2019 | Fund Sales Benchmarking Report
See a preview of the most recent release of this report
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.
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Key Questions Answered
  • How have recent developments altered the trajectory and necessity of “clean” share classes?
  • What aspects of my business will be most affected by Regulation Best Interest?
  • What are the future prospects for brokerage share classes?
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Fund Sales Benchmarking