Ibbotson Sales Ideas Accompany FRC Advanced Research Studies

Sales Ideas and Research Arm Wholesalers With a Valuable Tool That Advisors Can Use Immediately With Clients

CHICAGO, June 12, 2003 (PRIMEZONE) -- Ibbotson Associates, a leading provider of investment tools and knowledge, has teamed with Financial Research Corporation (FRC), a leading research and consulting firm, to offer sales ideas based on FRC advanced research studies. Five sales ideas will accompany each research study. The sales ideas can be customized with a firm's name and logo. All sales ideas are NASD-reviewed and available for Internet distribution.

"Research is one of the most valuable commodities that a wholesaler can provide to an advisor. And packaging it with sales ideas built from highly credible FRC research creates a valuable tool that advisors can use immediately with their clients," said Mark Kowalczyk, managing director of sales and marketing at Ibbotson Associates.

The first study to be released with accompanying sales ideas is Investors Behaving Badly, An Analysis of Investor Trading Patterns in Mutual Funds. This study investigates investor attitudes and mutual fund trading patterns over the past decade. Among the findings:

-- Investor behavior is detrimental to their success

-- Advisor-assisted investors are more likely to stick with their declared intentions to invest for the long term, and experience slightly better returns

-- Investors chase performance

About Ibbotson Associates

Ibbotson Associates, founded by Professor Roger Ibbotson in 1977, is a leading authority on asset allocation, providing products and services to help investment professionals obtain, manage and retain assets.

The company's business lines include investment consulting and research; planning and analysis software; wealth forecasting; educational services and a widely used line of NASD-reviewed presentation materials. With offices in Chicago, New York and Tokyo, Ibbotson provides integrated investment knowledge, leading-edge technology, multi-conceptual education and a variety of sales presentation solutions. Ibbotson markets its integrated product line of investment analytical tools and services to institutional money managers, plan sponsors and consultants for quantitative analysis, high level decision making and presentations. The company's clients also include financial planners, brokers, mutual fund firms, private bankers and small money managers.

About The Financial Research Corporation

Financial Research Corporation (FRC) (a BISYS company), now in its 16th year, provides the knowledge to build relationships for successful product, distribution and marketing strategies. As a financial services research and consulting firm, FRC specializes in the analysis of marketing/distribution trends and competitor developments. Our services are delivered through market analytics, advanced research and customized solutions.


Contact Data