June 19, 1989
TO: MARKETING COMMITTEE NO. 18-89
RE: AGENDA FOR MEETING, JUNE 23, 1989
__________________________________________________________
Attached is the agenda for the Marketing Committee meeting
which will be held in the Institute Conference Room at 10:00 a.m.
On Friday, June 23, 1989.
You should already have received material relating to
the retail offerings of participations in pools of securitized
personal loan, automobile loan and credit card receivables.
Consideration of marketing issues raised by these offerings
will be a major focus of this meeting.
In addition, we would like to receive feedback on the
usefulness and effectiveness of the Institute's marketing
research efforts, especially major projects such as the
Channels of Distribution Study. To aid that discussion a
memorandum is attached briefly describing the Institute's
ongoing research program and projects being considered for
the next year.
If time permits, we will continue the consideration
begun at the last Marketing Committee meeting of the major
factors likely to influence the marketing of mutual funds in
the 1990s and what role the Institute should expect to play
during that period.
If you cannot attend the meeting on June 23, please call
either Dick Pogue ((202) 955-3503) or me ((301) 547-5745) with
your views on these matters.
James S. Riepe
Chairman
Attachments