This report provides the industry's first comprehensive overview of the departments providing manager evaluation/review and manager selection for the major Retail Distribution Firms. This business function is fast becoming one of the most influential in the industry in determining access and success for third-party providers of mutual funds, separate accounts, and other packaged products. We review the approach that the top firms are implementing, provide overviews on the qualitative and quantitative criteria, and discuss some of the strategies that manufacturing firms are employing to position their products through the evaluation process.
Study Overviews:
Brochure
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