Mutual Fund Industry
Morningstar Reseach and rating service for mutual funds and ETFs. Fund Families Assets Under Management Report.Morningstar_Asset_Flows_2011-2012.docx
Mutual Fund Classes Guide by the SEC on types of funds and the regulatory environment
Investment Company Institute Trade association for investment companies and mutual funds.
Security Industry and Financial Markets Association Trade association for securities and asset managment firms.
Market Research Reports
Look for market research reports both on the mutual fund industry (and perhaps broader financial services industry) and on your target market (early career accumulators or generation Y or millennials).
Mintel's published market research has been helping leading businesses achieve their goals for over 30 years. As a globally recognised market analyst, Mintel produces hundreds of reports into European, UK-specific and US consumer markets every year. Each report that Mintel publishes provides a unique overview of a market's dynamics and prospects, giving you the knowledge to devise informed and profitable marketing strategy. DO NOT USE IE6
Authorized users limited to Villanova students, faculty and staff. Use for research or private study for academic purposes only. This resource is a database of demographic, economic, lifestyle, and consumer market information for over 350 markets and 207 countries. Statistics cover consumer lifestyles, retailing, and consumer market sizes and forecasts. The data includes 6-year historic market size data for more than 330 consumer products in 52 countries, plus 5-year forecasts. Lifestyle indicators for 71 countries, lifestyle reports for 65 countries, and country profiles for 250 countries are also included.
NetAdvantage (Standard & Poor's, Capital IQ)
Provides marketing reports for many industries and demographic reports on a variety of age groups. Documents are formatted as Adobe Acrobat or PowerPoint files.
Standard & Poor’s NetAdvantage is a comprehensive, professional source of proprietary analysis on industry trends, corporate activities, and investments. For non-business students, the service includes a Financial Education section with tools for understanding personal finance.
Target Market Research
Look for secondary research about the demographic and behavioral or lifestyle characteristics of your target market. Secondary market research is limited to the questions others have asked about your target. Primary market research via survey or focus groups should be used to deepen your knowledge of your unique target.
Pew Millennials Highly regarded social science research organization covering demographics, attitudes and trends of the American public.
National Consumer Surveys
These platforms provide access to demographic and lifestyle data from variousl national consumer surveys conducted by public (U.S. Census Bureau) and private (Simmons & MRI) organizations.
MRI+ University Internet Reporter
American FactFinder is a web site used to distribute data collected by the United States Census Bureau.
It provides data for the lowest level of geography, to largest geographic entities, from zip code areas, to Census tracts.
ESRI Business Analyst Online
Search and browse for datasets on topics ranging from banking to criminal justice to economic indicators to health to labor to natural resources and transportation gleaned from government agencies, private exchanges and international organizations. Statistical Datasets supports customized graphing, mapping and even some common statistical functions.
SRDS (Kantar Media)
Business, consumer and marketplace geographic analysis tool. .Access courtesy of the Department of Geography & the Environment.For access email firstname.lastname@example.org to request Business Analyst Online group access. Look for an email from ArcGIS Notification to confirm the invitation (check your junk folder as it may land there). Account administration may take up to 3 days.
Standard Rate and Data Service (SRDS) media planners directories for consumer magazines, newspapers, and out of home advertising.
Find scholarly research on the attitudes of young adults about saving and investing.
ABI/INFORM Complete (ProQuest)
The most comprehensive ABI/INFORM™ database, this comprises ABI/INFORM Global, ABI/INFORM Trade and Industry, and ABI/INFORM Dateline. The database features thousands of full-text journals, dissertations, working papers, key business and economics periodicals, country-and industry-focused reports.
Business Source Premier (EBSCO)
Indexes journals, dissertations and some books in the fields of personality psychology, social psychology, educational psychology and more.
Practice advanced search features with the interactive PsycINFO Tutorial
Business Source Premier is a full-text, scholarly and trade article database covering a wide range of topics including management, marketing, accounting, finance, economics, international business, operations management and management information systems.
Primary Market Research Tips
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
Marketing & Advertising
To craft effective advertising copy it may be helpful to consult writing manuals:
Gabay's Copywriters Compendium
Adweek Copywriting Handbook
Do some primary research to findout what messages resonante with your target market. Apply the secondary research findings on buyer behavior to your message.
Most of our subscription databases on advertising are collected in this Topic Guide