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Q: US Investments research / data ( No Answer,   1 Comment )
Question  
Subject: US Investments research / data
Category: Business and Money
Asked by: dave76-ga
List Price: $50.00
Posted: 05 Nov 2002 09:58 PST
Expires: 05 Dec 2002 09:58 PST
Question ID: 99450
Hi there,

I'm looking for data on the US investments market (Mutual funds,
retirement accounts, Govt. Bonds, life assurance etc.)

Specifically, I'd like to find out: 
- The value of investments sold in the US in 2001 - split by product 
- The value of investments sold in the US in 2001 - split by channel
of sale (e.g. Direct, bank, advisor))
- Total retail funds under management (2001)
- Typical initial charges / annual management fees 
- Annual revenues for e.g. manufacturers, advisors, banks, brokers
etc.
- Typical commission levels paid to advisors

A good example of the kind of info (Although this is UK data) I'd like
can be found at:

http://www.investmentfunds.org.uk/press/2002/stats/stats1002.htm

I'll pay for either great sources that aggregate industry data, or
specific answers to the above questions with sources. Links to sites
that provide individual numbers are unlikely to be satisfactory.

Thanks in advance,

Dave
Answer  
There is no answer at this time.

Comments  
Subject: Re: US Investments research / data
From: publibrarian-ga on 05 Nov 2002 11:22 PST
 
I suggest trying Plunkett's Financial Services Industry Almanac. It is
available for purchase through their website:
http://www.plunkettresearch.com/finance/financial_almanac.htm
It is also available in e-book format. If you don't want to purchase
it, check with your local university library. I would be surprised if
your question can be answered through Google Answers. It is a
research-involved question, and in the private sector, an information
brokerage can charge upwards of $100/hour for this type of research.

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