Know Your Industry (and client)

Explore these resources to learn about the mutual fund and investment services industries. 



Investment Company Institute

Security Industry and Financial Markets Association

ASAE Gateway Find related trade and professional associations

Financial Literacy

Some books in our collection by Bogle and on Vanguard


Invest Wisely:  Mutual Funds from the SEC

Market Research Reports

Look for market research reports for financial services or your target market.


GMID Euromonitor

Gartner Intraweb

Target Market Research

National Secondary Surveys

MRI+ University Internet Reporter  Query a national consumer survey to learn about the characteristics of your target market or traits and behaviors of current investors.

SRDS Use the Lifestyle Market Analyst to learn about the behavior and lifestyle of market groups.

Statistical Datasets (Lexis-Nexis)  An index to state, federal and privately generated statistics.

Buyer Behavior Research

Business Source Premier

ABI Inform


Dissertations & Theses Full Text

Surveys & Focus Groups

The following resources will help you design an effective consumer survey.  Most of these resources were found by searching the Falvey Memorial Library Catalog for subject terms such as social surveys or focused group interviewing.  These aren't necessarily the best resource they are just a random sample!

Handbook of Online Marketing Research

Handbook for Focus Group Research

Survey Research Methods

How to Conduct Surveys a Step by Step Guide

Focus Groups a Practical Guide for Applied Research

Encyclopedia of Survey Research Methods

Sage Encyclopedia of Qualitative Research Methods


SRDS Media Solutions Suite of directories for media planners with in traditonal channels.

Ad$Summary  Reference work with historical ad spending by brand.


Advertising Red Book Traditional directory of advertising agencies

Digital Marketing

Our Catalog  Search our catalog for practical books on how to market using social media.

eMarketer  Brings together reports, statistics and interviews with professionals about digital marketing

Journal of Financial Services Marketing This is a must browse source.