July 26, 1990
TO: BOARD OF GOVERNORS NO. 52-90
MEMBERS - ONE PER COMPLEX NO. 26-90
DIRECT MARKETING COMMITTEE NO. 17-90
MARKETING COMMITTEE NO. 15-90
OPERATIONS COMMITTEE NO. 15-90
PUBLIC INFORMATION COMMITTEE NO. 23-90
RESEARCH COMMITTEE NO. 16-90
SALES FORCE MARKETING COMMITTEE NO. 17-90
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 16-90
SMALL FUNDS COMMITTEE NO. 10-90
BROKER/DEALER ADVISORY COMMITTEE NO. 23-90
RE: RESEARCH SEMINARS: THE MUTUAL FUND MARKETPLACE
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Institute members are invited to participate in a regional one-
day seminar being offered during September and October by the
ICI's Research Department in four major cities. The basic
purpose of the seminars is to acquaint members with the main
findings of the Institute's research on a variety of timely
subjects and to demonstrate ways in which member firms can
utilize the material in developing their own business
strategies.
Topics to be covered include the following:
* overview of the current market environment for funds
* the economic growth of the fund market in the 1990's
* the size of the retirement rollover market and
opportunities for mutual funds
* overview of three European markets for funds
* who buys mutual funds through banks
* highlights of the industry's electronic data facility and
benefits to members who use the FUNDS system
* the Baby Boomer market and opportunities for mutual funds.
The one-day seminars will begin promptly at 9:00 am. At
specific points the meeting will be open 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. We anticipate concluding the seminar
no later than 3:00 pm.
We encourage you to attend and to let your staff know of the
seminars. For questions about the program call Sandy West,
Director, Marketing Research at (202) 955-3509.
Jacob S. Dreyer
Vice President
and Chief Economist
WHO SHOULD ATTEND
ICI Members and ICI Associate Members Only:
o Managers, senior and junior, concerned with the environment
for mutual fund sales
o Those responsible for all areas of research
o Statisticians and Analysts
o Economists and Planners
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
DATES AND LOCATIONS
September 12 October 10
BOSTON CHICAGO
Omni Parker House Hotel Chicago Marriott Downtown
60 School Street 540 N. Michigan Avenue
Boston, MA 02107 Chicago, IL 60611
617/227-8600 312/836-0100
September 13 October 16
NEW YORK SAN FRANCISCO
New York Hilton & Towers The Fairmont Hotel
1335 Avenue of the Americas Atop Nob Hill
New York, NY 10036 San Francisco, CA 94106
212/586-7000 415/772/5000
How to Register
To register, complete the attached registration form and return
it, along with a check for $150 for the first registration, and
$100 per additional registration from the same fund group to:
Lynette Mitchell
Investment Company Institute
1600 M Street, NW Suite 600
Washington, DC 20036
Please make your own hotel reservations. Special room rates
have been arranged at each hotel. When making your room
reservation, mention that you are attending the Investment
Company Institute seminar to obtain this special room rate.
Additional Information
For more registration or logistical information, contact Lynette
Mitchell 202/955-3508. For additional information on the
program, please contact Sandy West at 202/955-3509.