Fund Entries and Exits: Four Year Study The goal of this case study is to analyze the last four years of fund movements in and out of the industry (registrations/liquidations). The study includes the movement of funds by investment objective. It also includes statistics from the top twenty managers (assets under management). MORE>>
Fund Changes: Filing vs Effective Date The purpose of this project is to analyze the time frames between filing dates of the change announcement and the effective date of the change. MORE>>
Portfolio Manager Compensation Disclosures The purpose of this project is to view how the large asset managers are dealing with the new SEC regulations regarding portfolio manager disclosure. MORE>>
Small Account Fees The purpose of this project is to identify prospectus language on small account fees for selected fund families. MORE>>
Advisory Contract Renewal Disclosures The purpose of this project is to identify prospectus language on advisory contract renewal disclosured for selected fund families. MORE>>
Market Timing Language The purpose of this project is to identify prospectus language on market timing / short-term trading for selected funds. MORE>>
Service Provider Targeting The purpose of the project is to identify whether Fund Filing can be helpful in service provider targeting. MORE>>
12b-1 Structure and Fund's Closing to New Investors The purpose of the study is to see whether it is a common industry practice to change 12b-1 structure in connection with funds closing to new investors to make sure that the company’s actions are consistent with the industry standards MORE>>
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