2024 Researchyear-end shoppingDescription hereName(Required)Firm(Required)Email(Required) Product Management & Development FocusBenchMark Studies (Asset Management Survey Results, averages 70+ pages) Product Management Benchmark Study ($12,500)Advisor Trend Monitor Reports (Price Range $3,000 to $5,000) (Advisor Survey Results, averages 18-20 pages) Portfolio Construction: The Advisor View Product Usage: The Advisor View Alternatives: The Advisor ViewPresentations & White Papers (Price Range $7,500 to $10,000) Active ETFs: A Primer (PPT) Structuring Alternatives Specialist Role (PPT) Understanding Product Monitoring Essentials (Survey Results, 12 pages) Building a Successful Product Development Process (Survey Results, 20 pages)Briefs (Price Range $2,500 to $4,000) Advisor Sentiment Towards ESG (PDF) Direct Indexing: The Personalization Market Starts to Consolidate (PDF) Unlisted Closed-End Funds: Growth & Opportunities for New Entrants (PDF) Spot Bitcoins ETFs Enter the Market with a Splash (PDF) IW&M: Direct Indexing and Tax-Loss Harvesting (PDF) Institutional Investors Use of Alternatives: Views from Consultants (PDF) Exemptive Relief Update for ETF Share Class Filing (PDF) Exploring Early Stages of Gen AI Adoption Among Product Teams (PDF)Industry Trend Projects (Price Range $500 to $5,000) FUSE SubAdvisory Fee Splits (by Category) (PPT) Active ETF Market Breakdown (Active, Index, SB, Fundamental, Systematic) (PPT) MF to ETF Conversions (Data Update) (PPT) Seed Capital Insights (PPT) Exchange Funds Overview (tax alpha tool) (PPT) Interval & Tender Offer Fund: Characteristics by Share Class (PPT) Active MF & ETF Launches/Rationalizations (2016-YTD 2024) (PPT) Investment Vehicles - Structure Comparison Grid (PPT) Active ETF/MF Launch Success Rates (PPT) REIT MF Landscape (PPT)Marketing FocusBenchMark Studies (Asset Management Survey Results, averages 70+ pages) Marketing Benchmark Study ($15,500)Advisor Trend Monitor Reports (Price Range $3,000 to $5,000) (Advisor Survey Results, averages 18-20 pages) Marketing Support: The Advisor View 2025 Top Trends: The Advisor View (coming 1Q25)Presentations & White Papers (Price Range $5,000 to $7,500) Maximize Conference Prep & Participation (Survey Results, 17 pages) Trends in RFP Productivity (Survey Results) (PPT)Briefs (Price Range $2,500 to $5,000) Value Add Programs: The Basics (PDF) The Need for Speed: Marketing's Use of Automation (PDF) TSR Rule Fallout (PDF) Marketing Automation: A Matter of Definition & Determination (PDF) Fixing Friction Between Sales & Marketing in Asset Management (PDF) Leveraging Data for Sales & Marketing (PDF) RFP Team Update (PDF) Account-based Marketing: The Arrow for Every Marketer's Quiver (PDF) Does Advisor Age Impact Digital Marketing Preferences? (PDF) Digital Marketing Research Update Synthesis (PDF)Sales Management & National Accounts FocusBenchMark Studies (Asset Management Survey Results, averages 70+ pages) National Accounts Benchmark Study ($12,500) Sales Management Benchmark Study ($15,500)Advisor Trend Monitor Reports (Price Range $3,000 to $5,000) (Advisor Survey Results, averages 18-20 pages) Wholesalers: The Advisor View 2025 Top Trends: The Advisor View (coming 1Q25)Presentations & White Papers (Price Range $5,000 to $10,000) Sales Specialist (Survey Results, 15 pages) Maximizing Conference Prep & Participation Report (Survey Results, 17 pages) FA Views on Meeting with Field Sales (PPT) RIAs: Opportunities and Preferences (PPT)Presentations & Briefs (Price Range $2,500 to $4,999) Fixing Friction Between Sales & Marketing in Asset Management (PDF) Leveraging Data for Sales & Marketing (PDF) RFP Team Update (PDF) Family Office Research Update (PDF) FA Survey: Retirement Advisors and the SECURE Act (PPT) RIAs: Alternative Usage (PPT) Sub-advisory Heat Maps (PPT) SMA Trade Rotation Policies (PPT)Portfolio Construction FocusReports (Price Range $3,500 to $7,500) Portfolio Construction Services Benchmark Report (Asset Manager Survey Results, 40 pages) Portfolio Construction: The Advisor View (Advisor Survey Results, 21 pages)Additional Research TopicsPresentations & Briefs (Price Range $2,500 to $5,000) FUSE Collection of 2025 Predictions (PDF) FUSE Forecast (PPT or XLS) Retail/Institutional Channels Overview (PPT) Shareholder Reports & Fact Sheets: Trends in Production (Survey Results/PPT) DCIO Trends Presentation (PPT) Analysis: Private Equity Invesment Minimums (PPT) CIO Organizations and Reporting Structures (PPT) BlackRock Aladdin: Advisors' Perspective on Alternatives Education (PDF) FUSE Viewpoint: Japan & Asian Equity MF/ETF Market (PDF)
