Ibbotson Associates has introduced iManager, a software and support program mutual fund for wholesalers to create customized mutual fund fact sheets. Ibbotson consultants are available to help wholesalers create peer group comparisons and other custom details.
"In todays market, it is difficult to sell funds based on performance alone. Wholesalers who have iManager can create custom fact sheets and fund comparison sheets on the fly that demonstrate the strengths of a fund," said Mark Kowalczyk, Ibbotson managing director of sales and marketing. "The fund comparison sheets are particularly beneficial when wholesalers meet with representatives who sell competing funds."
Ibbotson Associates business line includes investment consulting and research, planning and analysis software, wealth forecast and educational services.