New Research Report and NetMeeting: Habits of a Successful External Wholesaler

We are pleased to present new research produced in conjunction with FUSE Research.

As of July 2019, mutual fund and ETF combined assets were up 8% from the end of 2017. However, from August 2018 through July 2019, active mutual funds and ETFs suffered net redemptions of $316 billion while passive strategies saw net inflows of $489 billion. Although overall assets are on the rise, fewer firms are participating in gathering net inflows. Nearly 60% of asset managers witnessed net outflows during the past year, and only 15% of firms were able to gather more than $100 million in net inflows.

With asset managers facing an uphill battle to gather assets, it is more important than ever for firms to structure and support their salesforces properly. To examine what differentiates successful salesforces in the field, MMI and FUSE Research partnered to conduct a survey to understand the habits of external wholesalers and highlight best practices. The findings of this research are presented in a new report, Habits of a Successful External Wholesaler.

Download the report here.

In addition to the report, MMI hosted a NetMeeting with FUSE’s Rick Ledbury and Will Baun to review the key takeaways from the report and share practical perspectives from industry leaders on the structures, behaviors, and innovations they are using to increase the productivity of their salesforces. Access the NetMeeting here.