Our newest White Paper, Online Advertising for Mutual Fund Sponsors, is now available. This free 21 page report is a hands on guide for fund sponsors and other financial services firms detailing the elements of that comprise an online advertising effort. The report focuses on optimizing each of the elements of the advertising chain, providing instructions on how to optimize the return on investment for online advertising activity.

Our latest research report, Mutual Fund Survivor Rates & Average Lifetime Account Value: An Empirical Study, has been released.

Using empirical data from six different fund sponsors, this report provides 20 years of survivor rate data and estimates which allow for the calculation of average lifetime account value using a variety of assumptions.

The report is authored by Woodrow T. Johnson, Assistant Professor of Finance, University of Oregon and Jim Atkinson, Principal, Orbis Marketing.

An abstract of the report is available in pdf format.

Copies of this report are available for $1,000.  To obtain your copy send an email to jima(at)orbismarketing.com or by calling us at 818 716-2739.

Tiburon Strategic Advisors Research

As an active member of Tiburon Strategic Advisors’ Consulting Fellows program we’re fortunate to have the opportunity to review the library or Tiburon’s research reports. These reports cover a wide variety of topics in the brokerage, investment, private banking, and wealth management markets. Not surprisingly we’re particularly fond of their Overview of the Mutual Fund Industry and their Consumer Wealth Report. These reports are quite in depth, often 300 to 400 pages, and the collection covers a lot of ground. You can view the available reports here, or, you might wish to sign up for their weekly release email which alerts subscribers to the latest in Tiburon research.