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:
3. Legg Mason
4. Lord Abbett
8. John Hancock
9. DWS Investments
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