Know Your Industry (and client)
Explore these resources to learn about the mutual fund and investment services industries.
ASAE Gateway Find related trade and professional associations
Invest Wisely: Mutual Funds from the SEC
Market Research Reports
Look for market research reports for financial services or your target market.
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
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!
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
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.