Money managers who want to see how their operations stack up against their peers will get an eyeful in September, when Investment Counseling Inc., West Conshohocken, Pa., releases its fifth annual Business, Financial and Compensation Analysis.
The report lists detailed information on more than 100 money management firms; the firms are not identified.
The 50 categories examined in the report include data on profitability, operations, ownership and affiliation. Additionally, the report includes statistics and analysis on various issues such as compensation, marketing and distribution, and strategic and succession planning among the firms.
Investment Counseling has sent out questionnaires, but participation in the survey is still open; any firms interested can call (610) 941-9720 for more information. Survey participants can purchase the complete report for one-third of the $7,500 price to be charged to the general public.