Providing market research reports, industry analysis, company profiles and country reports for strategic planning, competitive intelligence, marketing and business research.
Search for Market Research Reports:    

What's in Your Wallet? Personalized Performance Reporting Across the Spectrum of Investing Channels

Published by: TowerGroup

Published: Jul. 4, 2005 - 13 Pages


Table of Contents


TowerGroup Take-Aways




Report Coverage




Background




Story Told Depends on Value Sold


Exhibit 1: Growth in Wealth: Shows Momentum in Investing Program and Smoothing of Market Volatility over Time


Top Performance


Exhibit 2: Top Performance: Superior Security Selection as Measured Against Benchmarks or Peer Group


Risk Management


Exhibit 3: Risk Management: Risk and Return of a Portfolio Measured Against the Portfolio's Peers


Fulfillment of Goals


Exhibit 4: Fulfillment of Goals: Achieving a Target Return Above Inflation (1995-2004)




Market Segments, the Technology They Use, and Their Best Practices


Exhibit 5: Performance Story Told and Level of Complexity Increase with Assets and Level of Service


Self-Directed Investors

Defined Contribution Plans


Exhibit 6: Asset Allocation Advice Drives Demand for Personalized Performance in Defined Contribution Plans


Full-Service Broker-Dealers


Exhibit 7: Disparate Performance Measurement Systems Typical of Full-Service Broker-Dealers


Independent Broker-Dealers

Independent Registered Investment Advisor


Exhibit 8: Third-Party Portfolio Management System Enforces Investment Discipline for Independent RIA


Personal Trust

High Net Worth and Private Banking


Exhibit 9: High-Net-Worth and Private Bank Reporting Requires Complex Data Consolidation and Integration Effort


Private Family Office




Summary

Abstract

This TowerGroup Research Note evaluates the level of personalized performance reporting across the spectrum of investment channels. Channels addressed include self-directed, defined contribution plans, fullservice brokers, independent brokers, personal trust, independent registered investment advisors (RIAs), high net worth (private banking), and family office.

Get Full Details About This Report >>
US: 800.298.5699
Int'l: +1.240.747.3093
Buy this Report
Price and Delivery Options
Search Inside Report


 

About MarketResearch.com
MarketResearch.com is an online aggregator selling over 160,000 market research reports, company profiles and country profiles from over 600 research firms. Our reports will provide you with the critical business and competitive intelligence you need for strategic planning and marketing research. Coverage includes the US, UK, Europe, Asia and global markets.

 

© MarketResearch.com 2008