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The ETF Business Review will be attending the Mutual Fund Distribution Forum, Boston Dec 2-3, 2013 (exclusive discount for our subscribers)

11/8/2013

1 Comment

 
Come join us at the Mutual Fund Distribution Forum – December 2-3, 2013 at the Harvard Club of Boston. Thought-leading distribution strategists from mutual fund giants and boutiques will share practices as they relate to gatekeeper relationships, professional buyers, leading sales teams, and fees and pricing pressures. **ETF Business Review subscribers are eligible for a 10% registration discount with Code FMP213**

Topics at a Glance

  • Technology, Big Data, and its Applications: Strategies Incorporating Distribution Trends and Predictive Analytics
  • Segmentation Strategy: Making Channel Bets
  • Channel Strategy: The National Broker/Dealers
  • Channel Strategy: The Independent and Regional Broker/Dealers
  • Channel Strategy: The RIA Market
  • Professional Buyers: The Keys to Gaining Platform and Model Portfolio Access
  • Leveraging the Field Sales Organization: Maximizing Existing Resources
  • Internal Advisor Consulting: Reaching the 92%
  • Boutique Mutual Funds: The Successes and Challenges of Diversifying the Mutual Fund Universe
  • Distribution Fees: The Stakes, the SEC, and the Choices
1 Comment
Epicresearch link
8/24/2014 10:44:21 pm

Excellent post. Really useful stuff .Never had an idea about this, will look for more of such informative posts from your side. Good job, Keep it up.

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