With thousands of mutual funds and ETFs available in the marketplace, it is imperative to know which ones will best meet the needs of your clients. Stifel‘s Mutual Funds Marketing Department can help you select the right mutual funds to implement an asset allocation strategy or match a product to a client’s unique financial objectives and risk tolerance.
The functions of the Mutual Funds Marketing Department include:
Due Diligence — The firm currently offers access to more than 200 fund families covering more than 10,000 individual funds. In addition, more than 30 different 529 College Savings Plans are available.
Mutual Fund Analysis — The Mutual Funds Marketing Department employs qualitative and quantitative analysis to select, evaluate, and monitor mutual funds that appear on a recommended list of attractive funds across more than 30 asset classes.
Portfolio Analysis — Creating custom portfolio analysis reports that provide clients a complete and compelling representation of their asset allocation, fixed income and equity style distribution, sector weightings, risk and reward analysis, regional exposure, and much more.
Morningstar Advisor Workstation — Available on all desktops and provides Financial Advisors access to on-demand investment intelligence on mutual funds, closed-end funds, ETFs, and stock. It also provides a tool to create client-friendly sales proposals and hypotheticals, evaluate multi-asset portfolios, and create custom searches.
The rapid growth in number and volume of exchange traded funds (ETFs) requires that advisors are kept up to date with the latest information on products as they are brought to market. Our ETF group can assist you in selecting the best ETFs to implement an asset allocation strategy or trading strategy to match a client’s financial objectives and risk tolerance. In addition, they will help you identify how ETFs can be used for portfolio completion, increasing diversification, hedging, and tax loss harvesting.
Fund Review — The ETF group explores the various factors which impact the performance of an ETF. From evaluating the methodology of an index to trading liquidity, they will monitor this information in order to evaluate, select, and monitor performance of recommended exchange traded funds.
Highlight Trends — The group also reviews fundamental and technical research comments to identify ETF investing opportunities.
Mutual funds and exchange traded funds (ETFs) are offered by prospectus only. Investors should consider a fund’s investment objective, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other important information, is available from your Financial Advisor and should be read carefully before investing. The investment return and principal value of an investment will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. ETFs trade like a stock and may traded for less than their net asset value. There will be brokerage commissions associated with buying and selling exchange traded funds unless trading occurs in a fee-based account.