Market Metrics
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Market Metrics provides market intelligence based on annual surveys of more than 15,000 wirehouse brokers, regional brokers, independent financial planners, insurance agents and bank reps. We also conduct more than 500 interviews with senior executives at leading broker/dealers, banks and life brokerage agencies.

These surveys cover a wide range of topics, including:

  

 
 
  • What exactly do customers want from the financial
    services providers with whom they work?

  • What are the strengths and weaknesses of each competitor?

  • What are the best practices of the leading
    competitors?

  • Who is likely to gain and lose market share in
    the coming year, and why?

Market Metrics research provides the answer to all of these questions, and many more, with unbiased, quantitative market data. Our sudies include:

 

           Asset Management                                         Insurance
      - Mutual Funds                                                      -Universal Life Insurance
       -Separately Managed Accounts                     -Variable Life Insurance
       -Investment-Only 401(k) and VA                     -Fixed Annuities
       -Research Departments                                   -Variable Annuitites
       -Mutual Fund Provider Websites                    -Variable Annuity Provider Websites
       -Wholesaler Effectiveness                              -VA Wholesaler Effectiveness
                                                    
 
53 State Street, 6th Floor, Boston, MA 02109 Telephone: (617) 376-0550 Fascimile: (617) 376-0004