Date Posted: Oct 12, 2009

Segregated Funds Report Fall 2009

This report provides a comprehensive assessment of the growth and emerging product trends in the individual segregated funds arena. It monitors the development of seg funds from a variety of vantage points, including assets and net sales, asset class composition, competitive landscape, MERs, loads, compensation and product structure, including the importance of wrapped and sub-advised funds. The latter part of the study contains competitive intelligence capsules on key competitors in the segregated fund segment.
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