August 1, 1989
TO: PUBLIC INFORMATION COMMITTEE NO. 21-89
RESEARCH COMMITTEE NO. 20-89
MARKETING COMMITTEE NO. 20-89
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 18-89
MEMBERS - ONE PER COMPLEX NO. 24-89
DIRECT MARKETING COMMITTEE NO. 23-89
SALES FORCE MARKETING COMMITTEE NO. 24-89
RE: CALIFORNIA RESEARCH SEMINAR - CHANNELS OF DISTRIBUTION
__________________________________________________________
Institute members are invited to participate in the last of
a series of regional marketing research seminars on the topic of
Channels of Distribution. The basic purpose of the seminar is to
acquaint members with the main findings of the Institute's
research project on channels of distribution for mutual funds and
to demonstrate ways in which member firms can utilize the
material in developing their own distribution strategies.
The Institute has recently completed this extensive
research project which identified the attitudes, characteristics
and other variables that link mutual fund owners to specific
distribution channels. The study is particularly timely since,
in recent years, mutual fund firms have sought to compete more
effectively in the financial services marketplace by offering
consumers an increasing number of ways to buy funds and a wider
range of sales charges and services from which to choose.
Discussion of some of the main findings from this research will
provide practical information on distribution channels which will
help funds assess their present mode of selling mutual funds.
The presentation will begin promptly at 10:30 am. At a
specific point the meeting will be opened to questions and
general discussion of the research. A lunch will be provided for
all attendees which will allow for additional informal discussion
of the issues. There will also be a demonstration of software
that has been designed to allow members access to the large
database from this research. We anticipate concluding the
seminar no later than 2:00 pm.
DATE AND LOCATION
September 13, 1989 Hyatt Embarcadero Hotel, San Francisco
WHO SHOULD ATTEND
ICI Members Only:
Note: Previous seminars have been attended by many staff members
from a variety of fund company departments who may not have
heard about the detailed research findings but for whom the
topic of distribution is meaningful.
o Those responsible for all areas of research
o Those involved with sales and promotion
o Statisticians and Analysts
o Economists
o Those responsible for communicating with the press, the
public and shareholders
o Those involved with product development
o Those involved with developing marketing campaigns and
tactics
HOW TO REGISTER
o Use the attached form
Note: Attendees will be responsible for making their own hotel
reservations. Blocks of rooms have been set aside at the
hotel should this be needed. See the attached registration
form for hotel address and telephone number.
FOR MORE INFORMATION
For registration information contact Claire Gurnee in the
Institute's Administration Department; direct other
questions to Sandy West, Director of Marketing Research.
Jacob S. Dreyer
Vice President
& Chief Economist
1 9 8 9 R E S E A R C H S E M I N A R
DISTRIBUTION CHANNELS FOR MUTUAL FUNDS
April 18 Omni Parker House, Boston
April 19 Marriott Marquis, New York
May 3 Hotel Nikko, Chicago
*September 13 Embarcadero Hotel, San Francisco
10:00 - 10:30 am Registration and coffee
10:30 am Presentation of the main
findings from the Channels of
Distribution Research
o Sandy West,
Director, Marketing
Research
11:45 am Discussion Period
12:30 - 1:30 pm Lunch served to Participants
1:30 - 2:00 pm Demonstration of NAlyzer Software
containing the Distribution
Research Database
o Joel Gottfried
National Analysts,
Booz.Allen & Hamilton
WHO SHOULD ATTEND? ICI MEMBERS ONLY:
Users of research, marketers, product developers, sales
managers, economists, communicators, analysts,
researchers - All of the above including those new to
the industry.
COST: A charge of $40 per person ($30 for each additional
person from the same organization) will be made to
cover the direct costs of the seminar.
HOW TO REGISTER:
Complete the attached form. List the name of EACH
PERSON who will attend. Send your check to Claire
Gurnee, ICI, 1600 M Street NW, Washington DC 20036.
_______________________ . _______________________
REGISTER TODAY - WE NEED TO HEAR FROM YOU
BY AUGUST 31, 1989.
_______________________ . _______________________
REGISTRATION FORM
INVESTMENT COMPANY INSTITUTE
MARKET RESEARCH SEMINAR
SAN FRANCISCO Hyatt Embarcadero Hotel
September 13, 1989 5 Embarcadero
San Francisco CA 94111
[415] 788-1234
PLEASE TYPE OR PRINT
Name(s) and Title(s)
Name of Organization
Address
City, State, Zip
Telephone
Registration Fee
$40 First Registrant from Institute Member Organization
$30 Each Additional Registrant from Same Organization
Total Fees $ (Check enclosed payable to the
Investment Company Institute)
Return to:
INVESTMENT COMPANY INSTITUTE
1600 M STREET, NW
WASHINGTON DC 20036
ATTEN: CLAIRE GURNEE