The Fund Sales Benchmarking study provides the most complete analysis of share class demand, based on 10+ years of actual sales data, and a roadmap to guide fund managers’ pricing considerations today and ahead. It includes benchmarking and analysis of fund sales by share class structure and distribution channel – including details of pricing demands within fee-based programs and defined contribution accounts, as well as breakouts of share class activity at 10 leading broker-dealers (BDs). In addition, the latest editions of this report provide an expanded focus on zero/zero share class use across distribution channels and key considerations around these shares’ future trajectory.
This report is based on the results of a proprietary survey and reflects data provided by asset managers selling primarily through financial intermediaries. This year’s edition is based on a proprietary survey of 27 firms, which collectively managed a total of $5.2 trillion in long-term fund assets as of YE 2018. Purchase of this report includes full analyst support and consultation with the author.