Welcome to MutualFundsnet Compensation. From this page, find surveys, and reports specific to fund sales to assist your company in today's competitive landscape:

Annual Sales Compensation Survey & Analysis: The report provides quick access to accurate information that is specific to Mutual Funds, Annuities, Retirement Services, Managed Money. ETFs and Life Insurance. Data is compiled from survey questionnaires and qualified sales personnel interviews representing over one hundred companies, making it the key resource for compensation related decision-making. Valuable features include:

  • All elements of pay:
    • Base Compensation
    • Commission and Bonus
    • Total Cash
    • Long-Term Compensation: Deferred Compensation and Long-Term Incentive
    • Expenses
    • Travel and Entertainment
    • Benefits — Dental, Disability, Life, Medical and Retirement
  • Position specific for:
    • External Wholesaler
    • Institutional Sales
    • Pension Sales
    • Internal Wholesaler
    • Sales Desk Manager
    • Compliance Officer
    • Operations Manager
    • Administrative
    • National Account/Channel Manager
    • Product Manager
    • Sales Manager
  • Data specific by:
    • Product: Annuities, Life Insurance, Mutual Funds, Exchange Traded Funds, Managed Money and Retirement
    • Company Size
    • Distribution: Banks, Consultants/RIA's, Insurance, Planners/Independents and Wire Houses
    • Phase of Market Development: Threshold, Growth, Maturity and Decline
  • Total Cost of Distribution — Basis Points of Expense; Staffing Ratios; and Sales Production Volume

Online Compensation [login required]:
Purchase of the Annual Sales Compensation Survey entitles confidential "user/password" accessibility to interactive compensation models. Your data — Base, Incentive, and Total Cash calculations — is readily compared specific to Product, Company Size, Distribution, and Phase of Market Development industry benchmarks.

Cost of Distribution: Mutual Funds. The objective of this drill-down report is to analyze data to learn how staffing and compensation correlate with sales production. Along with many performance benchmarks, the report provides key characteristics which separate Top-performing from Average sales groups. This report includes compensation data and staffing ratios for both the Divisional and National Sales Manager positions.

For more information, see www.dglconsultants.com/compensation.html.