June 6, 1994
TO: BOARD OF GOVERNORS NO. 48-94
BROKER/DEALER ASSOCIATE MEMBERS NO. 10-94
DIRECT MARKETING COMMITTEE NO. 12-94
INDUSTRY STATISTICS COMMITTEE NO. 9-94
MARKETING POLICY COMMITTEE NO. 22-94
MEMBERS - ONE PER COMPLEX NO. 37-94
OPERATIONS COMMITTEE NO. 11-94
PUBLIC INFORMATION COMMITTEE NO. 18-94
RESEARCH COMMITTEE NO. 16-94
SALES FORCE MARKETING COMMITTEE NO. 19-94
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 11-94
SMALL FUNDS COMMITTEE NO. 7-94
RE: Research Seminars: Market Trends and Strategies
__________________________________________________________
Institute members are invited to participate in a regional one-day
seminar being offered during September by the ICI's Research
Department in four major cities. The basic purposes of the
seminars are to provide a forum for member discussions of current
and future industry developments and to acquaint members with the
major results of the Institute's research on a variety of timely
subjects. Member firms can utilize the seminar material in
developing their own future business strategies and may identify
ideas to integrate into their marketing programs.
Who should attend?
! managers and executives concerned with the environment
for mutual fund sales;
! marketing managers;
! planning managers;
! product development managers;
! those involved in all areas of research;
! economists; and
! those responsible for communicating with the press, the
public and shareholders.
The seminars are limited to ICI members and associate members. The
one-day seminars will begin promptly at 9:00 am and meetings will
be structured so as to allow time for questions and general
discussion. Lunch will be provided for all attendees which will
allow for additional informal discussions of the issues. We
anticipate concluding the seminars no later than 3:30 pm.
We encourage you and your staff to attend. Please register early
using the attached form. For questions about the program call
(202) 326-5912.
Sandra J. West
Director, Marketing Research
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