Fund Sales Benchmarking: 2016

Perspectives on Intermediary Sales by Share Class and Distribution Channel

Powerful market forces, along with future impact of the DOL Fiduciary Rule, have created an inflection point in mutual fund share class pricing and adviser-sold distribution.

Released in June 2016, the ninth annual Fund Sales Benchmarking report provides valuable clarity and benchmarking of share class pricing and distribution channel trends within the adviser-sold space. This study also includes analysis of fund sales at 10 leading broker-dealers—allowing for more granular benchmarking of sales trends within these important firms.

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KEY THEMES

  • In-depth analysis of potential DOL Fiduciary Rule impact on mutual fund share class pricing
  • The increasing "institutionalization" of fund pricing demands—including within fee-based platforms and also within the defined contribution investment only market
  • Assessing the future of traditional brokerage classes, such as A and C shares
  • Assessing growth within an evolving intermediary-sold marketplace, including emerging channels such as RIA and DCIO

About the Author

Dennis Bowden is Managing Director of U.S. Mutual Fund Research at Strategic Insight, a research and business intelligence firm focusing on the global mutual fund industry. Dennis earned his undergraduate degree in economics from Johns Hopkins University, and holds an MBA from NYU’s Stern School of Business.

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