Financial Research Corp. (FRC) has contracted with Ibbotson Associates to have Ibbotson analyze its advanced research reports for mutual fund wholesalers and provide five sales ideas for each one. Fund companies can customize each report with their own name and logo.
FRCs first report to include Ibbotson analysis is "Investors Behaving Badly: An Analysis of Investor Trading Patters in Mutual Funds." Among the reports findings is the fact that investors who work with advisers tend to stick to their investment objectives over the long term, and experience slightly better returns.
"Research is one of the most valuable commodities that a wholesaler can provide to an adviser," said Mark Kowalczyk, managing director of sales and marketing at Ibbotson. "Packaging it with sales ideas built from highly credible FRC research creates a valuable tool that advisers can use immediately with their clients."