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Longer Intellectual Reach = Greater Client ValueCorporate Insight publishes in-depth research on a variety of subjects within our areas of expertise. Our Monitor analysts generate an ongoing series of reports on narrowly focused topics of interest linked to our Monitor services. Our consulting team produces its own syndicated studies on higher-profile topics, like social media and online education.
Our research adds significant value for clients by extending the intellectual reach of our analysts and consultants . See the results of that reach both on this page—which features our latest Monitor-related reports—and the pages that follow.
|Market Volatility and Recovery|
Whether or not firms believe that the economy is headed for a recovery, firms need to provide advisors with effective material that will help them sell products in an unstable market. This report looks at the sales material available to help advisors sell in a difficult economy. Only 59% of firms in our coverage group offer these materials. We graded each firm by evaluating the following:
We were generally pleased with the way firms made these materials accessible. All firms in this report displayed volatility or recovery materials on the same page of the site, though only 60% actually limited the page to these types of materials only. In addition, two firms made materials available from the homepage.
We found that 50% of firms in this report promoted products, or at least highlighted certain product-types, in their economy-related sales material. In addition, 40% of firms in this report provided asset allocation examples that advisors could use as a model for a well-diversified – and therefore, more stable – portfolio.
The report includes the following key findings:
Segment: Mutual Funds