Mutual Fund Management
Competitive Landscape
Demand is affected by the growth of retirement capital and returns on alternative investments. The profitability of individual companies depends on investment expertise and effective marketing. Large companies have economies of scale in operations and marketing. Small companies can compete effectively by specializing in desirable sectors and by producing higher investment returns.
Opportunities
Growth of Retirement Capital - Investment in mutual funds has been driven largely by the growth of defined-contribution retirement plans such as corporate 401(k) plans and IRAs. Nearly two-thirds of...
Business Challenges
Revenues Depend on Portfolio Size - The fees mutual fund managers receive are linked to the size of the funds they manage. Declines in the value of the securities in a...


