What you'll learn

Your plan is in place, your team has been assembled, and your investment objectives are set. You are almost ready to launch your mutual fund. Yet, before your fund enters the marketplace, you will need a distribution plan. 

  • How will investors find your fund?
  • Who will be your target market?
  • What will the purchase process look like?
  • Who will be your key partners in this new market endeavor?

Fill out the short form to access our Mutual Fund Distribution Guide, which will help answer these essential questions. This paper will:

  • show you the two channels of mutual fund distribution and introduce you to the key players
  • explain the different types of broker-dealers that participate in this process and how they work with advisers like you to attract and maintain investors
  • discuss aspects of the compensation, regulation, and strategy involved in launching and operating your fund. 


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