Mutual Fund Market Share Attribution Analysis (quarterly)

This customized analysis identifies and monitors the key drivers of a firm’s market share change.

Three components are included:

• Drivers of a company’s market share change, with analysis presented against three comparative benchmarks: total mutual funds industry, a broad sponsor grouping, and a customized company peer group.

• Asset class drill-down, which documents the contribution of all major asset classes to a company’s overall market share change, comparing it against the industry, a broad sponsor category and a peer group. The asset class drill-down tracks the drivers of a firm’s share within each individual asset class.

• Individual fund drill-down—customized analysis that can be dropped down to the individual fund level. We identify the contribution of a firm’s funds to its overall market share change.

price available upon request

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