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Our Research Reports
provide the data
and analysis today's busy financial services executives need to stay on
top of developing trends that are likely to impact the growth and
profitability of their business unit.
The State of DCIO Distribution: 2012
Making the Most of Limited
Resources to Thrive in a Maturing Market
Published
in November 2011
Based on in-depth surveys of 28 DCIO managers, 10 DC gatekeepers, and
more than 100 retirement advisors, Sway’s fifth in-depth examination of DCIO distribution is an essential resource for asset management
executives .
Download the
brochure,
including
methodology, table of contents, and order form
Competing in the Next Great
Financial Services Battleground
Strategies and Tactics for
Winning the Hearts & Wallets of Mid-Career Accumulators
Published
in June 2010
With this ground-breaking new study, Hearts & Wallets examines the
competitive landscape for investment relationships and assets of
Mid-career Accumulators—American investors in their 30s, 40s, and 50s.
The report is based largely on a survey of executives with 16 leading
financial services firms (with $13 trillion of asset under
management/administration), including asset managers, banks, brokerages,
insurers, and retirement plan administrators .
Download
a brochure,
including
foreword,
methodology, table of contents, and order form
Rethinking Retirement, Investor
Trust, and the Value Proposition
Harnessing Behavioral
Segmentation to Reveal Major Differences in Investor Attitudes and
Emotional States
Published
in April 2010
The first report
in Hearts and Wallets
bi-annual Explore Series is based on multi-sponsor focus groups held
across America. This report features analysis of 9 Mid- and Late-career
investor focus groups held in late January 2010. Discussions were
centered on the drivers of trust in financial services firms and
advisors, plans for (and perceptions of) retirement, the transition to
retirement, and key needs and motivators—all of which were examined in
light of the recent financial crisis and economic downturn.
Download
a brochure,
including
methodology, table of contents, and order form
Portrait of U.S. Household
Financial Wealth
Sizing, Segmentation, Product
Ownership and Household Profiles
Published
in December 2009
Features
a synthesis of
proprietary
and government data (from the Survey of Consumer Finances and Federal
Flow of Funds Report). Within the report, Hearts & Wallets
quantifies
investable assets and financial product ownership for the entire U.S.
market, and segments investor assets into 6 age and 8 wealth categories,
and 48 mutually exclusive and collectively exhaustive groups. The report
also features updated estimates for the size of the U.S. retirement
income market, product usage across investor age and wealth segments,
and analysis of investor assets post-market crash. This report saves
time, money, and is a tremendous resource for business planning.
Download
a sample,
including
methodology, table of contents, and order form
The State of DCIO Distribution: 2010
Strategies for Increasing
Productivity and Profitability
Published
in November 2009
Features
key DCIO business benchmarks, such as sales force productivity,
headcounts, and compensation; profitability across investment vehicles
and relative to retail mutual funds, and annual DCIO sales and marketing
budgets. Designed specifically for DCIO sales executives, the data and
analysis contained in this report will lead to enhancements in
productivity and profitability.
Download the
brochure,
including
methodology, table of contents, and order form
Capturing the Hearts &
WalletsTM
of Peak
AccumulatorsTM
Building Profitable Investment
Business With Generation
X and Younger Boomers
Published
in April 2009
Download the prospectus,
including
methodology, table of contents, and order form
Best Practices in DCIO
Sales and Marketing
Strategies
for Building Brand with DC Platforms and Intermediaries
Published in October 2008
Download the
brochure,
methodology,
table of contents, index of companies, and order form
Aligning an
Organization for Platform Sales Success
A Holistic Examination of
Investment-Only Distribution
Published in January 2008
Download the brochure, table of contents, list of exhibits, and
order form
If you would like to receive periodic emails about new research studies
and special offers, let us know at
info@swayresearch.com.
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