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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 06, 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  

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