Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:How Do Fund Marketers Stack Up When it Comes to Meeting Advisor Needs? Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, December 6, 2010

How Do Fund Marketers Stack Up When it Comes to Meeting Advisor Needs?

Reported by Armie Margaret Lee

SwanDog Strategic Marketing has released a report that looks at fund marketers' responsiveness to advisor needs. JPMorgan topped the list for the third quarter.

The results are in Naperville, Illinois-based SwanDog's "Purple Report." Why Purple Report? The title is "a nod to the black and blue nature of our now highly competitive industry," SwanDog officials wrote in the study.

In gauging asset managers' responsiveness, SwanDog zeroed in on four factors: commentary and investment insight, fact sheet release date, holdings and attribution release and performance updates.

SwanDog looked at a total of 30 fund firms, said founder and managing principal Dave Swanson.

Here's the top 10:

1. JPMorgan
2. Putnam
3. Legg Mason
4. Lord Abbett
5. Invesco
6. OppenheimerFunds
7. Pimco
8. John Hancock
9. DWS Investments
10. BlackRock  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  2. ICI ETF Conference, Sep 8-10
  3. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  4. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  5. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  6. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  7. IMEA Content Management Roundtable, September 16
  8. IMEA 2025 Star Awards Celebration, September 16
  9. IMEA Marketing Summit, Sep 16-17
  10. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  11. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  12. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  13. IMEA Portfolio Construction Roundtable, September 24
  14. Expect Miracles Atlantic Coast Classic 2025, September 29
  15. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  16. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  17. 10th annual Fuse Forum, October 8
  18. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  19. 2025 MMI Annual Conference, Oct 15-17
  20. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  21. Tiburon CEO Summit XLIX, Oct 27-29
  22. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  23. MFDF In Focus webinar - Audit Committee Chair, November 5
  24. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  25. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  26. ALFI Roadshow to Houston, November 13




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use