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Orbis Marketing offers two services for the mutual fund industry:

  • Marketing and Advertising Research
    Orbis Marketing conducts research focusing on the marketing, advertising and business metrics for the mutual fund industry. We are currently working on research that addresses average lifetime account value, average holding periods, effectiveness of advertising, brand recognition and the effects on flows, and more.
  • Media Planning and Buying
    Our media planning and buying services are driven by our results oriented approach to advertising. The tracking of advertising results coupled with our proprietary research allow us to know where to advertise, and critically, how much to spend. Media planning and buying services include strategic advice, recommending specific media, negotiating rates and tracking results.

New June 27, 2008: Our latest research report, Mutual Fund Survivor Rates & Average Lifetime Account Value: An Empirical Study, will be released in the next few days.  Visit the research page for more details.

To learn more feel free to call Jim Atkinson at 818 716-2739, or send an e-mail to jima(at)orbismarketing.com.

To be kept abreast of our latest research, subscribe to The Orb, our occasional newsletter for fund industry professionals.


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