contributions, 2002 Apr-04
Trustlynx: So TPAs Don't Get Rolled Over Apr-04
Exhibit: 401(k) Marketshare Versus Marketshare of Annual Rollover IRA Contributions, 2002 Apr-04
Retirement: The Key to the Kingdom (rollover assets) Apr-04
Exhibit: Traditional IRA Asset Projections ($ billions), 2003-2012E Apr-04
Mutual Fund Processing Services: You've Come a Long Way, Baby Apr-04
Exhibit: Commission Settlement Apr-04
Exhibit: Networking Apr-04
Exhibit: Fund/SERV Apr-04
Exhibit: Fund/SPEED Apr-04
Exhibit: Mutual Fund Profile Service Apr-04
In the Spotlight: Version 5.0? (Reforming the National Market System) Apr-04
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Exhibit: Proposed Changes in Regulation National Market System (NMS) Apr-04
In the Spotlight: Prime Rib (Hedge funds get the choice cut of services) Apr-04
Exhibit: Prime Brokerage Marketshare by Number of Funds, 2002 Apr-04
Exhibit: Broker/Dealer Firm Alternative Investment Assets by Product Type Apr-04
Client's Choice: Decision Time (Entering the mass market) Apr-04
The Product Packaging Issue: Greetings, Earthling Mar-04
Exhibit: 2003 Assets in ETFs, Hedge Funds, Variable Annuities, Managed Accounts, Long-Term Open-End Mutual Funds Mar-04
Risk Management: The Elephant in the Room Mar-04
Exhibit: Assets in U.S. Exchange-Traded Funds ($ millions), 1993-2003 Mar-04
Exhibit: U.S. Hedge Fund Assets ($ billions), 1999-2003E Mar-04
Exhibit: Advisor Software, Inc. (ASI) Mar-04
Wholesaling: One Inch Wide and 90 Feet Deep Mar-04
Exhibit: Advisor and Wholesaler Evolution Mar-04
Exhibit: CIMA: Wholesaler Designation of Choice Mar-04
Case Study: mWholesaler: Where the Rubber Meets the Road: Wholesaling Technology Mar-04
Branding: Golf Balls and Emotion Mar-04
Exhibit: Cycles of Asset Manager Branding Mar-04
Exhibit: The Relative Importance of Branding Mar-04
Exhibit: Mutual Fund Industry: Measured Advertising Expenditures Mar-04
European Advice: Embedder than Nothing Mar-04
Exhibit: Global Multimanager AUM ($ billions), 2002-2003: France, Germany, and Italy Mar-04
Exhibit: Multimanager Defined Mar-04
Research Roundup: Separateus Accountus Mar-04
Exhibit: Separate Accounts and Long-Term Mutual Funds Industry Growth Rates, 2000-2003 Mar-04
Exhibit: Separate Accounts and Long-Term Mutual Funds Industry Redemption Rates, 2003 Mar-04
Savings Issue: Oh, Behave Feb-04
Exhibit: Household Savings Rates for Select Countries (Japan, Germany, France, Canada, U.S., Australia) Feb-04
Demographics: Shaving Square Pegs Feb-04
Exhibit: Percentage of Families that Saved by Age of Head of Household, 1992-2001 Feb-04
Exhibit: Select Savings Special Events, 1971-2004 Feb-04
Exhibit: Percent of Families that Saved by Race, 1992-2001 Feb-04
Exhibit: Savings by Percentile of Income and Year, 1992-2001 Feb-04
Case Study: Vesdia Corp.: Spoon-Fed Savings Feb-04
Health Savings Accounts: Financial Cure for Medical Headaches Feb-04
Exhibit: Consumer-Driven Medical Savings Plan Types: Pros and Cons Feb-04
Money Market Funds: Giving "Sweep" Accounts New Meaning Feb-04
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Exhibit: FDIC-Insured Sweep Accounts Feb-04
Exhibit: Money Market Accounts vs. Money Funds ($ billions), 1974-2003 Feb-04
Annuities: What a Difference a Day Makes Feb-04
Exhibit: Variable Annuity Net Flows ($ billions), 1995-2003E Feb-04
Exhibit: Median Defined Contribution Balances for Families with Selected Employer-Based Retirement Plans, 1992-2001 Feb-04
Exhibit: Immediate Annuity Premium Flows ($ billions), 2000-2032E Feb-04
College and Retirement: Swimming in Da Nile Feb-04
Exhibit: Defined Contribution Plan Contributions and Distributions ($ billions), 1995-2008E Feb-04
Exhibit: 529 Savings Plan Assets and Growth Rates ($ millions), 2000-2003E Feb-04
Guidance and Advice Issue: The Visible Hand Jan-04
Exhibit: Advice and Guidance Intersect Jan-04
Exhibit: Advice and Guidance Defined: What's the Difference? Jan-04
Exhibit: Investor Types and Levels of Advice and Guidance Jan-04
Home Office: I'll Pay You Tuesday for Advice Today Jan-04
Exhibit: Hybrid Home Office Model Jan-04
Direct Marketers: Those Left Standing Jan-04
Exhibit: Mutual Fund Assets by Distribution Channel, 1995-2003E Jan-04
Exhibit: Vanguard's Retail Business Model Jan-04
Affinity Groups: Safety in Numbers Jan-04
Exhibit: Select Affinity Groups Jan-04
Exhibit: Total Assets in Select Affinity Group Mutual Funds ($ billions), 1985-10/2003 Jan-04
Plan Participants: Do Nothing and Prosper Jan-04
Exhibit: Number of Private 401(k) and Private Defined Benefit Plans (Thousands), 1990-2002 Jan-04
Exhibit: Defined Contribution Assets and Contributions ($ billions), 1995-2005E Jan-04
Backpage Sage: Doing the Due (Diligence) Jan-04
Exhibit: Information Gatekeepers Jan-04
Year-End Reflections and Projections: New World Order Dec-03
Asset Management: Skate to Where the Puck Is Going Dec-03
Asset Manager-Distributor Relationships Dec-03
Clearing the Way for RIAs Dec-03
Distribution: Heavy the Head that Wears the Crown Dec-03
Easy as DBC Dec-03
Governance: The Eradication of Preferred Lists? Dec-03
Investor Demands: Shareholders of the World, Unite! Dec-03
IRAs: Rolling Over, but Nowhere Near Dead Dec-03
Mutual Fund Subadvisory: Ante Up Dec-03
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Revenue Sharing, What Is? Dec-03
Service Agent Offerings: Everything, and the Kitchen Sink Too Dec-03
Shareholders of the World, Unite! Dec-03
TD Waterhouse Enhances Veo Platform Dec-03
Technology: One Client at a Time Dec-03
Intermediary Salesforce Issue: Economies of Sales Nov-03
Compensation: Achieving Maximum Profitability Nov-03
Compliance: Compliance Dollars Making Business Sense Nov-03
Deferred Compensation Plans Under Scrutiny Nov-03
Financial Planning: The Game of Life Nov-03
Research Roundup: 529 Savings Plans: Assets continue to rise, but are all boats rising? Nov-03
Rules Recently Passed by the SEC Nov-03
Team Practices: Retail Brokerage Business Retools Nov-03
Top Producers: They Ain't What They Used to Be Nov-03
Insurance Issue: Insuring the Future Oct-03
Banks: Expanding Horizons Oct-03
Distribution: RIAs: Ready for the Competition; Banks: Expanding Horizons Oct-03
DTCC Insurance Services Oct-03
Focus on Investment Consultants (Client's Choice) Oct-03
Insurance Products: Variable Annuities; Long-Term Care Oct-03
Investment Consultants Oct-03
Liability Management Software Oct-03
Long-Term Care Oct-03
Online Insurance Providers: Increasing Traffic Oct-03
Ready for the Competition Oct-03
RIAs: Ready for the Competition Oct-03
Variable Annuities Oct-03
Institutional Issue: Seeking the Silver Lining Sep-03
529 Plans: Quest for Stability Sep-03
Defined Benefit Plans: DB Underfunding: A Perfect Storm Sep-03
International: Japanese Pension Crisis Sep-03
Lifecycle Funds: Delivering Advice and Asset Allocation Sep-03
MassMutual Sep-03
Quest for Stability Sep-03
Research Roundup: Managed Accounts Sep-03
Subadvisory Trends: Selling Slots Sep-03
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Technology and Information Issue: Information Influx Aug-03
Advice and Guidance: Reaching Downmarket Aug-03
Fidelity's Fund Lineup Aug-03
Financial Engines; QuickSolve Aug-03
Information Services: News and Information Aug-03
Institutional Marketplace: The Search is On Aug-03
InvestorForce Aug-03
Managed Accounts: Platform of the Future Aug-03
Private Clients Groups Aug-03
Subadvisory Issue: Assembly Required Jul-03
Advisor Products and Services (Research Roundup) Jul-03
Affiliated Managers Group (AMG) Jul-03
Europe: Help Wanted Jul-03
Holding Company Model: Affiliated Managers Group Jul-03
International: Europe: Help Wanted; Japan: Desperately Seeking Subadvisory Jul-03
Japan: Desperately Seeking Subadvisory Jul-03
M&A: Alternative to Subadvisory Jul-03
Managed Accounts: Subadvisory Arrangements Jul-03
Research Roundup: Advisor Products and Services Jul-03
Subadvisory Arrangements (Managed Accounts) Jul-03
Subadvisory Strategy: Weighing the Pros and Cons; M&A: Alternative to Subadvisory Jul-03
Summing Up Its Parts: FleetBoston Financial Jul-03
Variable Annuities: Be Our Guest Jul-03
Client's Choice Issue: Is Institutionalization Dead? Jun-03
Advisor Trends: Fee-Based Pricing: Home-Office Support Jun-03
Distribution: Revenue-Sharing: A Power Shift; Platforms Go Global Jun-03
Institutional Markets: Is Institutionalization Dead? Jun-03
Managed Accounts: Keeping Pace Jun-03
Platforms Go Global Jun-03
Revenue-Sharing: A Power Shift Jun-03
Socially Responsible Investing: Balancing Beliefs with Returns Jun-03
Wealth Management Issue: Seeking the Holy Grail May-03
Banks: Private Client Opportunities May-03
Client Net Worth Analysis: Capturing Affluent Assets May-03
Client's Choice: Global Asset Management May-03
Family Office Exchange May-03
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Family Offices: Family Ties May-03
Finaplex May-03
Foundation Source May-03
Insurers: Expanding Territory May-03
MyCFO May-03
Private Client Opportunities May-03
RIAs: Successful Efforts May-03
Technology: State of the Art Services May-03
Mellon Financial Services May-03
Bank Issue: Competition Intensifies Apr-03
529 Account Growth (Research Roundup) Apr-03
Asset Management: Bank Proprietary Funds Apr-03
Bank and Insurance Securities Association Apr-03
Bank Brokerage: A Strategy Unraveled Apr-03
Bank Proprietary Funds Apr-03
Capturing Walletshare Apr-03
Commercial Banks: Sticking to the Knitting Apr-03
Competition Intensifies Apr-03
Distribution: Role of Platform Reps; Managed Accounts Apr-03
Fleet Boston Financial Apr-03
Managed Accounts: High Hurdles Apr-03
Nonbank Competition: Capturing Walletshare Apr-03
Piper Jaffray Apr-03
Research Roundup: 529 Account Growth Apr-03
Robertson Stephens Apr-03
Role of Platform Reps Apr-03
Sticking to the Knitting Apr-03
Strategy Unraveled Apr-03
Total Merrill Apr-03
USAA: Serving a Niche Apr-03
U.S. Bancorp Apr-03
Wells Fargo: The Wagon in the Lead Apr-03
Operations Issue: Operational Control Mar-03
Advisors: RIAs Face Growth Constraints Mar-03
Centralized Systems, Need for Mar-03
Client's Choice: Targeting Women Mar-03
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College Savings: Platform Development for 529 Plans Mar-03
Custody of Global Assets Mar-03
Demand for EB Outsourcing Mar-03
Employee Benefit Outsourcing Mar-03
FocusPoint Solutions Mar-03
Fund/SERV Mar-03
Global Trends: Custody of Global Assets; Need for Centralized Systems Mar-03
Institutional: Demand for EB Outsourcing Mar-03
LPL Marches to its Own Beat Mar-03
Need for Centralized Systems Mar-03
Operational Control Mar-03
RIAs Face Growth Constraints Mar-03
State Street Corp. Mar-03
Targeting Women (Client's Choice) Mar-03
Total Benefits Outsourcing Mar-03
Total Retirement Outsourcing Mar-03
Product Usage Issue: The Advisor's Toolbox Feb-03
10 Years and Growing Feb-03
Advisor's Toolbox Feb-03
Annuities: Turning the Tide Feb-03
Distribution: Mixing it Up Feb-03
Exchange-Traded Funds: 10 Years and Growing Feb-03
Fixed-Income ETFs Feb-03
Funds of Hedge Funds Feb-03
Hedge Fund Regulation Feb-03
Hedge Funds: Increasing Assets and Scrutiny Feb-03
Increasing Assets and Scrutiny Feb-03
Managed Accounts (Research Roundup) Feb-03
Managed Accounts: Unifying the Platform Feb-03
Mixing it Up Feb-03
Mutual Funds: Still a Core Component Feb-03
Still a Core Component Feb-03
Turning the Tide Feb-03
Unifying the Platform Feb-03
College Savings Issue: Facing the Challenge Jan-03
529 Marketplace: Evolution of 529 Plan Structures; Profitability Could Prove Elusive Jan-03
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ADP: Integrated Payroll Deduction Jan-03
BabyMint Jan-03
College Savings Options: ESAs: Taking Another Look; The Demise of Prepaid Plans? Jan-03
College Savings Tax Relief: EGTRRA Jan-03
Coverdell Education Savings Accounts Jan-03
Demise of Prepaid Plans? Jan-03
Distribution: Focus on Advisors Jan-03
Education Savings Accounts (see ESA) Jan-03
ESAs: Taking Another Look Jan-03
Evolution of 529 Plan Structures Jan-03
Facing the Challenge Jan-03
Fidelity Investments Jan-03
Focus on Advisors Jan-03
Integrated Payroll Deduction Jan-03
Microinvesting: Online Savings Jan-03
Profitability Could Prove Elusive Jan-03
Putnam Investments Jan-03
Qualified State Tuition Programs Jan-03
Readership Survey Results Jan-03
Schoolhouse Capital Jan-03
Technology: Microinvesting: Online Savings Jan-03
TIAA-CREF Jan-03
Upromise Jan-03
Utah Jan-03
Year-End Reflections and Projections: Optimism Amid Uncertainty Dec-02
Balancing Act Dec-02
Changing Nature of Retirement Services Dec-02
Citigroup Dec-02
Distribution Channel Assessment Dec-02
Embracing Open-Architecture Dec-02
Global M&A Trends Dec-02
Independent Financial Advisors Dec-02
Institutional Markets: Changing Nature of Retirement Services Dec-02
Intermediary Distribution: Balancing Act; Distribution Channel Assessment Dec-02
International: Embracing Open Architecture; Global M&A Trends Dec-02
Into the Spotlight Dec-02
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Managed Account Groups Dec-02
Managed Accounts: Into the Spotlight Dec-02
Optimism Amid Uncertainty Dec-02
Raymond James Financial Dec-02
Traditional Advisors Dec-02
Corporate Strategy Issue: Managing in Turbulent Times Nov-02
Advancing Sales Methodologies Nov-02
Alternatives to M&A Nov-02
Distribution: Advancing Sales Methodologies Nov-02
Growth Strategies: Alternatives to M&A; Strengthening Core Businesses Nov-02
International: Opportunity for Expansion Nov-02
Managing in Turbulent Times Nov-02
Met Life/State Street Research Nov-02
Opportunity for Expansion Nov-02
Products: Revamping Development Efforts Nov-02
Research Roundup: Focus on Advisors Nov-02
Revamping Development Efforts Nov-02
Strategic Investment Consulting Group Model Nov-02
Strengthening Core Businesses Nov-02
Turner Investment Partners Nov-02
Funding Retirement Income Issue: Demographics Portend Change Oct-02
Advent of a Retirement Income Market Oct-02
Advice Strategies Oct-02
Annuities Oct-02
Assessment of Industry Participants Oct-02
Client's Choice: Reaching for the Stars Oct-02
Demographics Portend Change Oct-02
Direct-Sold Mutual Fund Companies Oct-02
Education & Training Oct-02
Fidelity Investments Oct-02
Fixed-Income Securities Oct-02
Intermediary Support: Advice Strategies; Education & Training Oct-02
Morningstar Oct-02
Plan Components Oct-02
Products: Plan Components Oct-02
Reaching for the Stars (Client's Choice) Oct-02
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Retirement Service Providers Oct-02
Reverse Mortgages Oct-02
Systematic Withdrawal Programs Oct-02
TIAA-CREF Oct-02
Financial Planning Issue: Migrating Toward Financial Planning Sep-02
Cannon Financial Sep-02
Client's Choice: Global Multimanager Trends Sep-02
Creating Financial Plans: Facilitating the Process Sep-02
Determining a Pricing Structure Sep-02
Facilitating the Process Sep-02
Fees, Pricing, and Compensation: Determining a Price Structure Sep-02
Fee Structure and Advisor Compensation by Channel Sep-02
Financial Planning Models: Scalable Models Define Success; Home Office Structures Sep-02
Global Multimanager Trends (Client's Choice) Sep-02
Home Office Structures: Centralized; Decentralized; Hybrid; Outsourced; Choosing a Model Sep-02
Instilling the Planning Mentality Sep-02
Migrating Toward Financial Planning Sep-02
RIAs and Pricing Challenges Sep-02
Scalable Financial Planning Model Sep-02
Scalable Models Define Success Sep-02
Training & Incentives: Instilling the Planning Mentality Sep-02
Outsourcing Issue: Outsourcing Mania Aug-02
Alliance Capital Management Aug-02
Asset Management: Subadvisory Relationships Gain Popularity Aug-02
Building Advisor Websites Aug-02
Client's Choice: Five Years of The Cerulli Edge Aug-02
Demand for IT Services Increases Aug-02
Distribution: TPMs" Boosting Banks' Service Aug-02
Five Years of The Cerulli Edge (Client's Choice) Aug-02
John Hancock's New Offering Aug-02
Managed Accounts: TPVs Aug-02
Online Advice & Guidance Aug-02
Outsourcing Mania Aug-02
PFPC Moves into Managed Accounts: Asset Directions Aug-02
STP a Priority Aug-02
Subadvisors Aug-02
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Subadvisory Relationships Gain Popularity Aug-02
Technology: Online Advice & Guidance; Mgd Accts: TPVs; Demand for IT Services; Advisor Websites Aug-02
TPMs: Boosting Banks' Service Aug-02
TPVs Aug-02
Strategic Positioning Issue: Core Markets Shifting Jul-02
Acquisition Trends Jul-02
Bank Brokerage: Identifying Strategies Jul-02
Broadening Retail Appeal Jul-02
Broker Training Jul-02
Client's Choice: TIPS: Inflation Protection Jul-02
Distribution Trends: The New Model for Broker Training Jul-02
First Union Jul-02
Heated Competition for Assets Jul-02
Hedge Funds: Broadening Retail Appeal Jul-02
Identifying Strategies Jul-02
Institutional Firms: Moving into Managed Accounts; New Face of Pension Consulting Jul-02
IRA Rollover: Heated Competition for Assets Jul-02
Managed Accounts, Moving into Jul-02
Moving into Managed Accounts Jul-02
New Face of Pension Consulting Jul-02
Pension Consulting, New Face of Jul-02
TIPS: Inflation Protection (Client's Choice) Jul-02
Training, Broker Jul-02
Client's Choice Issue: Advising the Affluent Jun-02
Advice: Regulatory Uncertainty Jun-02
Advising the Affluent Jun-02
Continued Growth in Fee-Based Products Jun-02
Germany: Platform-Based Fund Distribution Jun-02
International: Germany: Platform-Based Fund Distribution; Japan: Client Servicing Requirements Jun-02
IRA Growth Trends Jun-02
Japan: Client Servicing Requirements Jun-02
Managed Accounts: Continued Growth in Fee-Based Products Jun-02
Platform-Based Fund Distribution Jun-02
Retirement Market Update: IRA Growth Trends; Advice: Regulatory Uncertainty Jun-02
Tax-Managed Funds Jun-02
Wealth Management: Advising the Affluent Jun-02
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Retirement Issue: Retirement Markets Dominate May-02
401(k) Plans: Contradictory Trends; Pursuit of Profitability; Going Solo May-02
Client's Choice: The Lure of Tax-Managed Funds May-02
Going Solo May-02
IRA Update: Rollover Trends May-02
Life Insurance for the Affluent May-02
Lure of Tax-Managed Funds (Client's Choice) May-02
Pursuit of Profitability May-02
Retirement Markets Dominate May-02
Rollover Trends May-02
Solo 401(k) May-02
Contradictory Trends May-02
Challenges in the Full-Service Recordkeeping Business May-02
Wealth Management Issue: Quest to Service the Affluent Apr-02
Buying Wealth Management Capabilities Apr-02
Client's Choice: Online College Savings: BabyMint Apr-02
Defining Wealth Apr-02
Emerging Affluent Apr-02
Family Offices: New Business Models Apr-02
Managed Accounts Broaden Appeal Apr-02
Managed Account, Unified Apr-02
Market Segmentation: Defining Wealth Apr-02
Mergers & Acquisitions: Buying Wealth Management Capabilities Apr-02
Morgan Online Apr-02
Multiple Style Account Apr-02
National Life Insurance Company Apr-02
New Business Models Apr-02
Phoenix Life Insurance Apr-02
Quest to Service the Affluent Apr-02
Unified Managed Account (UMA) Apr-02
Wealth Products: Life Insurance for the Affluent; Managed Accounts Broaden Appeal Apr-02
Wealth Tiers Apr-02
Registered Investment Advisor Issue: Market at a Crossroads Mar-02
Advisor Network Mar-02
Client's Choice: Unsafe Harbors in Japan Mar-02
Hybrid RIAs Mar-02
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Independent Broker/Dealer RIAs Mar-02
Independent Financial Advisors Mar-02
Industry Trends: Life Planning; Marketing Tools Mar-02
Institutional Money Managers Mar-02
Krisan's BackOffice Mar-02
Life Planning Mar-02
Market at a Crossroads Mar-02
Marketing Tools Mar-02
Market Segmentation: Methodology Revised Mar-02
Methodology Revised Mar-02
Portfolio Management Desktop Software Mar-02
Private Client Offices Mar-02
Recent Initiatives: Schwab: Partner or Competitor? Mar-02
RIA Marketing Programs Mar-02
Schwab: Partner or Competitor Mar-02
Stepping Up to Serve Mar-02
Understanding the RIA Channel Mar-02
Unsafe Harbors in Japan (Client's Choice) Mar-02
Wholesaling: Understanding the RIA Channel Mar-02
Service Agents: Stepping Up to Serve Mar-02
Annuity Issue: Struggling to Compete Feb-02
Alternative Uses of Annuities Feb-02
Annuities for Income: Planning for Retirement Feb-02
Annuities, Types of: Beyond the Variable Annuity Feb-02
Beyond the Variable Annuity Feb-02
Bundled vs. Unbundled (VA products) Feb-02
Client's Choice: The Impact of the Euro Feb-02
Equity-Index Annuities Feb-02
Euro, Impact of the (Client's Choice) Feb-02
Fixed Annuities Feb-02
Guaranteed Death Benefits Feb-02
Guaranteed Living Benefits Feb-02
Immediate Annuities Feb-02
Impact of the Euro (Client's Choice) Feb-02
Integrating Fee-Based Strategies Feb-02
Long-Term Care Benefits Feb-02
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Planning for Retirement Feb-02
Product Features: VA Benefits, Bells, and Whistles; Long-Term Care Benefits Feb-02
Research Roundup: Managed Accounts Feb-02
RIA Sales Models Feb-02
Struggling to Compete Feb-02
Trends in VAs: Integrating Fee-Based Strategies Feb-02
Types of Annuities: Beyond the Variable Annuity Feb-02
VA Benefits, Bells, and Whistles Feb-02
Planning Programs Issue: Devising a Plan Jan-02
Asset Managers: Building Planning Programs for Advisors Jan-02
Building Planning Programs for Advisors Jan-02
Charitable Trusts Jan-02
Client's Choice: Online Regulatory Information Jan-02
College Savings: Planning for Education / 529 Plan Jan-02
Coverdell Education Savings Accounts Jan-02
Devising a Plan Jan-02
Donor Advised Funds Jan-02
EGTRRA Jan-02
Foundation Source Jan-02
Increasing Priority Jan-02
Online Regulatory Information (Client's Choice) Jan-02
Planning for Education Jan-02
Private Foundations Jan-02
Qualified State Tuition Programs Jan-02
Retirement Planning: An Increasing Priority Jan-02
Vehicles for Giving Jan-02
Wealth Planning: Vehicles for Giving Jan-02
Year-End Issue: Determining Addressable Markets Dec-01
AMVESCAP Dec-01
Asset Manager Addressable Marketplace (AMAM) Dec-01
Asset Managers: Determining Addressable Markets Dec-01
Banks (Channel Trends, 2001) Dec-01
Channel Trends: RIA, NFS, IBD, Banks Dec-01
Defined Benefit (Year-End 2001) Dec-01
Defined Contribution (Year-End 2001) Dec-01
Determining Addressable Markets Dec-01
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Distribution Trends: Financial Planning: A Relationship-Driven Business Dec-01
Exchange-Traded Funds (Year-End 2001) Dec-01
Fee-Based Pricing Dec-01
Financial Engines Dec-01
Financial Planning: A Relationship-Driven Business Dec-01
IBD and Insurance B/D (Channel Trends, 2001) Dec-01
Intermediary Channel Profile Dec-01
Markets Update (Year-End 2001) Dec-01
Merrill Lynch Dec-01
Morningstar Dec-01
Mutual Funds (Year-End 2001) Dec-01
National Full-Service (NFS) Dec-01
Private Client Groups (Year-End 2001) Dec-01
Regional Broker/Dealers Dec-01
Relationship-Driven Business Dec-01
RIA (Channel Trends, 2001) Dec-01
Variable Annuities (Year-End 2001) Dec-01
Technology Issue: Integral Role Nov-01
Advice in the Age of Technology Nov-01
Client's Choice: Tax Reform Nov-01
Integral Role Nov-01
Intermediaries: Technology for Wholesalers Nov-01
Managed Accounts: Outsourcing Options Nov-01
Monte Carlo Simulation Nov-01
Online Brokerage: Segment in Transition Nov-01
Outsourcing Options Nov-01
Scalable Advice: Advice in the Age of Technology Nov-01
Segment in Transition Nov-01
Tax Reform (Client's Choice) Nov-01
Technology for Wholesalers Nov-01
Merger & Acquisition Issue: M&A Activity Broadens Oct-01
529 Plan (Client's Choice) Oct-01
Affiliated Managers Group (AMG) Oct-01
Asset Management, Global Oct-01
Attractive Targets Oct-01
Banks: Decade of Consolidation Oct-01
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Client's Choice: Update: The 529 Plan Oct-01
Decade of Consolidation Oct-01
Distribution: Retirement Service Providers; Assessment of Industry Participants Oct-01
Global Asset Management: Organic Growth vs. Merger; The Urge to Merge Oct-01
Insurance: Maintaining their Position Oct-01
JP Morgan (see also Morgan Online) Oct-01
M&A Activity Broadens Oct-01
Maintaining Their Position Oct-01
Organic Growth vs. Merger Oct-01
Scalable Advice Through Acquisition Oct-01
Technology: Scalable Advice Through Acquisition Oct-01
Urge to Merge Oct-01
U.S. Asset Managers: Attractive Targets Oct-01
Zurich Financial Services Oct-01
Insurance Industry Issue: Building Scale Sep-01
Adopting the IBD Model Sep-01
AON's Maestro: Alternative Insurance for HNW Clients Sep-01
Bonus VAs Sep-01
Client's Choice: Privacy Rules Sep-01
Core VAs Sep-01
Demutualization Sep-01
Distribution: Adopting the IBD Model Sep-01
Growing Reinsurance Market Sep-01
IBD Model, Adopting the Sep-01
Industry Update: Structural Changes: Demutualization; Growing Reinsurance Market Sep-01
Mutual Insurance Firms Sep-01
Privacy Rules (Client's Choice) Sep-01
Product Variations Sep-01
Reinsurance Sep-01
Structural Changes: Demutualization Sep-01
Trends in a Changing Industry Sep-01
Variable Annuities: Trends in a Changing Industry; Product Variations Sep-01
Bank Brokerage Issue: Historical Perspective Aug-01
Client's Choice: Tax Efficiency Aug-01
Consolidation Reshapes the Bank Channel Aug-01
Distribution: Limited by Traditional Structures Aug-01
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E*Trade Aug-01
Gaining Attention from Bank Reps Aug-01
Gramm-Leach-Bliley Aug-01
Historical Perspective Aug-01
Legal & Regulatory: Gramm-Leach-Bliley Aug-01
Limited by Traditional Structures Aug-01
Market Sizing: Consolidation Reshapes the Bank Channel Aug-01
Online Banking: Shifting Strategies Aug-01
Shifting Strategies Aug-01
Targeting Bank/Broker Reps Aug-01
Tax-Efficiency (Client's Choice) Aug-01
Wholesaling into Banks: Gaining Attention from Bank Reps; Targeting Bank/Broker Reps Aug-01
Mutual Fund Alternatives Issue: Uncharted Territory Jul-01
Broader Access to Venture Capital Jul-01
Client's Choice: Investment-Only 401(k) Distribution Jul-01
Closed-End Funds: Staging a Comeback? Jul-01
Exchange-Traded Funds: Gaining Ground Rapidly Jul-01
Folio Advisor Jul-01
FOLIOfn Jul-01
Folios Jul-01
Gaining Ground Rapidly Jul-01
Hedge Fund Management Jul-01
Hedge Funds: Hedge-Like Mutual Funds; Hedge Fund Management Jul-01
Investment-Only 401(k) Distribution Jul-01
Private Equity: Broader Access to Venture Capital Jul-01
Staging a Comeback? Jul-01
Steady Decline Jul-01
Technology: Folios Jul-01
Uncharted Territory Jul-01
Variable Annuities: Steady Decline Jul-01
Venture Capital Jul-01
VIPER Jul-01
Client's Choice Issue: Refining the Concept Jun-01
401(k): Asset Growth Retreats Jun-01
Asset Growth Retreats Jun-01
Banks: Banks Emphasize Investment Sales Jun-01
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Banks Emphasize Investment Sales Jun-01
Donor Advised Funds Jun-01
DST Vision Jun-01
Fair-Value Pricing Jun-01
Fund Supermarkets in Europe Jun-01
Growth Remains Solid Jun-01
ICI Evaluation Guidelines Jun-01
Intermediary Product Update: DST Vision Jun-01
International: Fund Supermarkets in Europe Jun-01
Legal & Regulatory: Fair-Value Pricing Jun-01
Managed Accounts: Growth Remains Solid Jun-01
Nonbanks Enter the Banking Fray Jun-01
Obstacles to a Pan-European Fund Supermarket Jun-01
Refining the Concept Jun-01
Scalable Advice: Refining the Concept Jun-01
Technology: Intermediary Product Update: DST Vision Jun-01
High Net Worth Issue: Distribution Channels May-01
Aggregators and Consolidators May-01
Charitable Giving: Vital Component of Financial Management; Donor-Advised Funds May-01
Client's Choice: IBD Firm Marketing Efforts May-01
Community Foundations: The Boston Foundation May-01
Consolidators, Aggregators and May-01
Estate Planning: Sharpening Skills May-01
Extended Single Family Office May-01
Family Offices May-01
Full-Service Brokerage Firms: Taking the Lead May-01
IBD Firm Marketing Efforts (Client's Choice) May-01
Northern Trust May-01
Technology: Aggregators and Consolidators May-01
Trust Companies: Expanding Competition May-01
Wilmington Trust May-01
Independent Broker/Dealer Issue: Diverse Characteristics Apr-01
Aggregators: Building Scale Apr-01
Aggregators in Pursuit of Acquisitions Apr-01
Client's Choice: Cryptoproprietary Funds Apr-01
CPA Firms: Beyond Accounting Apr-01
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Facing Challenges Apr-01
H.D. Vest Apr-01
Hybrid IBDs: American Express Financial Advisors; Waddell & Reed Apr-01
IBD Reasons for Agreeing to be Acquired Apr-01
Insurance IBDs: Shifting Away from Agency Distribution Apr-01
Succession Planning: Preparing to Transition or Sell Apr-01
True Independents: Facing Challenges Apr-01
Mutual Fund Manufacturers Issue: Industry in Flux Mar-01
Banks: Performance Exceeds Perception Mar-01
Broker/Dealer: Proprietary Mutual Funds; Legg Mason Mar-01
Client's Choice: Four-firm Mutual Fund Portal Mar-01
Direct Marketers: Shifting Distribution Strategies Mar-01
External Players: Nontraditional Fund Sponsors Mar-01
Franklin Templeton Mar-01
Future of Wholesale Distribution Mar-01
Insurers: Insurance Channel in Transition Mar-01
Performance Exceeds Perception Mar-01
Putnam Investments Mar-01
Wholesaling Issue: Future of Wholesale Distribution Feb-01
401(k) Wholesaling: Seeking Long-term Assets Feb-01
Client's Choice: Scudder Weisel Capital Feb-01
Registered Investment Advisors: Wholesaling Dilemma Feb-01
Technology: Leveraging Technology; Internet-based Wholesaling; Virtual Wholesaling Feb-01
Territories: Smaller and Smarter Feb-01
Third-Party Marketers: Variation on Wholesaling Theme Feb-01
Retirement Issue: 401(k) and IRA Drive Market Jan-01
Advice & Guidance Jan-01
Client's Choice: Long-term Care Insurance Jan-01
Defined Benefit: Murky Future Jan-01
Financial Engines Jan-01
International: Hybrid Solutions to Japan's Pension Problem Jan-01
Internet-Based Plans: Aiding Small-Market Penetration Jan-01
mPower Jan-01
Morningstar Clear Future Jan-01
Online Advice & Guidance Jan-01
Quicken 401(k) Advisor Jan-01
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Rollover IRA Market: How 401(k) Providers Will Fare Jan-01
Tax-Exempt Market: Insurance Companies Dominate Small Plan Sector Jan-01
Year-End Reflections and Projections: Integrating Scalable Advice Dec-00
Attracting Future Investors Dec-00
Integrating Scalable Advice Dec-00
International: Performance Differentiation in the U.K. Dec-00
Internet Pure-Plays: High Tech Adds High Touch Dec-00
Managed Accounts: Institutional Manager Perspective; Using VAs Within Wraps Dec-00
Marketing: Attracting Future Investors Dec-00
Performance Differentiation in the U.K. Dec-00
Retirement: Assets Shift to IRA Rollover Dec-00
Using VAs Within Wraps Dec-00
Wholesaling: Tackling New Challenges Dec-00
RIA Issue: Tough Road Ahead for IFAs Nov-00
AssetMark Investment Services Nov-00
Bingham Legg Advisers Nov-00
Client's Choice: Analyzing Revenue Sharing Nov-00
Evensky, Brown & Katz Nov-00
Financial Planning Association of Malaysia Nov-00
Hanson McClain Nov-00
Horizon Cash Management Nov-00
Internet-Based Alternatives for Back-Office Administration Nov-00
IRA Rollover: IFA Opportunities to Gain Access to IRA Rollover Assets Nov-00
Market Sizing: Segmenting the Diverse Range of RIAs Nov-00
Technology: Relying on Service Agents to Custody..; Internet-based Alternatives..Back-office Admin. Nov-00
Trade Organizations: Unified Voice to Represent IFAs Around the Globe Nov-00
Unified Voice to Represent IFAs Around the Globe Nov-00
Wrap and Managed Account Issue: Going Mainstream Oct-00
Client's Choice: Spotlight on Social Security Oct-00
Consultant Wrap in Japan Oct-00
Consultant Wraps: Extending Appeal Oct-00
Fee-Based Brokerage: Growing Rapidly in Response to Online Trading Oct-00
Internet: Online Consultant Wraps Oct-00
Japan, Consultant Wrap in Oct-00
Mutual Fund Wraps: Early Favorites Oct-00
Netfolio Oct-00
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Offshore/Overseas Wrap: Slow Progress Oct-00
Rep as Portfolio Manager: Emerging Segment Oct-00
Third-Party Vendors: TPVs Find Opportunities in IBD Channel Oct-00
Multimanager Issue: Multimanager Concept Permeates the Industry Sep-00
Client's Choice: A Conscious Choice Sep-00
Embedding Advice into Manager Selection Process Sep-00
Fund of Funds: Variation on Hedge Fund Sep-00
International: South Africa; Pension Consultants Leverage Data Sep-00
Manager of Managers: Embedding Advice into Manager Selection Process Sep-00
Multimanager Concept Permeates the Industry Sep-00
Mutual Funds: Multimanaged Fund Portfolios; Lifecycle Funds Sep-00
Intermediary Distribution Issue: Crossing Channels Aug-00
Client's Choice: College Planning Market Aug-00
Crossing Channels Aug-00
Intermediary Matrix Aug-00
International: U.K. Polarization Regime Aug-00
Internet: Moving Toward Full Integration Aug-00
Mergers & Acquisitions: Extending Capabilities Through Mergers Aug-00
National Financial Partners Aug-00
Products: Seeking IRA Rollover Assets Aug-00
Recruitment: Sign-on Bonus Bonanza Aug-00
Sales Forces: Wirehouse Reps Team Up Aug-00
Variable Annuity Issue: IBDs Lead Distribution Jul-00
1035 Exchanges: Obscuring Growth Picture Jul-00
Annuity Innovation for Retiring DC Participants Jul-00
Bonus Products: Increasing Popularity Jul-00
Client's Choice: Wholesaler Compensation Jul-00
Direct Sales: Quest for Lower Costs Jul-00
External Managers: Outside Advisory Relationships Thrive Jul-00
IBDs Lead Distribution Jul-00
Immediate Annuities: Baby Boomers Fuel IVA Market Expansion Jul-00
International: British Variable Products Jul-00
Jackson National Life Jul-00
Outside Advisory Relationships Thrive Jul-00
Wholesaler Compensation Jul-00
Client's Choice Issue: Gaining Momentum Jun-00
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Decimalization Jun-00
Exchange-Traded Funds: Gaining Momentum Jun-00
International: Asset Growth in India Jun-00
Legal & Regulatory: Financial Patents Gain Popularity Jun-00
Making Sense of Decimalization Jun-00
Online Roadshows Tapped in Fund Launches Jun-00
Readership Survey Results Jun-00
Retirement: Cash Balance Plans Jun-00
Technology: Making Sense of Decimalization; Online Roadshows Tapped in Fund Launches Jun-00
Wraps and Fee-Based Programs: Expanding Assets Jun-00
Private Banking Issue: Evolving Environment May-00
Alternative Distributors: Brokerages Poised to Gain May-00
Banks: Bringing Down Silos May-00
Bringing Down Silos May-00
Charitable Giving: Putting Wealth to Work May-00
Client's Choice: Exporting Stars May-00
Evolving Environment May-00
Internet: Online Access and Services May-00
Marketing: Nontraditional Methods May-00
Morningstar May-00
Online Access and Services May-00
PNC Advisors May-00
Trust: Trust Primer; Banks Losing Ground May-00
International Issue: Venturing Overseas Apr-00
Australia: U.S. Funds Down Under Apr-00
Europe: Stumbling Toward Pan-Europa; U.K.'s Individual Savings Accounts; Swedish Pension Reform Apr-00
Japan: Still on Shaky Ground Apr-00
Morgan Online (Client's Choice) Apr-00
South Africa: Robust Growth Apr-00
Taiwan: Crisis or Opportunity? Apr-00
Venturing Overseas Apr-00
Retirement Issue: Focus on 401(k) Mar-00
Asset Allocation: Examining Preferences Mar-00
CitiStreet Mar-00
Client's Choice: End of an Era Mar-00
Focus on 401(k) Mar-00
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Glass-Steagall Act of 1933 Mar-00
Index Funds Mar-00
Institutionalization: Moving Towards Tailored Products Mar-00
International: DC in Japan; Stakeholder Pensions in the UK Mar-00
Internet: Advice and Guidance; Online Plans Mar-00
Rollover IRAs: Rollover IRA Opportunities; Growth Prospects Mar-00
Stakeholder Pensions in the UK Mar-00
Internet Issue: Internet Integration Speeds Up Feb-00
Client's Choice: Schwab Sets Sights on Affluent Feb-00
International: Opportunities in Latin America Feb-00
Internet Integration Speeds Up Feb-00
Intuit Provides Compelling Formula Feb-00
Legal & Regulatory: Placing Value on Personal Information Feb-00
Nontraditional Competitors: Consumers' Quest for Aggregated Information Feb-00
Online Banking: Banks' Big Chance Feb-00
Privacy Concerns Feb-00
Technology: Tracking Website Visitors Feb-00
Discount Brokerage Issue: On the Move Jan-00
Online Consultant Wraps Jan-00
Client's Choice: Focused Investing Jan-00
Discount Brokerage in Japan Jan-00
European Discounters Jan-00
Full-Service Firms: Inching into Discount Brokerage Territory; Discover Brokerage Direct Jan-00
High Net Worth: New Targets Jan-00
Inching into Discount Brokerage Territory Jan-00
International: Discount Brokerage in Japan; European Discounters Jan-00
Internet: Online Brokerage Emerges Jan-00
Online Brokerage Emerges Jan-00
On the Move Jan-00
Product Array: Supermarket Stalwarts; Taking on I-Banking Jan-00
Supermarkets in the UK Jan-00
Year-End Reflections and Projections: Choice Reigns Supreme Dec-99
Choice Reigns Supreme Dec-99
Client's Choice: Uncertainty Abounds Dec-99
Direct Marketers Make Bolder Moves Dec-99
Hedge Funds: Few Effects of LTCM Dec-99
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International: Universal Banking; Seeking Out Islamic Investors Dec-99
Load Fund Complexes Tread Lightly Dec-99
Mutual Funds: Interest Rises to New Heights Dec-99
Mutual Fund Wraps: Asset Growth Continues Dec-99
Retirement: Pricing and Technology Dominate Dec-99
SEC Studies Online Brokerage Dec-99
Sharia Law Dec-99
Technology: Fund Firms Join Party; Load Fund Complexes Tread..; Direct-Marketers Make Bolder Moves Dec-99
Uncertainty Abounds (Client's Choice) Dec-99
United Asset Management Dec-99
Wirehouses/National Full-Service Brokerage Issue: Full-Service Fights Back Nov-99
Broker Workstations Nov-99
Client's Choice: Group Annuities Losing Steam Nov-99
Edward Jones International Nov-99
Fee-Based Business: Wirehouse Firms Dominate Wraps Nov-99
Full-service Fights Back Nov-99
Full-service Online Nov-99
Group Annuities Losing Steam (Client's Choice) Nov-99
High Net Worth: Primary Targets Nov-99
International: Merrill Forges Ahead Nov-99
Making Websites Personal Nov-99
Merrill Forges Ahead Nov-99
Primary Targets Nov-99
Technology: Wirehouses Move Online and Embrace Fee-based Business; Broker Workstations Nov-99
Wirehouse Firms Dominate Wraps Nov-99
Wirehouses Move Online and Embrace Fee-based Business Nov-99
Independent Broker/Dealer Issue: Alive and Kicking Oct-99
Alive and Kicking Oct-99
American Express Oct-99
Australia's Version of IBDs Oct-99
Change Underway at American Express Financial Advisors Oct-99
Client's Choice: Japan's Big Bang Oct-99
Facilitating Productivity Oct-99
Growing More Popular Among IBD Reps Oct-99
IAFP & ICFP Merge Oct-99
Industry Groups: IAFP & ICFP Merge Oct-99
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ING Group Emerges Oct-99
International: Taking Baby Steps to Reach Global Investors; Australia's Version of IBDs Oct-99
Japan's Big Bang (Client's Choice) Oct-99
LPL Stands Out Oct-99
Profiles: LPL Stands Out; Change Underway at American Express Financial Advisors; ING Group Emerges Oct-99
Taking Baby Steps to Reach Global Investors Oct-99
Technology: Facilitating Productivity Oct-99
Wall Street Financial Group Oct-99
Mutual Fund Wraps: Growing More Popular Among IBD Reps Oct-99
Insurance Issue: Insurers Focus on Nontraditional Products and Distribution Sep-99
Client's Choice: Cross-Border Joint Ventures Sep-99
Cross-border Joint Ventures (Client's Choice) Sep-99
European Insurers Seeking Bond Management Expertise Sep-99
Half-hearted Embrace Sep-99
Insurers Focus on Nontraditional Products and Distribution Sep-99
International: European Insurers Seeking Bond Management Expertise Sep-99
Internet: Half-Hearted Embrace Sep-99
Long-Term Care: Poised for Growth; Overcoming Roadblocks Sep-99
Overcoming Roadblocks Sep-99
Poised for Growth Sep-99
Teaming Up with Aggregators Sep-99
TIAA-CREF Sep-99
VA Market Trends Sep-99
VA Sales Expand Less Rapidly Sep-99
Variable Annuities: VAs Continue to Add Spark to Insurance Industry; VA Market Trends; VA Sales Expand Less Rapidly Sep-99
VAs Continue to Add Spark to Insurance Industry Sep-99
Bank Issue: Slow Integration Aug-99
Banks Play Role in Expanding Fund Market Aug-99
Brick-and-Mortar Banks Online Aug-99
Changing TPM Landscape Aug-99
Client's Choice: Putnam Partnership with Lee Aug-99
E-Banks Evolve Aug-99
Image Adjustment Aug-99
Integrating Wraps into Bank Culture Aug-99
Japan: Banks Play Role in Expanding Fund Market Aug-99
Online Banking: Brick-and-Mortar Banks Online; Portal Plays; E-Banks Evolve Aug-99
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Portal Plays Aug-99
Private Banking: Image Adjustment Aug-99
Putnam Partnership with Lee (Client's Choice) Aug-99
Slow Integration Aug-99
Wraps: Integrating Wraps into Bank Culture Aug-99
Third-Party Marketers: Changing TPM Landscape Aug-99
Supermarkets: Distribution Powerhouses Jul-99
401(k) Plans: Incompatible with Supermarkets Jul-99
Anatomy of Supermarket Fees Jul-99
Building Stickier Assets Jul-99
Client's Choice: Money Managers Look to Wraps Jul-99
Distribution Powerhouses Jul-99
E*Trade's Supermarket Jul-99
Fees: Anatomy of Supermarket Fees Jul-99
Fidelity's FundsNetwork Xchange Jul-99
Financial Advisors: Using NTF Programs; Taking Aim at Timers Jul-99
Incompatible with Supermarkets Jul-99
Money Managers Look to Wraps (Client's Choice) Jul-99
Online Supermarkets: Building Stickier Assets Jul-99
Profiles: Schwab's Mutual Fund Marketplace; Fidelity's FundsNetwork Xchange Jul-99
Reviewing Rule 12b-1 Jul-99
Schwab's Mutual Fund Marketplace Jul-99
Society of Asset Allocators and Fund Timers Jul-99
Taking Aim at Timers Jul-99
Using NTF Programs Jul-99
Client's Choice Issue: Mutual Fund Industry Matures Jun-99
Asset Managers: IPOs Becoming More Common Jun-99
Britain's System in the Works Jun-99
Client's Choice: Hedge Fund Regulation Jun-99
CPAs and Lawyers Join the Fray Jun-99
Crossing Channels Jun-99
Distribution: Crossing Channels; CPAs and Lawyers Join the Fray Jun-99
Goldman Treads on Internet Waters Jun-99
Hedge Fund Regulation (Client's Choice) Jun-99
Internet: Goldman Treads into Internet Waters Jun-99
IPOs Becoming More Common Jun-99
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Marketing: Using Sports Sponsorships to Rally Customers Jun-99
Merrill Lynch Bolsters Internet Platform with Acquisition Jun-99
Mutual Fund Industry Matures Jun-99
Mutual Funds: Mutual Fund Industry Matures; Unlikely Suspects Face Uphill Battle Jun-99
Pension Reform: Britain's System in the Works Jun-99
Unlikely Suspects Face Uphill Battle Jun-99
Using Sports Sponsorships to Rally Customers Jun-99
Merger & Acquisition Issue: Merger Wave Continues May-99
Advantages of Growth Through Acquisition May-99
AEGON Buys Transamerica to Strengthen its U.S. Operations May-99
Challenges of Growth Through Acquisition May-99
Client's Choice: Scudder Reverses Course in Canada May-99
Consolidators: Holding Company Concept Expands; Hedge Fund Consolidator May-99
Culture Brings Northwestern and Frank Russell Together May-99
Discount Brokerage: TD Goes on Global Buying Spree May-99
European Cross-border M&A Likely to Pick Up Steam May-99
Fund Management May-99
Hedge Fund Consolidator May-99
Holding Company Concept Expands May-99
If You Can't Build It, Buy It May-99
Insurers: No Formula for M&A; Culture Brings Northwestern and Frank Russell Together; If You Can't Build It, Buy It; AEGON Buys Transamerica to Strengthen Its U.S. Operations May-99
International: European Cross-border M&A Likely to Pick Up Steam May-99
Merger Wave Continues May-99
No Formula for M&A May-99
Scudder Reverses Course in Canada (Client's Choice) May-99
TD Goes on Global Buying Spree May-99
Innovation Issue: Managing Change Apr-99
AEFA Develops New Affiliation Options Apr-99
Annuities: EIAs Provide Variation on Annuity Theme Apr-99
Client's Choice: Full-service and Online Brokerage Apr-99
Coming of Age Apr-99
Death Benefits: Insurance on Mutual Funds Apr-99
Down But Not Out Apr-99
EIAs Provide Variation on Annuity Theme Apr-99
E*Trade Rolls Out Online Index Funds Apr-99
Full-Service and Online Brokerage (Client's Choice) Apr-99
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Index Funds: Coming of Age; E*Trade Rolls Out Online Index Fund Apr-99
Insurance on Mutual Funds Apr-99
Internet Tapped to Penetrate 401(k) Micro-Market Apr-99
Managing Change Apr-99
Market-Neutral Funds: Down But Not Out Apr-99
Retirement Products: Internet Tapped to Penetrate 401(k) Micro-Market Apr-99
Sales Force Management: AEFA Develops New Affiliation Options Apr-99
Internet Issue: Internet Fever Mar-99
Account Growth Likely to Slow Mar-99
Broker Value: I(ntermediary) Will Survive Mar-99
Broker Workstations: Clearing Firms Level Playing Field Mar-99
Clearing Firms Level Playing Field Mar-99
Client's Choice: Exchange Funds Mar-99
E-mail with Clients Mar-99
Exchange Funds (Client's Choice) Mar-99
I(ntermediary) Will Survive Mar-99
Internet Fever Mar-99
Internet Investment Banks: Latest Online Twist Mar-99
Latest Online Twist Mar-99
Merrill Lynch's Policy for Individual E-mail Mar-99
Online Brokerage: Account Growth Likely to Slow Mar-99
Regulatory & Compliance: E-mail with Clients Mar-99
High Net Worth Issue: Distributors Compete for HNW Clients Feb-99
Affluent Investors Outside the U.S. Feb-99
Banks Under Pressure Feb-99
Catering to Very HNW Clients Feb-99
Client's Choice: Schwab in Canada Feb-99
Direct Access to Hedge Funds Feb-99
Distributors Compete for High-Net-Worth Clients Feb-99
Estate Planning: Relationships Rule Feb-99
Family Office Exchange Feb-99
Family Offices: Catering to Very HNW Clients Feb-99
Global High Net Worth: Affluent Investors Outside the U.S. Feb-99
Hedge Funds: Direct Access to Hedge Funds Feb-99
HNW RIA Characteristics Feb-99
Relationships Rule Feb-99
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RIAs: RIAs Build Relationships with HNW Investors; HNW RIA Characteristics Feb-99
RIAs Build Relationships with HNW Investors Feb-99
Schwab in Canada (Client's Choice) Feb-99
Trusts: Banks Under Pressure Feb-99
International Issue Jan-99
Client's Choice: Cerulli Edge Readership Survey Results Jan-99
Egyptian Market Holds Promise Jan-99
Emerging Opportunities Jan-99
Euro Conversion Sparks Change Jan-99
European Pension Systems: Euro Conversion Sparks Change; Pension Rebalancing Jan-99
Israel Leads Middle Eastern Fund Markets Jan-99
Japan: Regulatory Reform Has Limited Initial Impact; Joint Ventures in Japan Jan-99
Joint Ventures in Japan Jan-99
Middle East: Emerging Opportunities; Israel Leads Middle Eastern Fund Markets; Egyptian Market Holds Promise Jan-99
Offshore Fund Strategies Jan-99
Offshore: Offshore Fund Strategies Jan-99
Pension Rebalancing Jan-99
Regulatory Reform Has Limited Initial Impact Jan-99
UCITS Falls Short of Promise Jan-99
1998 Year-End Review and Projections Dec-98
Client's Choice: Disclosure is Crucial Dec-98
Consolidation Gives More Power to Distributors Dec-98
Deciding How to Wholesale Dec-98
Direct Marketers Seek Out Nontraditional Distribution Dec-98
Disclosure is Crucial (Client's Choice) Dec-98
Distribution Trends: Direct Marketers Seek Out Nontraditional Distribution Dec-98
European Monetary Union: Post-Euro Asset Management Industry; Performance Presentation of Funds Dec-98
Financial Advisors: Managed Accounts Become More Popular Dec-98
Hedge Funds: Here to Stay Dec-98
Here to Stay Dec-98
Managed Accounts Become More Popular Dec-98
Mergers & Acquisitions: Consolidation Gives More Power to Distributors Dec-98
Opportunities in the Micro-Plan Market Dec-98
Performance Presentation of Funds Dec-98
Post-Euro Asset Management Industry Dec-98
Retirement Market: Opportunities in the Micro-Plan Market Dec-98
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Simple IRA Plans Dec-98
Variable Annuities: Deciding How to Wholesale Dec-98
Wrap Issue: Understanding the Wrap Market Nov-98
Against the Odds Nov-98
Asset Manager Issues Nov-98
Asset Retention: Holding onto the Assets Nov-98
Client's Choice: Reacting to Choppy Markets Nov-98
Consultant Wraps: Making Sense of the Market; Pricing Schedules; Asset Manager Issues Nov-98
Direct-Sold Wrap Sponsors: Against the Odds Nov-98
Gaining Momentum Nov-98
Holding onto the Assets Nov-98
KeyCorp Nov-98
Lockwood Financial Nov-98
LPL Nov-98
Making Sense of the Market Nov-98
Mutual Fund Wraps in Context Nov-98
Mutual Fund Wraps: Segmentation Analysis; MF Wraps in Context Nov-98
Offshore Wraps: Gaining Momentum Nov-98
Pricing Schedules Nov-98
Reacting to Choppy Markets (Client's Choice) Nov-98
Salomon Smith Barney Nov-98
Segmentation Analysis Nov-98
Understanding the Wrap Market Nov-98
Wrap Sponsor Profiles Nov-98
Financial Advisor Issue: FAs Emerge as Alternate Distribution Channel Oct-98
Britain's IFA Community Oct-98
Client's Choice: Retirement Wholesaling Oct-98
European Independent F.A.s: Britain's IFA Community; F.A.s in Continental Europe Oct-98
Getting their Attention Oct-98
Industry Organizations: Trade Groups for F.A.s Oct-98
Internet Usage Oct-98
Investment Product Selection: Range of Investment Vehicle Choices; Getting their Attention Oct-98
Legal & Regulatory: States Oversee Regulation of Most F.A.s Oct-98
Practice Management Issues: Price of Independence Oct-98
Price of Independence Oct-98
Range of Investment Vehicle Choices Oct-98
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Service Agents: Technology and Products Oct-98
Technology: Internet Usage Oct-98
Retirement Issue: Defined Contribution Plans Dominate Retirement Landscape Sep-98
401(b) Market Leaders Sep-98
403(b) Plans: Outlining the Market; Relationship-based Sales Process Factors into Distribution Sep-98
Advice and Guidance: Plan Participants Drive Demand for Advice; Internet-based Advice and Guidance Sep-98
Client's Choice: Defining Hedge Funds Sep-98
Institutionalization: Private Funds Become More Popular with Large Plan Sponsors Sep-98
Pricing: DOL Survey Reveals Obscure Pricing Practices Sep-98
Private Funds Become More Popular with Large Plan Sponsors Sep-98
Roth IRAs: Opportunity to Gain New Business Sep-98
Total Benefits Outsourcing: TBO Scales Back Sep-98
Trust Company of the West Sep-98
Insurance Issue: Insurers Face Transition Aug-98
AIG's Overseas Network Aug-98
Client's Choice: Simplifying the Prospectus Aug-98
Global Expansion: U.S. Insurers Pursue International Markets Aug-98
Industry Trends: Mutual Insurers Restructure; Opportunities for Asset Managers Aug-98
Malaysia's Insurance Industry Goes Online Aug-98
Managing Overseas Insurance Assets Aug-98
Opportunities for Asset Managers Aug-98
Slow Progress on Internet Aug-98
Stepped-up Wholesaling Efforts Aug-98
Technology: Slow Progress on the Internet Aug-98
VA Product Development Focuses on Asset Accumulation Aug-98
Variable Insurance: VA Product Development Focuses on Asset Accumulation; Challenges to VL/VUL Growth Aug-98
Wholesaling: Wholesalers Play Major Role Aug-98
Social Security Reform Issue: Opportunities in Social Security Systems Worldwide Jul-98
Advisory Council on Social Security Jul-98
Asia: China Begins to Unify Its Social Security System Jul-98
Asset Gathering: Deciding How to Accumulate Assets Jul-98
Client's Choice: Asset Allocation Funds Jul-98
Europe: European Initiatives; Hungary's New System; The Czech Republic Jul-98
Latin America: The Chilean Model; Pension Reform in Mexico Jul-98
United States: Financial Firms Stand to Benefit from Privatization; Lobbying for Privatization Jul-98
Client's Choice: 1998 Jun-98
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Asset Retention: Wrap Assets and Staying Power Jun-98
Client's Choice: No-load Supermarkets in Canada Jun-98
Contests: American Express Sweepstakes Jun-98
Financial Advisors: Market Timing Could Become an Issue in a Weak Market Jun-98
Market Timing Could Become an Issue in a Weak Market Jun-98
Mergers: Citigroup: Distribution or Technology?; No-load/Load Partnerships Jun-98
Multicultural Marketing Efforts: Targeting Ethnic and Minority Groups Jun-98
Schwab Rolls Out Extranet Jun-98
Targeting Ethnic and Minority Groups Jun-98
Technology: Reaching Investors through Branches and Technology; More Firms Outsource Support Services; E-Mail and Fund Call Centers Jun-98
Wholesaling Issue: The Changing Wholesaling Landscape May-98
Banks: Wholesaling Investment Products to Bank Reps; How Bank Reps View Wholesalers May-98
Client's Choice: Distributors Seek Higher Fees May-98
Distributing Offshore Through Merrill Lynch May-98
Financial Advisors: Reaching Financial Advisors; FA Efforts Underway May-98
How Bank Reps View Wholesalers May-98
Offshore: U.S. Firms Ramp Up to Sell Offshore Funds May-98
Technology: Sales Tracking Systems; On the Internet May-98
Training: Wholesaler Training Alternatives May-98
Wholesaler Compensation: Wholesaler Earnings Increase May-98
Wholesaling Investment Products to Bank Reps May-98
Wirehouses and Regionals: Access to Wirehouses is a Challenge for Wholesalers May-98
Wirehouses and Regionals Issue: Blurring Line Between WH & Reg Brokerages; Packaged Product Sales Thru WH Apr-98
Asset-Based Business: Fee-based Strategies; Outsourcing Fund Wrap Clearing Functions Apr-98
Asset Retention Programs Apr-98
Client's Choice: Smaller Banks Seek Alliances Apr-98
Compliance: Brokerages Face Heightened Regulatory Scrutiny; Portability Becomes More Common Apr-98
Fee-Based Strategies Apr-98
Internet Trading Poses Challenges Apr-98
Mergers & Acquisitions: Merger Activity Runs High; Internet Trading Poses Challenges Apr-98
Outsourcing Fund Wrap Clearing Functions Apr-98
Sales Reps: Wirehouses Battle Rep Attrition; Regionals Step Up Sales Support and Technology Apr-98
Strategic Alliances: Wirehouses Partner with Banks Apr-98
Wirehouses Spend to Heighten Brand Recognition Apr-98
Independent Broker/Dealer Issue: Independence & Entrepreneurialism Mar-98
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Advertising: Few IBDs Advertise Heavily Mar-98
American Express F.A.s Acquisition of Securities America Mar-98
Client's Choice: Revenue-Sharing Fees are Increasing Mar-98
Compensation: Broker/Dealers Restructure Payouts to Reflect IBD Competition Mar-98
Fee-Based Business: IBDs Count on Fee-based Sales, Especially in a Market Downturn Mar-98
IBDs and Support: IBD Clearing Relationships May Lead to de Facto Short Lists; IBD Channel Provides Unique Challenges for Wholesalers Mar-98
LPL's Retirement Edge Mar-98
Mergers & Acquisitions: Insurers Acquire IBDs for Inroad into Financial Services Mar-98
Retirement: IBDs Favor Small Plans and Group Annuities Mar-98
Bank Distribution Issue: Bank Industry Overview Feb-98
Banks and Insurance: Banks Selling Life Insurance; VA Sales Through Banks Feb-98
Bank Trusts: Banks Face Stiff Competition from Nonbank Competitors Feb-98
Bank Wholesaling Thrives Feb-98
Client's Choice: Money Manager Holding Companies Feb-98
Investment Product Distribution: Acquire or Build Distribution?; Short Lists; Fund Supermarkets Feb-98
Low Fees and Mediocre Marketing Hamper Bank Trusts Feb-98
Offshore Annuities Feb-98
Online Banking: First Internet-based Bank Feb-98
Sales Rep Compensation Feb-98
Sales Rep & Wholesaler Compensation: Sales Rep Compensation; Bank Wholesaling Thrives Feb-98
Financial Services Technology Issue: Evolving Technologies; The Year 2000 Issue Jan-98
Broker Tools: Money Star; BrokerConnect; CD-ROMs Jan-98
Client's Choice: Offshore Annuities Jan-98
Data Mining: The New Wave of Database Marketing Jan-98
Electronic Commerce: Electronic Transactions; Smart Cards; Clearing and Execution of Trades Jan-98
IM&R's Pulse 2000 Jan-98
MoneyStar Jan-98
New Wave of Database Marketing Jan-98
Royal Alliance's Vision 2020 Jan-98
Skandia Software Jan-98
T. Rowe Price's VA Software Jan-98
Web-based Products: InsWeb; Liberty Financial--Websaver Annuity Jan-98
1997 Year-End Review and Projections Dec-97
401(k) Administration Dec-97
401(k) Fee Sharing Dec-97
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Advice and Guidance: Hybrid and Open Wraps Flourish; Schwab's FA Referral Program Dec-97
Bank Mergers' Impact on Distribution Dec-97
Canada Dec-97
Client's Choice: Load Funds and Supermarkets Dec-97
Consolidation: The Clearing Business; 401(k) Administration; Bank Acquisitions and Partnerships Dec-97
Hedge Funds: Hedge Funds Broaden Appeal Dec-97
Load Funds and Supermarkets (Client's Choice) Dec-97
Offshore: Offshore Markets Promise Growth Dec-97
Product Development: Hedge-like Mutual Funds; Shares Offset VA Revenue Sharing Dec-97
Revenue Sharing & Partnering: Short Lists Make a Difference; 401(k) Fee Sharing Dec-97
Variable Annuities: VAs Hit Critical Juncture Dec-97
Fund Supermarkets Issue: Supermarket Mania; Fund Manufacturer's Perspective Nov-97
401(k): Soaring Account Balances Trigger Demand for Multimanaged 401(k)s Nov-97
Advice and Guidance: The Schwab "Short List" Nov-97
Client's Choice: Compensating Reps to Reach FAs Nov-97
Electronic Supermarkets: Who's Investing Online? Nov-97
Financial Consultants: Advisors Take Issue; Firms Train Reps to Sell Wraps Nov-97
Firms Train Reps to Sell Wraps Nov-97
Race for Assets: Sizing up the Supermarket Giants Nov-97
Supermarket Alternatives: What's on the Shelves? Nov-97
Who's Investing On-line? Nov-97
Pricing & Distribution Issue: Fee-based Sales Yield Limited Upside Oct-97
Citibank Oct-97
Client's Choice: Tax Changes Impact the HNW Market Oct-97
Competing Effectively Oct-97
International Retirement Distribution Oct-97
Internet: The Internet as Intermediary; Three Internet Usage Models; Schwab's Hong Kong Internet Play Oct-97
Merrill Lynch's NRA Distribution Network Oct-97
No-loads Expand into Load World Oct-97
Overseas Distribution: Competing Effectively; Third-party Distribution; International Retirement Distribution Oct-97
Pricing Shifts: No-loads Expand..; DC Pricing Targets Sales Reps; Flexible Pricing ..Revenue-sharing Oct-97
High Net Worth Issue: Segmenting the Market Sep-97
Bank Trust Sep-97
Big Bank Trust Players Sep-97
Boston Private Bank Sep-97
Competition: The Changing Bank Trust Landscape Sep-97
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Edward Jones Sep-97
High Net Worth Offshore: The New Breed of Wealth Sep-97
Non-bank Player Profiles Sep-97
PaineWebber/Comerica Bank Alliance Sep-97
Reaching the Assets: Financial Consultants and the High Net Worth Market; Reaching HNW Brokers Sep-97
Tax-Efficient Products: Consultant Wraps; Charitable Gifting; Tax-managed Funds Sep-97
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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PRIMARY THEME SECONDA
ISSUE NO. RY THEME
116 Consultants Issue
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115 Asset Allocation Issue
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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115 Asset Allocation Issue
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114 Platforms Issue
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66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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114 Platforms Issue
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113 Institutional Issue
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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113 Institutional Issue
112 GAM Survey and Human Resources Issue
112 GAM Survey and Human Resources Issue
112 GAM Survey and Human Resources Issue
112 GAM Survey and Human Resources Issue
112 GAM Survey and Human Resources Issue
112 GAM Survey and Human Resources Issue
112 GAM Survey and Human Resources Issue
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112 GAM Survey and Human Resources Issue
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112 GAM Survey and Human Resources Issue
111 Investment Trusts Issue
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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111 Investment Trusts Issue
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110 Global Agricultural Commodities Issue
110 Global Agricultural Commodities Issue
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66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
Click for Cerulli Website
110 Global Agricultural Commodities Issue
110 Global Agricultural Commodities Issue
110 Global Agricultural Commodities Issue
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110 Global Agricultural Commodities Issue
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109 Emerging Markets Issue
109 Emerging Markets Issue
109 Emerging Markets Issue
109 Emerging Markets Issue
109 Emerging Markets Issue
109 Emerging Markets Issue
109 Emerging Markets Issue
109 Emerging Markets Issue
109 Emerging Markets Issue
109 Emerging Markets Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
108 Multimanager/Middle East Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
107 Outlook Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
106 Asset Servicing Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
105 Alternative Investments Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
104 Global Regulatory Change Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
103 Platform Distribution Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
102 Multi-Asset Investing Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
101 Hedge Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
100 Exchange-Traded Funds Issue
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
99 Mergers & Acquisitions Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
98 Environmental, Social, and Governanace Investing Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
Product Strategy Issue
97
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
Product Strategy Issue
97
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
97 Product Strategy Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
96 Business Models Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
95 Outlook Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
94 Global Asset Gathering Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
93 Cost Trends Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
92 Shariah Asset Management Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
91 Subadvisory Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
90 Individual Pensions Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
Click for Cerulli Website
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
89 Frontier Markets Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
88 Alpha vs. Beta Products Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
87 Independent Advisor Issue
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
Click for Cerulli Website
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
86 Fee Trends
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
85 Investor Protection
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
84 Sovereign Wealth Funds
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
83 2008 Outlook
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
82 Global Expansion Strategies
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
Click for Cerulli Website
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
81 Product Strategy
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
80 Wholesaling
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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80 Wholesaling
80 Wholesaling
80 Wholesaling
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
79 Branding
Retiremen
Pensions
78 t
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
Click for Cerulli Website
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
78 Pensions
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
77 Multimanager
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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77 Multimanager
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
76 New Distribution Trends
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
75 Insurance
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
74 April 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
73 March 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
72 February 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
71 January 2007
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
70 December 2006
69 November 2006
69 November 2006
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
69 November 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
68 October 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
67 September 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
66 August 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
65 July 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
64 June 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
63 May 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
62 April 2006
61 March 2006
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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March 2006
61
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
61 March 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
60 February 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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59 January 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
59 January 2006
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
58 December 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
57 November 2005
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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57 November 2005
57 November 2005
57 November 2005
57 November 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
56 October 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
55 September 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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54 August 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
54 August 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
53 July 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
52 June 2005
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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52 June 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
51 May 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
50 April 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
49 March 2005
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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49 March 2005
49 March 2005
49 March 2005
49 March 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
48 February 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
47 January 2005
46 December 2004
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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46 December 2004
46 December 2004
46 December 2004
46 December 2004
45 November 2004
45 November 2004
45 November 2004
45 November 2004
45 November 2004
45 November 2004
44 October 2004
44 October 2004
44 October 2004
44 October 2004
44 October 2004
44 October 2004
43 September 2004
43 September 2004
43 September 2004
43 September 2004
43 September 2004
42 August 2004
42 August 2004
42 August 2004
42 August 2004
42 August 2004
41 July 2004
41 July 2004
41 July 2004
41 July 2004
41 July 2004
41 July 2004
40 June 2004
40 June 2004
40 June 2004
40 June 2004
40 June 2004
40 June 2004
39 May 2004
39 May 2004
39 May 2004
39 May 2004
39 May 2004
38 April 2004
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
Click for Cerulli Website Spain;
38 April 2004 Poland
38 April 2004
38 April 2004
38 April 2004 India
38 April 2004 Chile
37 March 2004 France;
March 2004 Spain
March 2004
March 2004
March 2004 China
March 2004
36 February 2004
February 2004
February 2004 France; Spain
February 2004 Argentina
February 2004
February 2004
35 January 2004
January 2004 Singapore
January 2004 Defined Contribution
January 2004 Italy; U.K.
January 2004
January 2004
Note: Beginning in January 2004 The Cerulli Edge--Global Edition shifted to a country-specific format from thematic design.
34 Year-End Issue
Year-End Issue
Year-End Issue China
Year-End Issue
Year-End Issue
Year-End Issue U.K.; Germany; France
Year-End Issue Japan
Year-End Issue Mexico; Chile; Peru
Year-End Issue
Year-End Issue
33 Bank Distribution
Bank Distribution Singapore
Bank Distribution France; Germany; Italy; Austria
Bank Distribution
Bank Distribution
Bank Distribution
Bank Distribution
32 Alternative Asset Management Strategies
Alternative Asset Management Strategies
Alternative Asset Management Strategies Germany; Italy
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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Alternative Asset Management Strategies Belgium; Sweden
Alternative Asset Management Strategies
Alternative Asset Management Strategies
31 Bancassurance Unit-Linked Products
Bancassurance Singapore
Bancassurance
Bancassurance Sweden; France
Bancassurance
Bancassurance
Bancassurance
Bancassurance
30 Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution Germany; U.K.
Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution
29 Client's Choice Issue
Client's Choice Issue
Client's Choice Issue
Client's Choice Issue
Client's Choice Issue
Client's Choice Issue Brazil
Client's Choice Issue
Client's Choice Issue
Client's Choice Issue
28 Defensive Strategies
Defensive Strategies
Defensive Strategies
Defensive Strategies
Defensive Strategies
Defensive Strategies
Defensive Strategies
Defensive Strategies
27 Retirement
Retirement Korea
Retirement
Retirement
Retirement Switzerland; U.K.; Germany
Retirement
Retirement
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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Retirement Mexico
26 Cross-Border Funds
Cross-Border Funds Taiwan; Singapore
Cross-Border Funds
Cross-Border Funds
Cross-Border Funds
Cross-Border Funds
Cross-Border Funds
25 Multimanagement
Multimanagement
Multimanagement
Multimanagement
Multimanagement
Multimanagement
Multimanagement
Multimanagement Mexico
Multimanagement
Multimanagement
24 Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
23 Advice Delivery
Advice Delivery
Advice Delivery
Advice Delivery
Advice Delivery U.K.; Spain; Germany
Advice Delivery
Advice Delivery
Advice Delivery
22 Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
21 Socially Responsible Investing
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
20 Unit-Linked Investments
Unit-Linked Investments
Unit-Linked Investments
Unit-Linked Investments
Unit-Linked Investments
Unit-Linked Investments
Unit-Linked Investments
Unit-Linked Investments
Unit-Linked Investments
19 Private Banking
Private Banking
Private Banking
Private Banking
Private Banking
Private Banking
Private Banking
Private Banking
Private Banking
18 Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
17 Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution
Platform Distribution
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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Platform Distribution
Platform Distribution
16 Bank Distribution
Bank Distribution
Bank Distribution
Bank Distribution
Bank Distribution
Bank Distribution
Bank Distribution
Bank Distribution
15 Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts Canada; U.K.; Australia; Asia
Managed Accounts
Managed Accounts
Managed Accounts
14 UCITS
UCITS
UCITS
UCITS
UCITS
UCITS
UCITS
UCITS
UCITS
13 Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A U.K.
Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
Asset Management M&A
12 Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
Guaranteed Funds
11 Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
Tax Wrappers
10 Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
Year-End Issue
9 Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
66e98231-edac-424a-a0bc-83870972b44d.xls
The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
Bancassurance Unit-Linked Products
8 Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
Multimanager
7 Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
Socially Responsible Investing
6 Offshore Markets
Offshore Markets
Offshore Markets
Offshore Markets
Offshore Markets
Offshore Markets
Offshore Markets
5 Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
Retirement
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The Cerulli Edge--Global Edition Topic Index (updated through October 2010)
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4 Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts
Managed Accounts
3 Fund Supermarkets
Fund Supermarkets
Fund Supermarkets
Fund Supermarkets
Fund Supermarkets
Fund Supermarkets
Fund Supermarkets
Fund Supermarkets
Fund Supermarkets
2 Online Brokerage
Online Brokerage
Online Brokerage
Online Brokerage
Online Brokerage
1 Independent Financial Advisors
Independent Financial Advisors
Independent Financial Advisors
Independent Financial Advisors
Independent Financial Advisors
Independent Financial Advisors
Independent Financial Advisors
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
eft to expand then Edit/Find off main menu ("1" to collapse).
en Edit/Find off the main menu ("1" to collapse).
ISSUE/ARTICLES ISSUE DATE
Consultants Issue : The Real Deal Oct-10
Exhibit: Largest 10 Global Investment Consultants, November 2009 Oct-10
Editorial: Rich Pickings for Alternatives Managers Oct-10
United States: Run for Your Money Oct-10
Exhibit: Trends in Consultant Service Offerings, 2010 Oct-10
Exhibit: Factors Cited by Consultants for a Successful Relationship with Investment Managers, 2010 Oct-10
Exhibit: Consultants: Expected Change in Product Use Over the Next 12 Months, 2010 Oct-10
Europe: War of Attrition Oct-10
Exhibit: Total Externally Managed Assets Under Management of Dutch Pension Plans, 1993–2009 Oct-10
Exhibit: Investment Consultancy Breakdown by Nature of Services Provided, November 2009 Oct-10
Exhibit: Proportion of Investors Using Investment Consultants by Region, November 2009 Oct-10
Special Report: A Growing Market Oct-10
Exhibit: Breakdown of Fettered and Unfettered Funds of Funds for Selected European Countries, April 2010 Oct-10
Europe: Large Funds Call the Shots Oct-10
Exhibit: Investment Consultancy Breakdown by Number of Clients, November 2009 Oct-10
Exhibit: Expected Consultant Changes to Passive and Active Asset Allocation, 2010 Oct-10
Exhibit: Proportion of Investors Using Investment Consultants by Investor Type, November 2009 Oct-10
Australia: All to Play For Oct-10
Exhibit: Breakdown of Sectors Within the Alternative Space, June 2010 Oct-10
Exhibit: Breakdown of Sectors Within Alternative Investments, March 2010 Oct-10
Exhibit: Breakdown of Sectors Within the Alternative Space, June 2010 Oct-10
Quantitative Insights: India Oct-10
Exhibit: Indian Asset Management Marketplace Overview Oct-10
Exhibit: Indian Mutual Fund Assets Under Management, 2005–July 2010 Oct-10
Exhibit: Indian Mutual Fund Net New Flows, 2005–July 2010 YTD Oct-10
Exhibit: Indian Mutual Fund Assets Under Management by Investment Objective, 2005–July 2010 Oct-10
Exhibit: Indian Mutual Fund Net New Flows by Investment Objective, 2005–July 2010 YTD Oct-10
Exhibit: Largest 10 Indian Mutual Fund Managers, 2008–July 2010 Oct-10
Exhibit: Indian Mutual Fund Assets Under Management Marketshare by Distribution Channel, 2008–March 2010 Oct-10
Quantitative Update: Global Metrics Oct-10
Exhibit: Mutual Fund AUM, 2006–July 2010 YTD Oct-10
Exhibit: Mutual Fund NNI, 2006–2010 YTD Oct-10
Asset Allocation Issue : Fixture or Fad? Sep-10
Exhibit: Total European Absolute-Return Mutual Funds Net New Flows, 2005–May 2010 YTD Sep-10
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Editorial: Product Escalation Sep-10
United States: Dodging Bullets Sep-10
Exhibit: Assets of Target-Date and Risk-Based Funds, 1999–1Q 2010 Sep-10
Exhibit: Likelihood of Attributes in Next Generation of Target-Date Funds, 2008-2010 Sep-10
Exhibit: Asset Managers Indicate How They Differentiate Their Target-Date Funds from Competition, 2010 Sep-10
Exhibit: Expectations for Active Versus Passive Management of Target-Date Funds in the Next 1-3 Years, 2010 Sep-10
Europe: Trends in Alternatives Space Sep-10
Exhibit: Expressions of Interest by Asset Class, 1Q 2010–2Q 2010 Sep-10
Exhibit: U.K. Pension Funds Asset Allocation, 2005–2009 Sep-10
Exhibit: Hedge Fund Asset Growth by Asset Class, 1Q 2007–1Q 2010 Sep-10
Special Report: Multi-Asset Investing Sep-10
Exhibit: Overview of Multi-Asset Business Models Sep-10
Europe: Active vs Passive Sep-10
Exhibit: Breakdown of Global Assets Under Management by Type of Fund Management, 2005–May 2010 Sep-10
Exhibit: Regional Breakdown of Global Fund Assets Under Management by Type of Fund Asset Management as a Percentage of Total Global Fund Assets
Sep-10
Under Management, 2005–May 2010
Exhibit: Total Exchange-Traded Fund Asset Growth by Geographic Region, 2004–2Q 2010 Sep-10
Asia: Sovereign Wealth Funds Sep-10
Exhibit: Amount Outsourced by Global Sovereign Wealth Funds, March 2010 Sep-10
Exhibit: Middle Eastern Sovereign Wealth Funds' Fund Manager Selection Criteria, March 2010 Sep-10
Quantitative Insights: Country Sep-10
Exhibit: United Kingdom Asset Management Marketplace Overview Sep-10
Exhibit: U.K. Mutual Fund Assets Under Management, 2006–June 2010 Sep-10
Exhibit: U.K. Retirement Fund Assets Under Management by Plan Type, 2004–2008 Sep-10
Exhibit: U.K. Mutual Fund Assets Under Management by Investment Objective, 2006–June 2010 Sep-10
Exhibit: U.K. Mutual Fund Net New Flows by Investment Objective, 2006–June 2010 YTD Sep-10
Exhibit: Largest 10 U.K. Mutual Fund Managers, 2008-June 2010 Sep-10
Exhibit: Largest 10 U.K. Mutual Fund Managers by Net New Flows, 2008–June 2010 YTD Sep-10
Quantitative Update: Global Metrics Sep-10
Exhibit: Mutual Fund AUM, 2006–June 2010 Sep-10
Exhibit: Mutual Fund NNF, 2006–2010 YTD Sep-10
Platforms Issue: Complex Challenges Aug-10
Exhibit: Total U.K. Platform Assets Under Administration, March 2010 Aug-10
Editorial: Where Australia Leads the United Kingdom Sometimes Follows Aug-10
United States: SuperPlatforms Aug-10
Exhibit: Total Number of RIA Clients, 2000–3Q 2009 Aug-10
Exhibit: Advisor Product Mix by Channel, 2Q 2009 Aug-10
Exhibit: Retail Addressable Markets by Net Worth Range, 3Q 2009E Aug-10
United Kingdom: Platform Power Aug-10
Exhibit: Overview of U.K. Platforms Aug-10
Exhibit: Breakdown of Fund Platform U.K. Domiciled Fund Gross Sales by Product, 2008–1Q 2010 Aug-10
Exhibit: Gross U.K. Platform Sales by Asset Class, April 2010 YTD Aug-10
Allfunds Bank: Incremental Steps Aug-10
Exhibit: Allfunds Assets Under Adminstration, 2007–April 2010 Aug-10
Exhibit: Breakdown of Types of Distribution Channels, March 2010 Aug-10
Exhibit: Allfund Global Asset Breakdown by Type, April 2010 Aug-10
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Profile of Allfunds Platform, 2010 Aug-10
Australia: Regulation Drives Change Aug-10
Exhibit: Total Funds Under Management, 2005–March 2010 Aug-10
Exhibit: Total Net Fund Flows, 2005–March 2010 YTD Aug-10
Exhibit: Top-10 Masterfund Market Managers by Assets Under Management, 2007–2009 Aug-10
Quantitative Insights: Brazil Aug-10
Exhibit: Brazilian Asset Management Marketplace Overview Aug-10
Exhibit: Brazilian Mutual Fund Assets Under Management, 2005–May 2010 Aug-10
Exhibit: Brazilian Retirement Fund Assets Under Management and Net New Inflows, 2005–May 2010 Aug-10
Exhibit: Brazilian Retirement Fund Assets Under Management by Investment Objective, 2005–May 2010 Aug-10
Exhibit: Brazilian Locally Domiciled Mutual Fund Assets Under Management by Investment Objective, 2005–May 2010 Aug-10
Exhibit: Brazilian Locally Domiciled Net New Flows by Investment Objective, 2005–May 2010 Aug-10
Exhibit: Largest 10 Managers of Brazilian Mutual Funds, 2008–May 2010 Aug-10
Quantitative Update: Global Metrics Aug-10
Exhibit: Mutual Fund AUM Aug-10
Exhibit: Mutual Fund NNI Aug-10
Institutional Issue: Adversity Drives Change Jul-10
Exhibit: Top-10 and Bottom-Five Common Investment Funds, 2007-2009 Jul-10
Editorial: CIFs in the Spotlight Jul-10
United States: Small, Profitable Ponds Jul-10
Exhibit: Total Endowment and Foundation Assets and Growth, 1999–2009 Jul-10
Exhibit: Institutional Manager: Channel Profitability Rankings, 2010 Jul-10
Exhibit: Top Endowment and Foundation Asset Managers, 2009 Jul-10
Exhibit: Endowment Asset Allocation, 2009 Jul-10
Europe: Small Steps Jul-10
Exhibit: Annual Income for All and Large Charities, 2005–2009 Jul-10
Exhibit: Number of Charities in the United Kingdom and Their Total Annual Income by Annual Income Bracket, March 2010 Jul-10
Exhibit: U.K. Assets Under Management by Multi-Asset Investing Marketshare, 2008 Jul-10
Special Report: Product Design Jul-10
Exhibit: Total European Pension Assets, 2004–2008 Jul-10
Exhibit: Total European Defined Contribution Pension Assets Under Management, 2004–2009E Jul-10
Exhibit: European Defined Contribution Pension Assets Under Management by Country, 2004–2009E Jul-10
Exhibit: Breakdown of Total European Pension Investment Allocation, 2004–2008 Jul-10
Currency Trading: Currency Trading Tactics Jul-10
Exhibit: Average Daily Trading Volume for Foreign Exchange Instruments in Selected Countries, April- October 2009 Jul-10
Exhibit: Total European Currency Mutual Fund Assets Under Management and Net Flows, 2004–April 2010 Jul-10
Quantitative Insights: Japan Jul-10
Exhibit: Japanese Asset Management Marketplace Overview Jul-10
Exhibit: Japanese Mutual Fund Assets Under Management by Domicile, 2005–March 2010 Jul-10
Exhibit: Japanese Occupational Pension Assets Under Management by Plan Type, March 2005–March 2009 Jul-10
Exhibit: Japanese Mutual Fund Assets Under Management Marketshare by Investment Objective, 2005– March 2010 Jul-10
Exhibit: Japanese Locally Domiciled Mutual Fund Net New Inflows by Investment Objective, 2005–March 2010 YTD Jul-10
Exhibit: Largest 10 Japanese Investment Trust Management Companies, 2008–2009 Jul-10
Exhibit: Largest 10 Cross-Border Fund Vendors by Japanese Client Assets Under Management, 2008–2009 Jul-10
Quantitative Update: Global Metrics Jul-10
Exhibit: Mutual Fund AUM, 2006–April 2010 Jul-10
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Mutual Fund NNI, 2006–2010 YTD Jul-10
GAM Survey and Human Resources Issue: Full Steam Ahead Jun-10
Exhibit: Survey Respondents' Views Toward Changes in AUM, 2009 vs. 2010 Jun-10
Editorial: Beware Unbridled Optimism Jun-10
Human Resources - Europe: What Price Talent? Jun-10
Exhibit: Projected Change to Median Total 2009 Compensation for Senior Sales Professionals in Most Recent Pay Cycle Jun-10
Exhibit: Types of Long-Term Incentives Granted to Sales Professionals by Percentage of Firms, 2009 Jun-10
Exhibit: Discretionary Bonus Trends and Average Salary Range from the Wealth and Asset Management Market, 2007 and 2010 Jun-10
GAM Survey - Revenue and Cost: Back in the Black Jun-10
Exhibit: Global Asset Managers' Views Toward Changes in Total Revenue from Previous Year-End, 2010 Jun-10
Exhibit: Global Asset Managers' Views Toward Changes to Organization's Cost by Year-End, 2009 vs. 2010 Jun-10
Exhibit: Global Asset Managers' Views Toward Expected Profitability for Current Year, 2009 vs. 2010 Jun-10
GAM Survey - Products and Distribution: Product Wars Jun-10
Exhibit: Global Asset Managers' Views Toward Product Development by Regions During the Next 12 Months, 2010 Jun-10
Exhibit: Global Asset Managers' Views Toward 2010 Growth Potential by Region, 2010 Jun-10
Exhibit: Global Asset Managers' Views Toward Asset Gathering Prospects for Mutual Fund Distribution Channels, 2010 Jun-10
Human Resources - United States: Advisor Migration Jun-10
Exhibit: Advisors Citing Factors as Very Important in Changing B/D, 2009 Jun-10
Exhibit: Typical Payout Grid Range for Advisors by Channel, 2009 Jun-10
Exhibit: Advisor Product Mix by Channel, 2Q 2009 Jun-10
Exhibit: Salesforce Resource Allocation by Channel 2009–2012E Jun-10
Quantitative Insights: Australia Jun-10
Exhibit: Australian Asset Management Marketplace Overview Jun-10
Exhibit: Australian Retail-Offer Fund Assets Under Management, 2005–2009 Jun-10
Exhibit: Australian Superannuation Fund Assets Under Management, 2005–2009 Jun-10
Exhibit: Australian Retail-Offer Fund Assets Under Management by Investment Objective, 2005–2009 Jun-10
Exhibit: Australian Retail-Offer Fund Net New Flows by Investment Objective, 2005–2009 Jun-10
Exhibit: Largest 10 Retail-Offer Fund Managers in Australia, 2007–2009 Jun-10
Exhibit: Largest 10 Australian Platform Vendors by Assets Under Administration, 2007–2009 Jun-10
Quantitative Update: Global Metrics Jun-10
Exhibit: Mutual Fund AUM, 2006–March 2010 Jun-10
Exhibit: Mutual Fund NNI, 2006–2010 YTD Jun-10
Investment Trusts Issue: Overview: Cautious Optimism May-10
Exhibit: European REIT Market Capitalization by Country, 2009 May-10
Exhibit: Number of European REITs by Country, June 2006–December 2009 May-10
Exhibit: European REIT Market Capitalization by Country, 2009 May-10
Editorial: Embracing Change May-10
Distribution: Where There’s a Will... May-10
Exhibit: Biggest Hurdle in Increasing Uptake of Investment Trusts Among Investors May-10
Exhibit: Key Channel for Selling Investment Trusts in the Future, 2009 May-10
Exhibit: Typical Investment Company Owners by Type, 2009 May-10
Exhibit: Top-10 Investment Trust Managers by Total Assets, February 2010 May-10
Products: Adapting for Survival May-10
Exhibit: Investment Company Industry Total Assets by Structure, February 2010 May-10
Exhibit: Overview of Split Capital Investment Company Industry, February 2010 May-10
Exhibit: Performance Difference between Investments Trusts, Unit Trusts, and OEICs for Selected Fund Sectors, 2009 and April 2010 YTD May-10
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Multi-Asset: Multi-Asset Strategies May-10
Exhibit: Total European Multi-Asset Mutual Fund Assets Under Management and Net New Inflows, 2004–2009 May-10
Exhibit: Total European Multi-Asset Mutual Fund Assets Under Management and Net New Inflows, 2004–2009 May-10
Exhibit: Cerulli Survey Respondents' Views on Projected Multi-Asset Investment Assets Under Management Growth in the Next Three Years, 2010 May-10
Exhibit: Defining Multi-Asset Investment Opportunities by Client Segment May-10
Exhibit: Performance Returns of Selected Funds in U.K. Cautious Managed Sector, 2005–February 2010 YTD May-10
United States: Collective Memory May-10
Exhibit: Importance of Factors in Decision to Develop CTFs, 2009 May-10
Exhibit: Top-5 U.S. Collective Trust Fund Managers and Total Assets, 4Q 2008–2Q 2009 May-10
Exhibit: Deciding Factors in Selection of a Third-Party Trustee by CTF Managers, 2009 May-10
Quantitative Insights: Canada May-10
Exhibit: Canadian Asset Management Marketplace Overview May-10
Exhibit: Canadian Mutual Fund Assets Under Management, 2005–2009 May-10
Exhibit: Canadian Trusteed Pension Assets, 2005–June 2009 May-10
Exhibit: Canadian Trusteed Pension Assets by Investment Objective, 2005–June 2009 May-10
Exhibit: Canadian Mutual Fund Assets Under Management by Investment Objective, 2005–2009 May-10
Exhibit: Canadian Mutual Fund Net New Inflows by Investment Objective, 2005–2009 May-10
Exhibit: Canadian Mutual Fund Net New Inflows by Investment Objective, 2005–2009 May-10
Quantitative Update: Global Metrics May-10
Exhibit: Mutual Fund AUM, 2006–February 2010 May-10
Exhibit: Mutual Fund AUM, 2006–February 2010 May-10
Global Agricultural Commodities Issue: Overview: Land Ambitions Apr-10
Exhibit: Arable Land Values for the United Kingdom, Poland, and Romania, 2000–2009 Apr-10
Exhibit: Russian Freehold Values and Ukrainian Medium Term Leasehold Rights, 2000–2009 Apr-10
Exhibit: Output of the Agricultural Industry and Basic Price, 1999–2009E Apr-10
Editorial: The Farming Bug Apr-10
United States: Golden Harvest Apr-10
Exhibit: Advisors' Expected Change in Product Allocation, 2Q 2009 Apr-10
Exhibit: Top-15 Agriculture Commodity Exchange-Traded Products, January 2009 and January 2010 Apr-10
Exhibit: Primary Method of Developing In-House Alternatives Skill Set, 2010 Apr-10
Exhibit: Financial Advisor Use of ETF Types by Core Market, 2009 Apr-10
Structured Products: Plain Vanilla Apr-10
Exhibit: Global Retail Structured Product Assets Under Management and Net New Sales, 2005–2009 Apr-10
Exhibit: Global Retail Structured Product Assets Under Management Breakdown by Region, 2005–2009 Apr-10
Exhibit: Total European Retail Structured Product Assets Under Management by Type, 2005–2009 Apr-10
Structured Products: A Regulatory Minefield Apr-10
Exhibit: Global Retail Structured Products Net New Inflows by Underlying Asset Class, 2005–2009 Apr-10
Exhibit: Global Retail Structured Assets Distribution Channel Breakdown by Region, 2009 Apr-10
Exhibit: Global Retail Structured Assets Sales by Channel, 2005–2009 Apr-10
Australia: Two Distinct Approaches Apr-10
Exhibit: Ownership of Total Plantation Estate by Category, 2005–2008 Apr-10
Exhibit: Number of Registered Managed Investment Schemes, 2005–2009 Apr-10
Exhibit: Value of Selected Australian Agricultural Exports By Category, 2009 Apr-10
Quantitative Insights: Italy Apr-10
Exhibit: Italian Asset Management Marketplace Overview Apr-10
Exhibit: Italian Mutual Fund Assets Under Management, 2005–2009 Apr-10
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Italian Defined-Contribution Retirement Fund Assets Under Management by Plan Type, 2005–2009 Apr-10
Exhibit: Italian Mutual Fund Assets Under Management by Investment Objective, 2005–2009 Apr-10
Exhibit: Italian Mutual Fund Net New Inflows by Investment Objective, 2005–2009 Apr-10
Exhibit: Largest 10 Italian Mutual Fund Managers, 2007–2009 Apr-10
Exhibit: Largest 10 Italian Mutual Fund Managers by Net New Inflows, 2007–2009 Apr-10
Quantitative Update: Global Metrics Apr-10
Exhibit: Mutual Fund AUM Apr-10
Exhibit: Mutual Fund NNI Apr-10
Emerging Markets Issue: Overview: Ringing the Changes Mar-10
Exhibit: U.S. and European Emerging Market ETF Assets Under Management Breakdown by Geographic Focus, December 2009 Mar-10
Exhibit: European- and U.S.-Listed Emerging Market ETF and Mutual Fund Assets by Net New Inflows, 2005–2009 Mar-10
Editorial: Moving On Mar-10
Eastern Europe: All to Play For Mar-10
Exhibit: Central and Eastern European Mutual Fund Assets Under Management, 2004–November 2009 Mar-10
Exhibit: Central and Eastern European Mutual Fund New Net Inflow Breakdown by Country, November 2009 Mar-10
Exhibit: Total Hedge Fund Assets Under Management by Investment Location, 2006–September 2009 Mar-10
India: In a State of Flux Mar-10
Exhibit: Indian Mutual Fund Revenue by Investor Type, March 2007–March 2009 Mar-10
Exhibit: Indian Mutual Fund Assets Under Management by Distribution Channel, 2007–June 2009 Mar-10
Latin America: Real Estate Rebound Mar-10
Exhibit: Global Closed-End Real Estate Funds that Invest in Latin America, 2006–2009 Mar-10
Exhibit: Annual Latin American Securitization Issuance, 2004–2009 Mar-10
Exhibit: Mortgage Loans Funding in Brazil, 2000–2009E Mar-10
Exhibit: Overview of Real Estate Industry in Brazil, 2005–September 2009 Mar-10
Africa: A Potential Goldmine Mar-10
Exhibit: International Mutual Funds Investing in Africa by Assets Under Management, 2005–2009 Mar-10
Exhibit: International Mutual Funds Investing in Africa by Net New Inflows, 2005–2009 Mar-10
Exhibit: Top-10 European Mutual Funds Investing into Africa by Assets Under Management, 2007–2009 Mar-10
Exhibit: Key Economic Indicators for Selected Countries in Africa, 2009 Estimates Mar-10
Quantitative Insights: Taiwan Mar-10
Exhibit: Taiwanese Asset Management Marketplace Overview Mar-10
Exhibit: Taiwanese Mutual Fund Assets Under Management, 2005–2009 Mar-10
Exhibit: Taiwanese Retirement Fund Assets Under Management, 2005–2009 Mar-10
Exhibit: Taiwanese Locally Domiciled Mutual Fund Assets Under Management by Investment Objective, 2005–2009 Mar-10
Exhibit: Taiwanese Mutual Fund Net New Inflows by Investment Objective, 2005–2009 Mar-10
Exhibit: Largest 10 SITE Managers, 2007–2009 Mar-10
Exhibit: Taiwanese Mutual Fund Assets Under Management by Distribution Channel, 2007–June 2009 Mar-10
Quantitative Update: Global Metrics Mar-10
Exhibit: Mutual Fund AUM, 2005–December 2009 Mar-10
Exhibit: Mutual Fund NNI, 2005–2009 YTD Mar-10
Multimanager/Middle East Issue: Overview: An Evolving Sector Feb-10
Exhibit: European Fund-of-Funds Net New Inflows by Country/Region, 2004–YTD October 2009 Feb-10
Exhibit: European Multimanager Assets Under Management, 2004–2008 Feb-10
Editorial: Recognizing Priorities Feb-10
France: Vive la France! Vive la multigestion! Feb-10
Exhibit: European Fund-of-Funds Assets Under Management by Country/Region, 2004–October 2009 Feb-10
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: European Fund-of-Funds Assets Under Management by Affiliation, 2004–October 2009 Feb-10
Exhibit: Largest 10 European Fund-of-Funds Managers by Assets Under Management, 2007–October 2009 Feb-10
Middle East: What has Gone Wrong? Feb-10
Exhibit: Comparison of Middle East TASI Index Against the U.S. S&P 500 Index, 2007–2009 Feb-10
Exhibit: Top-14 Middle Eastern Sovereign Wealth Funds, December 2009 Feb-10
Exhibit: Mutual Fund AUM in the Region, September 2009 Feb-10
Exhibit: AUM as a Percentage of Market Capitalization in Saudi Arabia, 2005–September 2009 Feb-10
Sukuk: A Young Industry Feb-10
Exhibit: Value and Number of Global Sukuk Issues, 1996–2Q 2009 Feb-10
Exhibit: Global Sukuk Issues by Country, 2008–September 2009 YTD Feb-10
United States: Model Behavior Feb-10
Exhibit: Target-Date and Risk-Based Fund Assets, 1998–2Q 2009 Feb-10
Exhibit: Marketshare of Variable Annuity Target-Risk and Target-Date Funds, 2006 vs. 2Q 2009 Feb-10
Exhibit: Variable Annuity Fund Styles Expected to Experience Greatest Growth Next 1-3 Years, 2009 Feb-10
Quantitative Insights: France Feb-10
Exhibit: French Asset Management Marketplace Overview Feb-10
Exhibit: French Mutual Fund Assets Under Management, 2005–October 2009 Feb-10
Exhibit: French Retirement Fund Assets Under Management, 2004–2008 Feb-10
Exhibit: French Mutual Fund Assets Under Management by Investment Objective, 2005–October 2009 Feb-10
Exhibit: French Mutual Fund Net New Inflows by Investment Objective, 2005–October 2009 YTD Feb-10
Exhibit: 10 Largest French Mutual Fund Managers, 2007–October 2009 Feb-10
Exhibit: 10 Largest French Mutual Fund Managers by Net New Inflows, 2007–October 2009 YTD Feb-10
Quantitative Update: Global Metrics Feb-10
Exhibit: Mutual Fund AUM, 2005–November 2009 Feb-10
Exhibit: Mutual Fund NNI, 2005–November 2009 Feb-10
Outlook Issue: Overview: Back to Basics Jan-10
Exhibit: Global Long-Term Mutual Fund Net New Inflows by Region, 2005–3Q 2009 Jan-10
Exhibit: European Mutual Fund Net New Inflows, 2005–3Q 2009 Jan-10
Exhibit: Top Five Countries with the Highest YTD September 2009 Net New Inflows and Outflows Jan-10
Editorial: Competition Heats Up Jan-10
United States: Money in Motion Jan-10
Exhibit: Percent of Equity Mutual Fund Assets by Total Fee Quartile, 2004–2008 Jan-10
Exhibit: Mutual Fund Net New Flows by Morningstar Rating, 2003–October 2009 YTD Jan-10
Exhibit: Advisors’ Expected Change in Product Allocation, 2Q 2009 Jan-10
GAM Survey 2009—Cost & Earnings: Back On Track Jan-10
Exhibit: Investment Managers’ Views Toward Changes in Total Revenue from Previous Year, 2009 Jan-10
Exhibit: Investment Managers’ Views Toward Changes to Organisation’s Cost by Current Year-End, 2009 Jan-10
Exhibit: Investment Managers’ Views Toward Expected Profitability for Current Year, 2009 Jan-10
GAM survey 2009—European Focus: Asset Classes, Product Development and Regulation Jan-10
Exhibit: Investment Managers’ Views Toward 2010 Growth Potential by Country, 2009 Jan-10
Exhibit: Investment Managers’ Views Toward Product Development by Regions Over the Next 12 Months, 2009 Jan-10
Exhibit: Investment Managers’ Views Toward Product Threat to Mutual Fund Flows in 2010 Jan-10
Asia-Pacific: Back to the Future Jan-10
Exhibit: Asia (Including Japan) Mutual Fund Assets Under Management as Percentage of Household Financial Assets, 2004–2008 Jan-10
Exhibit: Asia Ex-Japan Mutual Fund Assets Under Management by Distribution Channel, 2007–June 2009 Jan-10
Quantitative Insights: Germany Jan-10
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: German Asset Management Marketplace Overview Jan-10
Exhibit: German Mutual Fund Assets Under Management, 2005–September 2009 Jan-10
Exhibit: German Retirement Fund Assets Under Management, 2004–2008E Jan-10
Exhibit: German Mutual Fund Assets Under Management by Investment Objective, 2005–September 2009 Jan-10
Exhibit: German Mutual Fund Net New Inflows by Investment Objective, 2005–YTD September 2009 Jan-10
Exhibit: Largest 10 German Mutual Fund Managers, 2007–September 2009 Jan-10
Exhibit: Largest 10 German Mutual Fund Managers by Net New Inflows, 2007–September 2009 Jan-10
Quantitative Update: Global Metrics Jan-10
Exhibit: Mutual Fund AUM Jan-10
Exhibit: Mutual Fund NNI Jan-10
Asset Servicing Issue: Overview: Rich Pickings Dec-09
Exhibit: Global Custodian Overview, 2Q 2009 Dec-09
Editorial: Taking Stock Dec-09
Hedge Fund Administration: Feeling The Pinch Dec-09
Exhibit: Global Single-Manager Hedge Fund Assets, 1998–3Q 2009 Dec-09
Exhibit: Single-Manager Hedge Fund Assets by Manager Location, 2004–3Q 2009 Dec-09
Exhibit: Hedge Fund Managers’ Views on the Impact of Market Turmoil on Hedge Funds Dec-09
Exhibit: Top-20 Hedge Fund Administrators by Assets Under Administration, 1Q 2009 Dec-09
Regulation: Affirmative Action Dec-09
Exhibit: Comparing Global Regulatory Responses to the Financial Crisis, 2009 Dec-09
Risk Management: The Way Forward Dec-09
Exhibit: Asset Managers’ Views on OTC Operational Issues, 2009 Dec-09
Exhibit: Views on Importance of Providers’ Attributesin Securities Lending Programs, September 2009 Dec-09
Exhibit: Chief Operating Officers’ Views on Data Management Risk, 2009 Dec-09
Technology: A Steep Curve Dec-09
Exhibit: Global Custodian Overview-Performance Measurement, June 2009 Dec-09
Exhibit: Global Custodian Overview-Risk Monitoring, June 2009 Dec-09
Exhibit: Chief Operating Officers’ Views on Whether Data, IT Systems and Management Information Are Fit for Purpose, 2009 Dec-09
Outsourcing: From Crisis to Opportunity Dec-09
Exhibit: Asset Managers’ Views on Drivers for Outsourcing, 2009 Dec-09
Exhibit: Asset Managers’ Views on the Actual Benefits of Outsourcing, 2009 Dec-09
Exhibit: Overview of Investment Lifecycle, 2009 Dec-09
Quantitative Insights: Japan Dec-09
Exhibit: Japan Asset Management Marketplace Overview Dec-09
Exhibit: Japanese Mutual Fund Assets Under Management by Domicile, 2004–August 2009 Dec-09
Exhibit: Japanese Occupational Pension Assets Under Management by Plan Type, March 2005–March 2009 Dec-09
Exhibit: Japanese Locally Domiciled Mutual Fund Net New Inflows by Investment Objective, 2004–August 2009 Dec-09
Exhibit: Japanese Locally Domiciled Mutual Fund Assets Under Management by Investment Objective, 2004–August 2009 Dec-09
Exhibit: 10 Largest Japanese Investment Trust Management Companies, 2007–August 2009 Dec-09
Exhibit: 10 Largest Foreign-Affiliated Investment Trust Management Companies in Japan, 2007–August 2009 Dec-09
Quantitative Update: Global Metrics Dec-09
Exhibit: Mutual Fund AUM, 2005–September 2009 Dec-09
Exhibit: Mutual Fund NNI, 2005–September 2009 Dec-09
Alternative Investments Issue: Global: On the Road to Recovery Nov-09
Exhibit: Total Global Alternative Mutual Fund AUM Breakdown by Region, 2004–June 2009 Nov-09
Exhibit: Total European Alternative Mutual Fund Net New Inflows by Asset Classes, 2004–June 2009 Nov-09
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Editorial: Challenges Ahead Nov-09
United States: Alternatives and Public Relations Nov-09
Exhibit: Advisors' Expected Change in Product Allocation, 2Q 2009 Nov-09
Exhibit: Asset Managers’ Targeted Wealth Tiers for Retail Third-Party Alternative Investment Distribution, 2008E Nov-09
Exhibit: Asset Managers Cite the Biggest Challenges to the Development and Delivery of Alternatives (Excluding ETFs) for the Retail Third-Party Nov-09
Marketplace, 2008
Europe: Regulatory Challenges Nov-09
Exhibit: Top 20 European Alternative Mutual Fund Managers by AUM, 2007–June 2009 Nov-09
Exhibit: Total Assets Under Management, Net New Inflows, and Number of European Alternative Mutual Funds, 2004–June 2009 Nov-09
Europe: Licking of Wounds Nov-09
Exhibit: U.K. Defined Benefit Pension Funds’ Strategic Asset Allocation 2006–2008 Nov-09
Exhibit: Top 20 European Alternative Mutual Fund Managers by AUM, 2007–June 2009 Nov-09
Asia-Pacific (Excluding Japan): Hoping For Recovery Nov-09
Exhibit: Asia Ex-Japan Alternative Mutual Fund Assets Under Management by Country, 2004–June 2009 Nov-09
Exhibit: Largest 10 Alternative Mutual Fund Managers in Asia Ex-Japan, 2008–June 2009 Nov-09
Quantitative Insights: Mexico Nov-09
Exhibit: Mexican Asset Management Marketplace Overview Nov-09
Exhibit: Mexican Mutual Fund Assets Under Management, 2005–July 2009 Nov-09
Exhibit: Mexican Retirement Fund Assets Under Management, 2005–July 2009 Nov-09
Exhibit: Mexican Mutual Fund Assets Under Management by Investment Objective, 2005–July 2009 Nov-09
Exhibit: Mexican Mutual Fund Net New Inflows by Investment Objective, 2005–July 2009 Nov-09
Exhibit: Largest 10 Mexican Mutual Fund Managers, 2007–July 2009 Nov-09
Exhibit: Mexican Afore Metrics, 2007–July 2009 Nov-09
Quantitative Update: Global Metrics Nov-09
Exhibit: Mutual Fund AUM, 2005–August 2009 Nov-09
Exhibit: Mutual Fund NNI, 2005–August 2009 Nov-09
Global Regulatory Change Issue: Global: Playing by the Rules Oct-09
Exhibit: U.S. and European Long-Term Mutual Fund Assets Under Management and Net New Investment, 2004–June 2009 Oct-09
Editorial: Multiple Impact Oct-09
Europe: Seeking Harmony Oct-09
Exhibit: Comparison of Mutual Fund and Structured Products Assets Under Management in Europe, 2004–2008 Oct-09
Exhibit: Disclosure and Selling Rules in European Community Law for Packaged Retail Investment Products, 2009 Oct-09
Report Spotlight: Global Multimanager Products 2009 Oct-09
Exhibit: Global Multimanager Assets Under Management, 2004–2008 Oct-09
Exhibit: Global Fund-of-Funds Assets Under Management by Domicile, 2004–2008 Oct-09
Exhibit: Comparative Analysis: Managers of Managers vs. Funds of Funds Oct-09
Exhibit: Global Fund-of-Funds Assets Under Management by Affiliation, 2004–2008 Oct-09
Exhibit: Global Retail Multimanager AUM as a Proportion of Long-Term Mutual Fund AUM, 2004–2008 Oct-09
Exhibit: Non-U.S. Retail Multimanager AUM as a Proportion of LTMF Assets Under Management, 2004–2008 Oct-09
United States: Protecting the Buck Oct-09
Exhibit: Mutual Fund Assets by Subset: Long Term, Short Term, and Closed End, 1998–2008 Oct-09
Exhibit: Short-Term Mutual Funds by Subset, 2003–2008 Oct-09
Exhibit: Top Short-Term Mutual Fund Asset Managers, 2008 Oct-09
Asia-Pacific: A Wave of Change Oct-09
Exhibit: Indian Mutual Fund Assets Under Management by Distribution Channel, 2007–June 2009 Oct-09
Exhibit: Australian Superannuation Fund Assets Under Management, 2004–March 2009 Oct-09
Quantitative Insights: China Oct-09
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Chinese Asset Management Marketplace Overview Oct-09
Exhibit: Chinese Mutual Fund Assets Under Management, 2004–June 2009 Oct-09
Exhibit: Chinese Social Security Fund Assets Under Management, 2004–2008 Oct-09
Exhibit: Chinese Open-End Mutual Fund Assets Under Management by Investment Objective, 2004–June 2009 Oct-09
Exhibit: Chinese Open-End Mutual Fund Net New Inflows by Investment Objective, 2004–June 2009 YTD Oct-09
Exhibit: Competitive Analysis of Top 10 Mutual Fund Managers in China, 2008–June 2009 Oct-09
Exhibit: Competitive Analysis of Top 10 Sino-Foreign Joint Venture Mutual Fund Managers in China, 2008–June 2009 Oct-09
Quantitative Update: Global Metrics Oct-09
Exhibit: Mutual Fund AUM, 2005–July 2009 Oct-09
Exhibit: Mutual Fund NNI, 2005–July 2009 Oct-09
Platform Distribution Issue: Global: Growing Strength Sep-09
Exhibit: Possible Changes to the British Platform Charging Model Following the FSA’s Retail Distribution Review Sep-09
Exhibit: U.K. Managers' Views on the Importance of Various Criteria in Platform Selection, 2Q 2009 Sep-09
Editorial: A Costly Business Sep-09
United States: Power Play Sep-09
Exhibit: Breakdown of Estimated Annual Revenue Generated by Managed Accounts Industry, 1Q 2008 Sep-09
Exhibit: Asset Managers' Reprioritization of Strategy for Distributing Through Different Managed Accounts Programs, 2009 Sep-09
Exhibit: Importance of Investment Manager Attributes, 2009 Sep-09
Exhibit: Sponsor Methods for Discovering Managers for Managed Account Platforms, 2009 Sep-09
Special Report—Platform Distribution in the United Kingdom: Changing Landscape Sep-09
Exhibit: Proportion of Mutual Fund Assets Distributed via Platforms by U.K. Manufacturers, 2Q 2009 Sep-09
Exhibit: Managers' Views on Expected Growth of Mutual Fund Distribution via Platforms Over the Next Two Years, 2Q 2009 Sep-09
Exhibit: Maximum and Minimum Amounts of Annual Management Charge Rebated to Platforms and Advisors, 2Q 2009 Sep-09
Exhibit: U.K. Managers' Views on the Effectiveness of Various Factors for Getting Funds onto a Platform, 2Q 2009 Sep-09
Special Report—Platform Distribution in the United Kingdom: All Change Sep-09
Exhibit: Total U.K. Platform Assets Under Administration, 2007–March 2009 Sep-09
Exhibit: British Platforms' Expectations for AUA Growth Over the Next Three Years, 2009 Sep-09
Australia: The Inquisition Sep-09
Exhibit: Assets Under Management Through Platforms in Australia, March 2007–March 2009 Sep-09
Exhibit: Typical Fee Flows Through the Use of Platforms in Australia, June 2009 Sep-09
Quantitative Insights: United Kingdom Sep-09
Exhibit: U.K. Asset Management Marketplace Overview Sep-09
Exhibit: U.K. Mutual Fund Assets Under Management, 2004–June 2009 Sep-09
Exhibit: U.K. Retirement Fund Assets Under Management by Plan Type, 2003–2007 Sep-09
Exhibit: U.K. Mutual Fund Assets Under Management by Investment Objective, 2004–June 2009 Sep-09
Exhibit: U.K. Mutual Fund Net New Inflows by Investment Objective, 2004–June 2009 Sep-09
Exhibit: 10 Largest U.K. Mutual Fund Managers, 2007–June 2009 Sep-09
Exhibit: 10 Largest U.K. Mutual Fund Managers by Net New Inflows, 2007–May 2009 Sep-09
Quantitative Update: Global Metrics Sep-09
Exhibit: Mutual Fund AUM, 2005–June 2009 Sep-09
Exhibit: Mutual Fund NNI, 2005–June 2009 Sep-09
Multi-Asset Investing Issue: Global: Multiplicity Aug-09
Exhibit: United States and European Multi-Asset Fund Assets Under Management, 2004–May 2009 Aug-09
Exhibit: United Kingdom Assets Under Management by Multi-Asset Investing Marketshare, 2008 Aug-09
Editorial: A Tall Order Aug-09
United States: Turbulence Aug-09
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Disparity in 2010 Target-Date Fund Asset Allocation and Total Returns, May 2009 Aug-09
Exhibit: Use of Selected Investments in Target-Date and Risk-Based Funds’ Portfolio Construction, 2009 Aug-09
Exhibit: DC Provider Perspective: Expected Enhancements to Target-Date Funds Over the Next Five Years, 2007 Aug-09
Exhibit: Top 15 Target-Date Managers, April 2009 Aug-09
Europe: Paying Your Dues Aug-09
Exhibit: Institutional Mandate Searches in Europe (Excluding the United Kingdom) by Category, 2008 Aug-09
Exhibit: European Mixed-Asset/Balanced Mutual Fund Assets Under Management and Net New Investment, 2004–May 2009 Aug-09
Exhibit: Amount of Assets Placed in Balanced/Multi-Asset Mandates in Europe (Excluding the United Kingdom), 2002–2008 Aug-09
Asia: Do It Yourself Aug-09
Exhibit: Asset Managers’ Views on the Importance of Multi-Asset Funds for Product Development in the Asia-Pacific in 2009, 2Q 2009 Aug-09
Exhibit: Asian Muti-Asset Mutual Fund Assets Under Management by Country, 2006–May 2009 Aug-09
Latin America: Multimarket Troubles Aug-09
Exhibit: Brazilian Locally Domiciled Net New Inflows by Investment Objective, 2004–2008 Aug-09
Exhibit: Monthly Returns of Brazilian Fixed-Income and Multimarket Funds, July 2008–May 2009 Aug-09
Exhibit: 10 Largest Percentage Declines in Multimarket AUM Among Managers in Brazil, May 2008–May 2009 Aug-09
Quantitative Insights: Chile Aug-09
Exhibit: Chilean Mutual Fund Assets Under Management, 2004–May 2009 Aug-09
Exhibit: Chilean Retirement Fund Assets Under Management, 2004–May 2009 Aug-09
Exhibit: Chilean Locally Domiciled Mutual Fund Assets Under Management by Investment Objective, 2004–May 2009 Aug-09
Exhibit: Chilean Locally Domiciled Mutual Fund Net New Inflows by Investment Objective, 2004–May 2009 Aug-09
Exhibit: Largest 10 Chilean Local Mutual Fund Managers, 2007–May 2009 Aug-09
Exhibit: Largest 10 Cross-border Fund Vendors By AFP Assets Under Management by Geographic Objective, May 2009 Aug-09
Quantitative Update: Global Metrics Aug-09
Exhibit: Mutual Fund AUM, 2005–May 2009 Aug-09
Exhibit: Mutual Fund NNI, 2005–May 2009 Aug-09
Hedge Funds Issue: Global: Resurrection Jul-09
Exhibit: Global Single-Manager Hedge Fund Assets, 1998–2008 Jul-09
Exhibit: Summary of the Hedge Fund Share Class Terms Desired by the Utah Retirement Systems, 2009 Jul-09
Editorial: Shaping Up Jul-09
United States: Hedge Trimming Jul-09
Exhibit: Alternative Mutual Fund Assets in the United States, 2003–2008 Jul-09
Exhibit: Top 25 Alternative Mutual Fund Managers Ranked by AUM, 2008 Jul-09
Exhibit: U.S. Alternative Investment Assets, 2008 Jul-09
Europe: Convergence Jul-09
Exhibit: Total AUM, NNI, and Number of Funds in Grouping of European Mutual Funds Offering Hedge-Fund-Like Strategies, 2004–2008 Jul-09
Exhibit: Top 20 Managers by AUM of Hedge-Fund-Like Mutual Funds, 2007–April 2009 Jul-09
Exhibit: Global Performance of Hedge Funds Compared with the MSCI World Stock Market Index, March 2006–March 2009 Jul-09
Global - Special Report—July 2009: Structured Products After the Storm Jul-09
Off the Ropes Jul-09
Exhibit: Global Retail Structured Products Assets and Gross Sales, 2004–2008 Jul-09
Exhibit: Global Retail Structured Products Assets by Region, 2004–2008 Jul-09
Exhibit: Global Retail Structured Product Assets by Product Type, 2004–2008 Jul-09
Exhibit: Comparison of Equity Exposure Globally in Structured Products and Mutual Funds Industries, 2004–2008 Jul-09
Europe - Special Report—July 2009: Structured Products After the Storm Jul-09
Competitive Threat Jul-09
Exhibit: Global Retail Structured Products Assets by Wrapper, 2004–2008 Jul-09
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Comparison of European Structured Product and Mutual Fund AUM and Net New Investment, 2004–2008 Jul-09
Quantitative Insights: Korea Jul-09
Exhibit: Korean Asset Management Marketplace Overview Jul-09
Exhibit: Korean Mutual Fund Assets Under Management, 2004–2008 Jul-09
Exhibit: Korean National Pension System Assets, 2003–November 2007 Jul-09
Exhibit: Korean Locally Domiciled Mutual Fund Assets Under Management by Investment Objective, 2004–2008 Jul-09
Exhibit: Korean Locally Domiciled Mutual Fund Net New Inflows by Investment Objective, 2004–2008 Jul-09
Exhibit: Largest 10 Korean Local Mutual Fund Managers, 2006–2008 Jul-09
Exhibit: Largest 10 Korean Mutual Fund Managers for OITF, 2006–2008 Jul-09
Quantitative Update: Global Metrics Jul-09
Exhibit: Mutual Fund AUM 2005–April 2009 Jul-09
Exhibit: Mutual Fund NNI 2005–April 2009 Jul-09
Exchange-Traded Funds Issue: Global: Passive-Aggressive Jun-09
Exhibit: Global ETF Assets Under Management and Marketshare, 2004–2008 Jun-09
Exhibit: ETF and Long-Term Mutual Fund NNI in Europe and the United States, 2005–2008 Jun-09
Exhibit: Global ETF Assets Under Management by Country, February 2009 Jun-09
Editorial: A Watchful Eye Jun-09
United States: The Long View Jun-09
Exhibit: Asset Managers’ Plans for ETFs, 2008 Jun-09
Exhibit: Primary Reason Advisors Use ETFs, 2008 Jun-09
Exhibit: Advisors’ Expected Change in Product Mix, 2Q 2008 Jun-09
Special Report—June 2009: Global and European Asset Management Surveys: Paradise Lost Jun-09
Exhibit: Global Mutual Fund Assets Under Management, 2004–2009E Jun-09
Exhibit: Asset Managers’ Views on Expected Changes in Revenue, 2009 Jun-09
Exhibit: Asset Managers’ Views on the Importance of Different Product Development Categories in the U.S. in 2009 Jun-09
Special Report—June 2009: Global and European Asset Management Surveys: Inflexion Point Jun-09
Exhibit: European Mutual Fund Assets Under Management, 2004–2009E Jun-09
Exhibit: Asset Managers’ Views on the Number of Fund Firms in Europe Over the Next Three Years, 2009 Jun-09
Exhibit: Asset Managers’ Views on the Products Posing the Greatest Threat to European Mutual Fund Flows in 2009 Jun-09
Exhibit: Asset Managers’ Views on which Regions Offer the Best Prospects for AUM Growth Over the Next Three Years, 2009 Jun-09
Asia-Pacific: Growth Spurt Jun-09
Exhibit: Asia-Pacific ETF Net New Investment, 2005–2008 Jun-09
Exhibit: Total Asia ex-Japan ETF Assets by Country, 2009 Jun-09
Exhibit: Asset Class Exposure of ETFs in Asia ex-Japan, 2009 Jun-09
Exhibit: The Growth in Institutional Users of ETFs in Asia ex-Japan, Dec-97–Sep-08 Jun-09
Quantitative Insights: Canada Jun-09
Exhibit: Canadian Asset Management Marketplace Overview Jun-09
Exhibit: Canadian Mutual Fund Assets Under Management, 2004–2008 Jun-09
Exhibit: Canadian Trusteed Pension Assets, 2004–June 2008 Jun-09
Exhibit: Canadian Mutual Fund Assets Under Management by Investment Objective, 2004–2008 Jun-09
Exhibit: Canadian Mutual Fund Net New Inflows by Investment Objective, 2004–2008 Jun-09
Exhibit: Mutual Fund Sponsors’ Growth Metrics, 2007–2008 Jun-09
Exhibit: Largest 10 Canadian Pension Fund Managers, 2007–2008 Jun-09
Quantitative Insights: Global Metrics Jun-09
Exhibit: Mutual Fund AUM, 2005–March 2009 Jun-09
Exhibit: Mutual Fund Net New Inflows, 2005–March 2009 Jun-09
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Mergers & Acquisitions Issue: Global: Deal or No Deal? May-09
Exhibit: Global Investment Management M&A, 2005–2008 May-09
Exhibit: Mutual Fund Net New Inflows in Europe and the United States, 2004–February 2009 May-09
Editorial: The Uncertainty Principle May-09
Europe: Fighting for Life May-09
Exhibit: Leading European Asset Management M&A Deals, July 2008–April 2009 May-09
Exhibit: European Asset Management M&A Disclosed Deal Size by Type of Acquirer, July 2008–April 2009 May-09
Exhibit: European Mutual Funds Net New Inflows by Domicile, 2006-February 2009 May-09
United States: Sobering Up May-09
Exhibit: Percentage of Asset Managers Submitting Models to Program Sponsor/Overlay Managers, 2Q 2006–4Q 2008 May-09
Exhibit: Percentage of Advisors Working for the 25 Largest Broker/Dealers, 2004–2008E May-09
Exhibit: Largest Institutional Investment Consultants by Assets Under Advisement, 1Q 2008 May-09
Exhibit: Asset Managers That Consider Asset Allocation as a Core Area of Investment Expertise, 2008 May-09
Report Spotlight: Shariah Investing—Market Sizing and Analysis May-09
Exhibit: Shariah Mutual Fund Assets Under Management, 2003–October 2008 May-09
Exhibit: Number of Funds by Inception Year, 2000–October 2008 May-09
Exhibit: International Manager’s Share of Global Shariah Mutual Fund Assets, October 2008 May-09
Exhibit: International Survey Respondents’ Views on Challenges, 2008 May-09
Exhibit: Islamic Funds by Type, October 2008 May-09
Exhibit: Survey Respondents’ Views on Retail vs. Institutional Interest in Shariah Investment, 2008 May-09
Asia-Pacific: Hunting for Prey May-09
Exhibit: Countries in Which Asian Asset Managers Are Likely to Make an Acquisition May-09
Exhibit: Country of Origin of Likely Buyers in Cross-Border Asian M&A May-09
Quantitative Insights: Australia May-09
Exhibit: Australian Asset Management Marketplace Overview May-09
Exhibit: Australian Retail Fund Assets Under Management, 2004–2008 May-09
Exhibit: Australian Superannuation Fund Assets Under Management, 2004–2008 May-09
Exhibit: Australian Retail Fund Assets Under Management by Investment Objective, 2004–2008 May-09
Exhibit: Australian Retail Fund Net New Inflows by Investment Objective, 2004–2008 May-09
Exhibit: Largest 10 Retail Fund Managers in Australia, 2006–2008 May-09
Exhibit: Largest 10 Australian Platform Vendors by Assets Under Administration, 2006–2008 May-09
Quantitative Insights: Global Metrics May-09
Exhibit: Mutual Fund AUM, 2005–February 2009 May-09
Exhibit: Mutual Fund Net New Inflows, 2005–February 2009 May-09
Environmental, Social, and Governanace Investing Issue: Global: Do the Right Thing Apr-09
Exhibit: Global ESG Assets Under Management, 2007 Apr-09
Exhibit: European ESG Mutual Fund Launches, 2004–2008 Apr-09
Editorial: Shifting Morals Apr-09
Europe: Shiny Halo Apr-09
Exhibit: European Asset Management Industry ESG AUM, 2007 Apr-09
Exhibit: European ESG Mutual Fund Assets Under Management, 2004–2008 Apr-09
Exhibit: Top 10 ESG Retail Fund Managers in Europe, 2006–2008 Apr-09
United States: Penitence Apr-09
Exhibit: Total Assets and Growth Rates of U.S. Socially Conscious Mutual Funds, 1998–2008 Apr-09
Exhibit: Annual Performance of U.S. Socially Responsible Equity Funds Versus All Other Equity Funds, 1999–2008 Apr-09
Exhibit: Annual Performance of U.S. Socially Responsible Fixed-Income Funds Versus All Other Fixed-Income Funds, 1999–2008 Apr-09
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Australia: Growing Thirst Apr-09
Exhibit: Responsible Investment Managed Portfolio AUM in Australia, 2004–June 2008 Apr-09
Exhibit: Top 10 Managers for Responsible Investment Managed Portfolios in Australia, 2006–June 2008 Apr-09
Exhibit: Responsible Investment Managed Portfolios in Australia by Type, 2007–June 2008 Apr-09
South Africa: Atonement Apr-09
Exhibit: South African ESG Mutual Fund Assets Under Management, 2004–2008 Apr-09
Exhibit: South African ESG Mutual Fund Assets Under Management by Asset Class, 2004–2008 Apr-09
Quantitative Insights: Spain Apr-09
Exhibit: Spanish Asset Management Marketplace Overview Apr-09
Exhibit: Spanish Mutual Fund Assets Under Management, 2004–2008 Apr-09
Exhibit: Spanish Retirement Fund Assets Under Management by Plan Type, 2004–2008 Apr-09
Exhibit: Spanish Locally Domiciled Mutual Fund Assets Under Management by Investment Objective, 2004–2008 Apr-09
Exhibit: Spanish Locally Domiciled Mutual Fund Net New Inflows by Investment Objective, 2004–2008 Apr-09
Exhibit: Largest 10 Spanish Mutual Fund Managers, 2006–2008 Apr-09
Exhibit: Largest 10 Spanish Pension Fund Managers, 2006–2008 Apr-09
Quantitative Update: Global Metrics Apr-09
Exhibit: Mutual Fund AUM, 2005–January 2009 Apr-09
Exhibit: Mutual Fun Net New Inflows, 2005–January 2009 Apr-09
Product Strategy Issue: Global: Taking Aim Mar-09
Exhibit: Total Protected and Guaranteed Fund AUM in Europe, 2004–2008 Mar-09
Exhibit: U.K .Total/Absolute-Return Mutual Fund AUM, 2004–2008 Mar-09
Editorial: Tackling the Bear Mar-09
United States: Growing Pains Mar-09
Exhibit: Total Assets in Lifecycle Funds, 1998–2013E Mar-09
Exhibit: Asset Managers Rate Opportunity for Target-Date/Lifecycle and Risk-Based/Lifestyle Funds, 2008 Mar-09
Exhibit: Asset Managers Estimate Industrywide Usage of Subadvisors for Asset Allocation or Manager Selection Component of Target-Date and Lifestyle
Mar-09
Funds Management, 2008
Middle East: The Next Wave Mar-09
Exhibit: Middle East Capital-Protected Products by Launch Date, 2005–2008 Mar-09
Exhibit: Gulf Capital-Protected Assets by Investment Type, October 2008 Mar-09
Germany: Stepping Carefully Mar-09
Exhibit: German Mutual Fund Assets by Fund Type, 2005–2008 Mar-09
Exhibit: German Insurance Premium Business Marketshare by Distribution Channel, 1985–2015E Mar-09
Exhibit: Number of Protected and Guaranteed Funds in Germany, 2004–2008 Mar-09
Exhibit: Total Number of German Funds of Funds, and Multimanager Product Launches, 2008 Mar-09
Japan: Cash Hoarders Mar-09
Exhibit: Japanese Household Financial Assets by Investment Vehicle, March 2006–March 2008 Mar-09
Exhibit: Japanese Corporate Pension Assets Under Management by Investment Objective, 2003–2007 Mar-09
Exhibit: Top 10 Funds in Japan Ranked by Net New Cashflow, Jan–Dec 2008 Mar-09
Exhibit: Cerulli Survey Respondents’ Views on the Importance of Products with Regard to Their Contribution to Product Expansion Over the Next 3 Years,
Mar-09
2008
Quantitative Insights: India Mar-09
Exhibit: Indian Asset Management Marketplace Overview Mar-09
Exhibit: Indian Mutual Fund Assets Under Management, 2004–2008 Mar-09
Exhibit: Indian Mutual Fund Assets Under Management by Manager Type, 2004–2008 Mar-09
Exhibit: Indian Mutual Fund Assets Under Management by Investment Objective, 2004–2008 Mar-09
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Indian Mutual Fund Net New Inflows by Investment Objective, 2004–2008 Mar-09
Exhibit: Largest 10 Indian Mutual Fund Managers, 2006–2008 Mar-09
Exhibit: Indian Mutual Fund Assets Under Management by Distribution Channel, 2005–2007 Mar-09
Quantitative Update: Global Metrics Mar-09
Exhibit: Mutual Fund AUM, 2004–December 2008 Mar-09
Exhibit: Mutual Fund NNI, 2004–December 2008 Mar-09
Business Models Issue: Global: An Attractive Model Feb-09
Exhibit: Views on Which Firms Are Best Placed to Weather 2009’s Business Environment, 4Q 2008 Survey Feb-09
Exhibit: Largest 20 Asset Managers by Global Assets Under Management, December 2007 Feb-09
Exhibit: BNP Paribas Investment Partners’ Multi-Boutique Structure, January 2009 Feb-09
Editorial: Straws in the Wind Feb-09
Europe: Felling Funds Feb-09
Exhibit: Number of Mutual Funds and AUM in Europe, 2002–November 2008 Feb-09
Exhibit: Average Fund Size in Europe, 2002–November 2008 Feb-09
Exhibit: Number of Funds Launched in Key European Countries and Fund Hubs, 2003–October 2008 Feb-09
Asia-Pacific: Mixed Marriages Feb-09
Exhibit: Largest 10 Chinese Mutual Fund Managers, 2007–June 2008 Feb-09
Exhibit: Number and AUM of Foreign Joint Ventures in China, 2006–2008 Feb-09
Exhibit: Largest 10 Korean Local Mutual Fund Managers, 2006–June 2008 Feb-09
Exhibit: Largest 10 Indian Mutual Fund Managers, 2006–2008 Feb-09
Latin America: At Arm’s Length Feb-09
Exhibit: Private Latin American Pension Fund Allocations to International Mutual Funds Feb-09
Exhibit: Chilean Administradoras de Fondos de Pensión Allocations to Global Mutual Funds and ETFs by Sponsor AUM, November 2008 Feb-09
Exhibit: Regional Breakdown of Chilean Administradoras de Fondos de Pensión Allocations to International Mutual Funds and ETFs, November 2008 Feb-09
United States: Under Pressure Feb-09
Exhibit: How Will Product Development Budgets Fare Relative to Budgets For Other Areas, 4Q 2008 Survey Feb-09
Exhibit: AUM Transacted in Asset Management Merger and Acquisition Activity, 2006–2008 Feb-09
Quantitative Insights: Brazil Feb-09
Exhibit: Brazilian Asset Management Marketplace Overview Feb-09
Exhibit: Brazilian Mutual Fund Assets Under Management, 2004–November 2008 Feb-09
Exhibit: Brazilian Retirement Fund Assets Under Management and Net New Inflows, 2003–November 2008 Feb-09
Exhibit: Brazilian Locally Domiciled Mutual Fund Assets Under Management by Investment Objective, 2003–November 2008 Feb-09
Exhibit: Brazilian Locally Domiciled Net New Inflows by Investment Objective, 2003–November 2008 Feb-09
Exhibit: Largest 10 Managers of Brazilian Mutual Funds, 2006–2008 Feb-09
Exhibit: Brazilian Mutual Fund AUM Marketshare by Distribution Channel, 2002–2007 Feb-09
Quantitative Update: Global Metrics Feb-09
Exhibit: Mutual Fund AUM, November 2008 Feb-09
Exhibit: Mutual Fund NNI, November 2008 Feb-09
Outlook Issue: Global: Fear and Hope Jan-09
Exhibit: Global Mutual Fund Net New Inflows by Investment Objective, 2003–2007 Jan-09
Exhibit: The Impact of the Financial Crisis, 4Q 2008 Survey Jan-09
Exhibit: When the Stock Market Will Begin Recovering, 4Q 2008 Survey Jan-09
Editorial: The Cautious Investor Jan-09
Europe: Cash Is King Jan-09
Exhibit: Europe’s Money Market Funds AUM as a Share of Total Fund Assets, 2003–September 2008 Jan-09
Exhibit: Average Portfolio Composition of IMMFA Money Market Funds, September–December 2008 Jan-09
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Assets Under Management at U.K.-Domiciled Money Market Funds, 2000–3Q 2008 Jan-09
Special Report—January 2009: Structured Products in Turmoil: Broken Promises Jan-09
Exhibit: Total Assets in Retail Structured Products, 2003–2007 Jan-09
Exhibit: Share of Total Global Gross Retail Structured Product Sales by Region, 2003–2007 Jan-09
Exhibit: Top 10 Structured Product Providers by Region Jan-09
Exhibit: Total Retail Structured Product Assets by Wrapper, 2003–2007 Jan-09
Special Report—January 2009: Asia-Pacific: Tumult in the Orient Jan-09
Exhibit: Asia Ex-Japan Structured Product Assets and Gross Sales, 2003–2007 Jan-09
Exhibit: Asia Ex-Japan Structured Product Assets Under Management by Product Type, 2003–2007 Jan-09
United States: Looking to Rebuild Jan-09
Exhibit: Total U.S. Mutual Fund Assets by Fund Type, 2004–October 2008 Jan-09
Exhibit: Total Fund Net Flows by Fund Type, YTD October 2008 Jan-09
Exhibit: Managed Account Assets and Growth, 1999–3Q 2008 Jan-09
Quantitative Insights: France Jan-09
Exhibit: French Asset Management Marketplace Overview Jan-09
Exhibit: French Mutual Fund Assets Under Management, 2004–September 2008 Jan-09
Exhibit: French Retirement Fund Assets Under Management, 2003–2007 Jan-09
Exhibit: French Mutual Fund Assets Under Management by Investment Objective, 2004–September 2008 Jan-09
Exhibit: French Mutual Fund Net New Inflows by Investment Objective, 2004–YTD September 2008 Jan-09
Exhibit: Largest 10 French Mutual Fund Managers, 2006–September 2008 Jan-09
Exhibit: Largest 10 French Mutual Fund Managers by Net New Inflows, 2006–September 2008 Jan-09
Quantitative Update: Global Metrics Jan-09
Exhibit: Mutual Fund AUM, October 2008 Jan-09
Exhibit: Mutual Fund NNI, October 2008 Jan-09
Global Asset Gathering Issue: Global: The Crash Diet Dec-08
Exhibit: Global Asset Management Industry Assets Under Management, 2003–2007 Dec-08
Exhibit: Global Managers’ Views on Asset Growth in 2008 for Developed Markets, June 2008 vs. October 2008 Dec-08
Exhibit: United States Mutual Fund Industry Employment by Job Function, 2007 Dec-08
Exhibit: Global Managers’ Views on Asset Growth in 2008 for Developing Markets, June 2008 vs. October 2008 Dec-08
Editorial: Separating Winners and Losers Dec-08
Asia-Pacific: Decoupling Tested Dec-08
Exhibit: Asia Ex-Japan Mutual Fund Net Inflows, 3Q 2007–3Q 2008 Dec-08
Exhibit: QDII Fund Net New Inflows, 2007–June 2008 Dec-08
Exhibit: Korean Regular Savings Plan AUM by Asset Class, 2006–September 2008 Dec-08
Exhibit: Taiwanese Onshore Mutual Fund Assets Under Management by Distribution Channel, 2006–March 2008 Dec-08
United States: Deep Impact Dec-08
Exhibit: Total U.S. Fund Net Flows by Fund Type, 2005–September 2008 Dec-08
Exhibit: Fund Managers’ Views on the Impact of the Market Crisis, October 2008 Dec-08
Europe: Crunch Time Dec-08
Exhibit: European Mutual Fund Net Inflows, January 2008–September 2008 Dec-08
Exhibit: Mutual Fund Net Inflows in Key Countries, YTD September 2008 Dec-08
Latin America: Surviving the Crisis Dec-08
Exhibit: Chilean AFP Allocations to Cross-Border Funds by Manager, June 2008 and October 2008 Dec-08
Exhibit: Equity Exposure of Latin American Mutual Fund Industries, September 2008 Dec-08
Quantitative Update: Japan Dec-08
Exhibit: Japanese Asset Management Marketplace Overview Dec-08
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Japanese Mutual Fund Assets Under Management by Domicile, 2003–June 2008 Dec-08
Exhibit: Japanese Occupational Pension Assets Under Management by Plan Type, March 2002–March 2008 Dec-08
Exhibit: Japanese Mutual Fund Assets Under Management Marketshare by Investment Objective, 2003–June 2008 Dec-08
Exhibit: Japanese Locally Domiciled Mutual Fund Net New Inflows by Investment Objective, 2003–June 2008 Dec-08
Exhibit: Largest 10 Japanese Investment Trust Management Companies, December 2007–June 2008 Dec-08
Exhibit: Largest 10 Cross-Border Fund Vendors by Japanese Client Assets Under Management, June 2007–June 2008 Dec-08
Quantitative Update: Global Metrics Dec-08
Exhibit: Mutual Fund AUM, September 2008 Dec-08
Exhibit: Mutual Fund NNI, September 2008 Dec-08
Cost Trends Issue: United States: Down but Not Out Nov-08
Exhibit: Compensation Structure for Buy-Side Investment Professionals, 2007 Nov-08
Exhibit: Mean Total Compensation and Percentage Change, 2005–2007 Nov-08
Exhibit: Managers’ Compensation Factors, 2008 Nov-08
Exhibit: Reported Mean Total Compensation for CFA Charterholders by Job Function, 2007 Nov-08
Editorial: Cost Considerations Nov-08
Europe: Balancing the Balance Sheet Nov-08
Exhibit: Most Expensive Office Markets, May 2008 Nov-08
Exhibit: Self-Reported Increase in Total Compensation, 2006 Nov-08
Asia: Getting In … For Less Nov-08
Exhibit: Asset Managers’ Views on Operational Cost Breakdown in Asia, 2007 Nov-08
Exhibit: Portfolio Managers’ Reported Total Median Compensation, 2006 Nov-08
Exhibit: Asia Ex-Japan Office Rental Cost Analysis, 2008 Nov-08
Australia: For Sale Nov-08
Exhibit: Investment Managers’ Cost-to-Income Ratios for the Retail Segment, 2007 vs. 2010 Nov-08
Exhibit: Investment Managers’ Views on Salary Increases, Last Three Years vs. Next Three Years, 2007 Nov-08
Exhibit: Investment Managers’ Concerns with Regard to Cost Controls Nov-08
Exhibit: Managers’ Views on Total Spend as a Percentage of Revenue for Selected Functions Nov-08
Latin America: Boom and Bust? Nov-08
Exhibit: Median Salary Increase Budgets by Country, 2007 Nov-08
Exhibit: Total Annual Occupancy Costs in Selected Latin American Cities and 12-Month Change, May 2008 Nov-08
Quantitative Update: Mexico Nov-08
Exhibit: Mexican Asset Management Marketplace Overview Nov-08
Exhibit: Mexican Mutual Fund Assets Under Management, 2003–July 2008 Nov-08
Exhibit: Mexican Retirement Fund Assets Under Management, 2003–July 2008 Nov-08
Exhibit: Mexican Mutual Fund Assets Under Management by Investment Objective, 2003–July 2008 Nov-08
Exhibit: Mexican Mutual Fund Net New Inflows by Investment Objective, 2003–July 2008 Nov-08
Exhibit: Largest 10 Mexican Mutual Fund Managers, 2006–July 2008 Nov-08
Exhibit: Mexican Afore Metrics, 2006–July 2008 Nov-08
Quantitative Update: Global Metrics Nov-08
Exhibit: Mutual Fund AUM, August 2008 Nov-08
Exhibit: Mutual Fund NNI, August 2008 Nov-08
Shariah Asset Management Issue: Europe: Testing the Limits Oct-08
Exhibit: Illustration of Deutsche Bank’s Wa’d Structure Oct-08
Editorial: Keeping the Faith Oct-08
SPECIAL REPORT – Shariah: A global industry: Room to Grow Oct-08
Exhibit: Shariah Assets Under Management by Region, July 2008 Oct-08
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Breakdown of Global Shariah Assets by Asset Class, July 2008 Oct-08
Green Shoots Oct-08
Exhibit: Breakdown of Shariah Funds by Region, July 2008 Oct-08
Exhibit: Growth in the Total Number of Global Shariah Funds, 2004–April 2008 Oct-08
Kink in the Chain Oct-08
Exhibit: Islamic Bank Deposits in Malaysia and Shariah Fund Assets as a Percentage of Islamic Bank Deposits, December 2007–June 2008 Oct-08
Guide to Shariah Asset Management: Global Markets Summary Oct-08
South Africa: Sweetening the Pot Oct-08
Exhibit: Shariah Funds in South Africa as of June 2008 Oct-08
Exhibit: Total Shariah Assets and as a Percentage of Total Collective Investment Assets, June 2003 and June 2008 Oct-08
Quantitative Update: China Oct-08
Exhibit: Chinese Asset Management Marketplace Overview Oct-08
Exhibit: Chinese Mutual Fund Assets Under Management, 2003–June 2008 Oct-08
Exhibit: Chinese Social Security Fund Assets Under Management, 2003–2007 Oct-08
Exhibit: Chinese Open-End Mutual Fund Assets Under Management by Investment Objective, 2003–June 2008 Oct-08
Exhibit: Chinese Open-End Mutual Fund Net New Inflows by Investment Objective, 2004–YTD June 2008 Oct-08
Exhibit: Largest 10 Chinese Mutual Fund Managers, 2007–June 2008 Oct-08
Exhibit: Chinese Mutual Fund Assets Under Management Marketshare by Distribution Channel, 2006–March 2008 Oct-08
Quantitative Update: Global metrics Oct-08
Exhibit: Mutual Fund AUM, July 2008 Oct-08
Exhibit: Mutual Fund NNI, July 2008 Oct-08
Subadvisory Issue: United States: Big Market for Small Fry Sep-08
Exhibit: Subadvised Mutual Fund Assets by Investment Objective and International Equity as a Percentage of Total Subadvised Assets, 2004–2007 Sep-08
Exhibit: Sample of Funds Subadvised by Non-U.S. Managers Sep-08
Exhibit: Responses to Sponsor Survey on the Use of Subadvisors: Drivers, 2008 Sep-08
Editorial: It Pays to Plug the Gaps Sep-08
Europe: Glacial Change Sep-08
Exhibit: Number of Subadvised Funds and Subadvised Assets as a Percentage of Total Fund Assets by Domicile, 2007 Sep-08
Exhibit: Allocation of Top Subadvised Sectors by Assets, 2007 Sep-08
United Kingdom: A Hard Nut to Crack Sep-08
Exhibit: Total Manager-of-Managers (MOM) Assets, 2003-2006 Sep-08
Exhibit: Total Fund-of-Funds (FOF) Assets Under Management and Quarterly Net Sales, 1Q 2006–1Q 2008 Sep-08
Australia: Subadvising the Subadvisors Sep-08
Exhibit: Manager-of-Managers AUM Marketshare by Vendor, 2005–2006 Sep-08
Exhibit: Asset Allocation of Outsourced Funds, 2007 Sep-08
Japan: Foreign Managers in Favor Sep-08
Exhibit: Nomura Asset Management’s Outsourced Assets and Number of Outsourced Funds, March 2004–March 2008 Sep-08
Exhibit: Extent of Outsourcing by Nikko Asset Management, 2006 and 2007 Sep-08
Exhibit: Japanese Manager-of-Managers (MOM) Assets Under Management, 2002–2007 Sep-08
Quantitative Update: United Kingdom Sep-08
Exhibit: U.K. Asset Management Marketplace Overview Sep-08
Exhibit: U.K. Mutual Fund Assets Under Management, 2004–June 2008 Sep-08
Exhibit: U.K. Retirement Fund Assets Under Management by Plan Type, 2003–2007E Sep-08
Exhibit: U.K. Mutual Fund Assets Under Management by Investment Objective, 2004–June 2008 Sep-08
Exhibit: U.K. Mutual Fund Net New Inflows by Investment Objective, 2004–June 2008 Sep-08
Exhibit: Largest 10 U.K. Mutual Fund Managers, 2006–June 2008 Sep-08
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: Largest 10 U.K. Mutual Fund Managers by Net New Inflows, 2006–May 2008 Sep-08
Quantitative Update: Global Metrics Sep-08
Exhibit: Mutual Fund AUM, June 2008 Sep-08
Exhibit: Mutual Fund NNI, June 2008 Sep-08
Individual Pensions Issue: United States: I Did It My Way Aug-08
Exhibit: Total IRA Assets and Annual Growth Rates Aug-08
Exhibit: Components of Traditional IRA Asset Growth Over Selected Periods Aug-08
Exhibit: Total IRA Assets by Investment Product Aug-08
Exhibit: Top 10 401 (k) Providers by Recordkept Assets and IRA Providers Aug-08
Editorial: Me, Myself, and I Aug-08
Australia: Too Good to Be True? Aug-08
Exhibit: Self-Managed Super Fund Total Assets Aug-08
Exhibit: Number and Membership of SMSFs Aug-08
Exhibit: Asset Allocation of SMSFs Aug-08
Europe: On the Move Aug-08
Exhibit: Projected Growth of the SIPPs, Stakeholder, and Personal Pensions Market Aug-08
Asia: Following in Japan's Footsteps Aug-08
Exhibit: Japan's Variable Annuity Assets and Growth Rate Aug-08
Exhibit: Korea's Variable Annuity First-Year Premiums, Total Premiums, and Assets Aug-08
Latin America: An Uphill Task Aug-08
Exhibit: AUM of Supplemental Retirement Savings Plans Aug-08
Exhibit: Brazilian Retirement Fund Assets Under Management and Net New Inflows Aug-08
Quantitative Update: Chile Aug-08
Exhibit: Chilean Asset Management Marketplace Overview Aug-08
Exhibit: Chilean Mutual Fund Assets Under Management Aug-08
Exhibit: Chilean Retirement Fund Assets Under Management Aug-08
Exhibit: Chilean Locally Domiciled Mutual Fund Assets Under Management by Investment Objective Aug-08
Exhibit: Chilean Locally Domiciled Mutual Fund Net New Inflows by Investment Objective Aug-08
Exhibit: Chilean 10 Chilean Local Mutual Fund Managers Aug-08
Exhibit: Chilean 10 Cross-Border Fund Vendors by AFP Assets Under Management and AFP Aug-08
Quantitative Update: Global Metrics Aug-08
Exhibit: Mutual Fund AUM, May 2008 Aug-08
Exhibit: Mutual Fund NNI, May 2008 Aug-08
Frontier Markets Issue: Eastern Europe: Arrested Development Jul-08
Exhibit: Assets Under Management of Open-End UCITS Funds in Romania, 2004-May 2008 Jul-08
Editorial: Pushing the Envelope Jul-08
Middle East: Under Fire, Overlooked Jul-08
Exhibit: Middle East Facts and Figures Jul-08
Special Report: South Africa: A Well-Kept Secret Jul-08
Exhibit: Net Balance of Survey Respondents' Views on Asset Class Demand, 1Q 2003-3Q 2007 Jul-08
Guide to Asset Management of South Africa Jul-08
Border Crossings Jul-08
Exhibit: Trends in the Management of South African Institutional Funds Jul-08
Exhibit: Collective Investments by Asset and Fund Type Jul-08
Ebb and Flow Jul-08
Latin America: Beyond the Horizon Jul-08
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: International Investments of Pension Funds in Chile, Peru and Columbia Jul-08
Quantitative Update: Sweden Jul-08
Exhibit: Swedish Asset Management Marketplace Overview Jul-08
Exhibit: Swedish Murtual Fund Assets Under Management, 2004- March 2008 Jul-08
Exhibit: Swedish Premiepension Assets Under Management, 2003-2007 Jul-08
Exhibit: Swedish Mutual Fund Assets Under Management by Investment Objective, 2004-March 2008 Jul-08
Exhibit: Swedish Mutual Fund Net New Inflows by Investment Objective, 2004-March 2008 Jul-08
Exhibit: Largest 10 Swedish Mutual Fund Managers, 2006-March 2008 Jul-08
Exhibit: Largest 10 Swedish Mutual Fund Managers by Net New Inflows, Jan-Mar 2008 Jul-08
Quantitative Update: Global Metrics Jul-08
Exhibit: Mutual Fund AUM, April 2008 Jul-08
Exhibit: Mutual Fund NNI, April 2008 Jul-08
Alpha vs. Beta Products Issue: Australia: Off-Center Investing Jun-08
Exhibit: HESTA Superfund's Default (Core Pool Option) Strategic Asset Allocation, November 2007 Jun-08
Exhibit: Fact File on EFTs Listed on the Australian Securities Exchange, April 2008 Jun-08
Exhibit: Asset Class Returns of the HESTA Superfund as of June 30, 2007 Jun-08
Exhibit: Selection of Third-Party Active and Passive Investment Products and Fees Offered by Sunsuper Jun-08
Editorial: A Balance of Opposites Jun-08
Europe: New Powers, Old Ways Jun-08
Exhibit: IMA's Absolute Return Sector Jun-08
Exhibit: U.K. Absolute/Total Return Retail Fund Assets, 2004-March 2008 Jun-08
Passive Pursuits Jun-08
Exhibit: Growth of ETF Assets and Primary Listings in Europe, 2003-2007 Jun-08
Exhibit: European Institutions Holding U.S.- and Europe-Listed ETFs, 2004-2006 Jun-08
United States: Is the Future Long or Short? Jun-08
Exhibit: Top 10 U.S. 130/30 Managers by Institutional Assets, March 31, 2008 Jun-08
Exhibit: Total Retail Assets of 130/30 Funds, March 2007-March 2008 Jun-08
Japan: ETFs Take Hold Jun-08
Exhibit: Japan-Listed ETF Assets Under Management, 2003-March 2008 Jun-08
Exhibit: Japan-Listed ETF Net New Inflows, 2003-March 2008 Jun-08
Quantitative Update: Australia Jun-08
Exhibit: Australian Asset Management Marketplace Overview Jun-08
Exhibit: Australian Retail-Offer Fund Assets Under Management, 2003-2007 Jun-08
Exhibit: Australian Superannuation Fund Assets Under Management, 2003-2007 Jun-08
Exhibit: Australian Retail-Offer Fund Assets Under Management by Investment Objective, 2003-2007 Jun-08
Exhibit: Australian Retail-Offer Fund Net New Inflows by Investment Objective, 2003-2007 Jun-08
Exhibit: Largest 10 Retail-Offer Fund Managers in Australia, 2006-2007 Jun-08
Exhibit: Largest 10 Australian Platform Vendors by Assets Under Administration, 2006-2007 Jun-08
Quantitative Update: Global Metrics Jun-08
Exhibit: Mutual Fund AUM, March 2008 Jun-08
Exhibit: Mutual Fund NNI, March 2008 Jun-08
Independent Advisor Issue: United Kingdom: Advice Redefined May-08
Exhibit: Fact File: The United Kingdom's Independent Advisor Industry May-08
Exhibit: Summary of the FDA's Retail Distribution Review May-08
Exhibit: Views of Survey Respondents on the Extent that CAR Will Increase Fee-Based Advice Across the Industry May-08
Editorial: Paying the Price for Advice May-08
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Australia: Transition to Advisory Fees May-08
Exhibit: Views of Survey Respondents on Whether Financial Advice Has Become More Expensive for Clients in the Last Two Years March 2008 May-08
Exhibit: Views of Survey Respondents on Whether Fee-Based Advisory Services Will Increase Further in the Next Three Years May-08
Exhibit: Findings of ASIC's Superannuation Switching Surveillance May-08
Exhibit: Annual Compliance Costs Calculated by a Small Financial Planner May-08
United States: Winning Over Hearts and Minds May-08
Exhibit: Number of Asset Managers Used by RIAs May-08
Exhibit: Reasons RIAs Choose to Use Asset Managers, 2Q 2008 May-08
Exhibit: How RIAs Believe Portfolio Construction Has Changed in the Last 12 Months, 2Q 2008 May-08
Exhibit: External Asset Managers Most Frequently Used by RIAs, 2007 May-08
Germany: Advisor Resurrection May-08
Exhibit: German Assets Split by Distribution Channel, 2006 May-08
India: A Chance to Change May-08
Exhibit: Mutual Fund Assets Under Management by Distribution Channel, 2005-2007 May-08
Exhibit: Fund Managers' Views on Whether Consumer and Intermediary Distribution Platforms Will Be Successful May-08
Exhibit: Distribution Channels' Importance to Asset Managers in 2011 May-08
Quantitative Update: Canada May-08
Exhibit: Canadian Asset Management Marketplace Overview May-08
Exhibit: Canadian Mutual Fund Assets Under Management, 2003-2007 May-08
Exhibit: Canadian Trusteed Pension Assets, 2003-2007 May-08
Exhibit: Canadian Mutual Fund Assets Under Management by Investment Objective, 2003-2007 May-08
Exhibit: Canadian Mutual Fund Net New Inflows by Investment Objective, 2003-2007 May-08
Exhibit: Mutual Fund Sponsors' Growth Metrics, 2006-2007 May-08
Exhibit: Largest 10 Canadian Pension Fund Managers, 2006-2007 May-08
Quantitative Update: Global Metrics May-08
Exhibit: Mutual Fund AUM, February 2008 May-08
Exhibit: Mutual Fund NNI, February 2008 May-08
Fee Trends: Europe: Rewarding Performance Apr-08
Exhibit: Use of Performance-Related Fees in the United Kingdom, December 2006 Apr-08
Exhibit: Management and Performance Fee Structures, December 2007 Apr-08
Exhibit: Fulcrum Fee Table for the Dunham Short-Term Bond Fund Apr-08
Power Shift Apr-08
Exhibit: Estimated Distribution Fees for Actively Managed Equity Funds, December 2007 Apr-08
Editorial: Fee Pressure? Yes and No Apr-08
United States: 401(k): What Are You Paying For? Apr-08
Exhibit: Mutual Fund Fees by Investment Style in 401(k) Plans, 2005 Apr-08
Exhibit: 401(k) Fee Breakdown by Number of Plan Participants, 2006 Apr-08
A Maturing Market Apr-08
Exhibit: Number of Hedge Funds and Average Management and Performance Fees in the U.S. Market Apr-08
Exhibit: Hedge Fund Survey Respondents' Views on Greatest Net Income Pressures Over the Next Two Years, 2007 Apr-08
Exhibit: Hedge Fund Survey Respondents' Views on Greatest Net Income Pressures Over the Next Two Years, 2007 Apr-08
Asia-Pacific: The Cost of Exotic Pursuits Apr-08
Exhibit: Management Fee Range for Hong Kong-Registered Mutual Funds, 2006 vs. 2007 Apr-08
Exhibit: Global Hedge Fund Fee Structure Apr-08
Japan's Fee Immunity Apr-08
Exhibit: Channel Share of Publicly Offered Mutual Funds in Japan, 1999-2007 Apr-08
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: ITMC and Distributor Share of Total Management Fees, (FY2005 vs. FY2006) Apr-08
Quantitative Update: Brazil Apr-08
Exhibit: Brazilian Asset Management Marketplace Overview Apr-08
Exhibit: Brazilian Mutual Fund Assets Under Management, 2003-2007 Apr-08
Exhibit: Brazilian Retirement Fund Assets Under Management and Net New Inflows, 2003-2007 Apr-08
Exhibit: Brazilian Locally Domiciled Mutual Fund Assets Under Management by Investment Objective, 2003-2007 Apr-08
Exhibit: Brazilian Locally Domiciled Net New Inflows by Investment Objective , 2003-2007 Apr-08
Exhibit: Largest 10 Managers of Brazilian Mutual Funds, December 2007 Apr-08
Exhibit: Brazilian Mutual Fund AUM Marketshare by Distribution Channel, 2002-2006 Apr-08
Quantitative Update: Global Metrics Apr-08
Exhibit: Mutual Fund AUM, January 2008 Apr-08
Exhibit: Mutual Fund NNI, January 2008 Apr-08
Investor Protection Issue: Europe: Better Late Than Never Mar-08
Exhibit: Top 5 Laggards Among EU Member States Mar-08
Exhibit: Key Investor-Protection Measures Mar-08
Exhibit: Number and Percentage of Internal Market Directives Yet to Be Transposed Mar-08
Editorial: Busy Time for Regulators Mar-08
United States: Advisory Battleground Mar-08
Exhibit: Program Marketshare of Managed Accounts Industry Mar-08
Exhibit: Advisors by Revenue Source Mar-08
Exhibit: Fee-Based Brokerage Program Assets and as a Percentage of Total Managed Account Assets Mar-08
Asia-Pacific: Tough Times Mar-08
Exhibit: Indian Mutual Fund Assets by Distribution Channel Mar-08
Exhibit: Risk Category and Expense Ratio of CPF List A Funds Mar-08
Exhibit: Latest Available Figures for Median Expense Ratios (%) of CPFIS Unit Trusts and Investment-Linked Insurance Products Mar-08
Exhibit: Average, Highest, and Lowest FER of All Constituent Funds Mar-08
Japan: Not All Bad Mar-08
Exhibit: Japanese Mutual Fund Inflows and Outflows Mar-08
Exhibit: Sales of Publicly Offered Mutual Funds Mar-08
Latin America: In Tune with the Times Mar-08
Quantitative Update: India Mar-08
Exhibit: Indian Retail Fund Marketplace Overview Mar-08
Exhibit: Indian Mutual Fund Assets Under Management Mar-08
Exhibit: Indian Mutual Fund Net New Inflows Mar-08
Exhibit: Indian Mutual Fund Assets Under Management by Investment Objective Mar-08
Exhibit: Indian Mutual Fund Net New Inflows by investment Objective Mar-08
Exhibit: Largest 10 Indian Mutual Fund Managers Mar-08
Exhibit: Indian Mutual Fund Assets Under Management Marketshare by Distribution Channel Mar-08
Exhibit: Mutual Fund AUM, December 2007 Mar-08
Exhibit: Mutual Fund NNI, December 2007 Mar-08
Sovereign Wealth Funds Issue: Global: Billion-Dollar Club Feb-08
Exhibit: Sovereign Wealth Funds Assets Under Management by Region Feb-08
Exhibit: Addressable Sovereign Wealth Fund Assets by Region Feb-08
Exhibit: Guide to Sovereign Wealth Fund Assets and Outsourcing Potential Feb-08
Europe: Open for Business Feb-08
Exhibit: Norway's Government Pension Fund--Global Feb-08
66e98231-edac-424a-a0bc-83870972b44d.xls
dex (updated through October 2010)
Exhibit: The GPF--Global's International Portfolio Feb-08
Exhibit: Portfolio Returns as Measured in NOK Feb-08
Exhibit: Distribution of Assets, Asset Risk, and Costs Between Internal and External Management Feb-08
Exhibit: Stabilization Fund of the Russian Federation Assets Feb-08
Middle East: Secrecy Rules Feb-08
Asia-Pacific: Tiger Funds Feb-08
Exhibit: Selected Asian Sovereign Wealth Funds and foreign Exchange Reserves Feb-08
Exhibit: Projected Foreign Exchange Reserves and Percentage Growth Feb-08
Quantitative Update: France Feb-08
Exhibit: French Retail Fund Marketplace Overview Feb-08
Exhibit: French Mutual Fund Assets Under Management Feb-08
Exhibit: French Mutual Fund Assets by Foreign Exposure Feb-08
Exhibit: French Mutual Fund Assets Under Management by Investment Objective Feb-08
Exhibit: French Mutual Fund Net New Inflows by Investment Objective Feb-08
Exhibit: Largest 10 French Mutual Fund Managers Feb-08
Exhibit: Largest 10 French Mutual Fund Managers by Net New Inflows Feb-08
Exhibit: Mutual Fund AUM, November 2007 Feb-08
Exhibit: Mutual Fund NNI, November 2007 Feb-08
2008 Outlook: Global: Different… and the Same Jan-08
Exhibit: Global Comparison of Factors that Survey Respondents Expect to Promote Industry Growth in 2008 Jan-08
Exhibit: Global Comparison of Factors that Survey Respondents Expect to Prevent Industry Growth in 2008 Jan-08
Editorial: The Year of the Global Manager Jan-08
Europe: Happier New Year? Jan-08
Exhibit: French Net New Inflows Jan-08
Exhibit: German Net New Inflows Jan-08
Exhibit: U.K. Net New Inflows Jan-08
Japan: More of the Same Jan-08
Exhibit: Japanese Locally Domiciled Mutual Fund Net New Inflows Jan-08
Exhibit: Fund Manager Views on the Growth Prospects for Their Japanese Business in 2008 Compared to 2007 Jan-08
Asia: Onwards and Upwards Jan-08
Exhibit: Fund Manager Views on the Growth Prospects for Their Asian Business in 2008 Compared to 2007