Mutual and Segregated Fund Market Share Attribution Analysis (quarterly)

This customized analysis identifies and monitors the key drivers of a firm’s market share change.

Three components are included:

• Drivers of a company’s market share change, with analysis presented against three comparative benchmarks: total mutual funds industry, a broad sponsor grouping, and a customized company peer group.

• Asset class drill-down, which documents the contribution of all major asset classes to a company’s overall market share change, comparing it against the industry, a broad sponsor category and a peer group. The asset class drill-down tracks the drivers of a firm’s share within each individual asset class.

• Individual fund drill-down—customized analysis that can be dropped down to the individual fund level. We identify the contribution of a firm’s funds to its overall market share change.

price available upon request

If you would like to subscribe to any of our industry studies, or wish to learn more about them, please call us at (416) 341-0114.