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Fund Analysis:
Overview
Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles.
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Pyramid conducts analyses that are used by boards of directors for annual contract renewal, and by marketing personnel for product management and strategic decision-making. These analyses include comparisons of:
- Fund fees and fee structures, expenses, and investment performance
- Distribution arrangements, including front-end and contingent deferred loads, and 12b-1 fees
- Services provided by advisors, transfer agents, and custodians
- Management company profitability
Pyramid partners with feeandexpense.com, to obtain information that they collect from fund SEC filings. Reports Automation, creator of feeandexpense.com, also has the technological capability of seamlessly combining fund information from multiple sources.
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Announcement |
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Increase your Internet Servicing of Advisors IQ in 2005! Purchase our Benchmarking Internet Servicing of Advisors study, and Technology and Internet Usage of Financial Professionals in early 2005, and receive a 25% discount. Please click here for more details.
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Announcement |
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Receive a 15% discount for the purchase of all three of our reports on Technology, Internet and Marketing Usage of Advisors, which cover two advisor segments:
- Fee-based Registered Investment Advisors
- Financial Planners who Affiliate with Independent Broker-Dealers
Please click here for details. |
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