Date Posted: Apr 25, 2006

Insight April 2006 Monthly Update

The April issue of Insight examines the continuing success story of deposit-taking institutions in the mutual funds arena. We dissect the different components of the overall strategy of the deposit-takers— looking at sales process improvements, asset class shifts, and the role of wraps and third-party funds in their programs—as well as their presence as a true multi-channel distribution force. A special “featurette” looks at the factors driving changes in deposit- taker market share, taking into account acquisitions, sales activity, asset mix and performance. We also provide a quantitative attribution for each institution.
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