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The Premium Report on Funds, Trusts, and Other Financial Vehicles contains information used by Marketing Departments in many of the Fortune 1,000 companies and beyond. The report helps identify industry changes, trends, key players, and growth opportunities.

Contents:
Current State of the Industry
Market Size
Market Forecast
Products and Services Breakdown
Financial Statements - Income Statement
Salary & Compensation Statistics
Key Companies
Public Company News
Largest Government Vendors

Current State of the Funds, Trusts, and Other Financial Vehicles Industry

This section provides answers to five fundamental and commonly-asked questions about the industry:

1. What is the total market size ($ millions)?
2. How much has the market grown or declined?
3. Are long term forecasts positive or negative?
4. How large is the average company?
5. How many companies are in the industry?

Market Size - Funds, Trusts, and Other Financial Vehicles

The total U.S. market size for the Funds, Trusts, and Other Financial Vehicles industry includes all companies, both public and private. In addition to total revenue, the table contains details on employees, companies, and average firm size.

Metrics	2004        2005        2006        2007        2008        2009
Market Size (Total Industry Sales)		Available Included with Instant Access Order at top of page
Total Firms
Total Locations (Headquarters and Branches)
Total Employees
Average Revenue Per Firm
Average Employees Per Firm

Source: Analysis of US Census data, updated June 8 2010

Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Market Forecast - Funds, Trusts, and Other Financial Vehicles

Market forecasts show the long term outlook for the Funds, Trusts, and Other Financial Vehicles industry. The following five-year forecast utilizes advanced econometric techniques that take into account both short-term and long-term industry trends.

Forecast	2009	2010	2011	2012	2013	2014
Revenue ($ billion)	AVAILABLE

Source: AnythingResearch.com Economic Analysis

Income Statement (Average Financial Metrics) - Funds, Trusts, and Other Financial Vehicles

Financial metrics provide a snapshot view of an "average" company in the Funds, Trusts, and Other Financial Vehicles industry. Key business metrics show revenue and operating costs. The data collected is industry-wide, covering both public and private companies in the industry.

	Industry Average	Percent of Sales
Total Revenue	AVAILABLE Included in Report Order at top of page
Operating Revenue
Cost of Goods Sold
Gross Profit
Operating Expenses
Pension, profit sharing plans, stock, annuity
Repairs
Rent paid on business property
Charitable Contributions
Depletion
Domestic production activities deduction
Advertising
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Depreciation
Amortization
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit

Source: Analysis of U.S. federal statistics

Financial Ratio Analysis - Funds, Trusts, and Other Financial Vehicles

Financial ratios can be used to compare how a company in the Funds, Trusts, and Other Financial Vehicles industry is performing relative to its peers. Financial ratios are calculated from the industry-average for income statements and balance sheets.

Liquidity Ratios - Funds, Trusts, and Other Financial Vehicles Industry	Industry Average
Liquidity Ratios measure how liquid a business is. Bankers and suppliers may use these to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio Measures a firm's ability to pay its debts over the next 12 months.	Included
Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories.	Included

Efficiency Ratios - Funds, Trusts, and Other Financial Vehicles Industry	Industry Average
Efficiency Ratios measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio If this number is low compared to the industry average, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.	Included
Average Collection Period Based on the Receivables Turnover Ratio, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover Ratio	Included
Inventory Turnover Ratio A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.	Included
Fixed-Asset Turnover Ratio Generally, a higher ratio is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.	Included

Geographic Distribution

The concentration of employees by states indicates how the industry (companies and workforce) is distributed throughout the country.

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Move mouse over states to see employment numbers
Note: Round numbers are estimates. Precise numbers are actuals.

Source: US Census

Compensation & Salary Surveys for Employees Working in Funds, Trusts, and Other Financial Vehicles

Compensation statistics provides an accurate assessment of jobs in the Funds, Trusts, and Other Financial Vehicles industry and national salary averages. This information can be used to asses which positions are most common, and high, low, and average annual wages.

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management occupations	11%	AVAILABLE Included in Report Order at top of page
Chief executives	1%
General and operations managers	4%
Business and financial operations occupations	31%
Claims adjusters, examiners, and investigators	10%
Computer and mathematical science occupations	8%
Office and administrative support occupations	41%
Customer service representatives	9%
Office clerks, general	6%

Source: Bureau of Labor Statistics

Companies in Funds, Trusts, and Other Financial Vehicles and Adjacent Industries

Company	Address	Key Contact
AVAILABLE	AVAILABLE	AVAILABLE

Public Funds, Trusts, and Other Financial Vehicles Company News

Web scan for recent news about publicly traded companies in the Funds, Trusts, and Other Financial Vehicles industry.

Government Contracts Related to Funds, Trusts, and Other Financial Vehicles

In 2008, the federal government spent a total of $16,757,499 on Funds, Trusts, and Other Financial Vehicles. It has awarded 993 contracts to 56 companies, with an average value of $299,241 per company.   

Top government vendors:

Company	Federal Contracts	Total Award Amount
AVAILABLE	AVAILABLE	AVAILABLE

The Industry Report on Funds, Trusts, and Other Financial Vehicles contains the key pieces of information used by strategy and management consultants to identify market trends and accurately measure growth and industry performance.

Contents:
Current State of the Industry
Market Size
Financial Statements - Income Statement
Salary & Compensation Statistics
Key Companies
Public Company News

Current State of the Funds, Trusts, and Other Financial Vehicles Industry

This section provides answers to five fundamental and commonly-asked questions about the industry:

1. What is the total market size ($ millions)?
2. How much has the market grown or declined?
3. Are long term forecasts positive or negative?
4. How large is the average company?
5. How many companies are in the industry?

Market Size - Funds, Trusts, and Other Financial Vehicles

The total U.S. market size for the Funds, Trusts, and Other Financial Vehicles industry includes all companies, both public and private. In addition to total revenue, the table contains details on employees, companies, and average firm size.

Metrics	2004        2005        2006        2007        2008        2009
Market Size (Total Industry Sales)		Available Included with Instant Access Order at top of page
Total Firms
Total Locations (Headquarters and Branches)
Total Employees
Average Revenue Per Firm
Average Employees Per Firm

Source: Analysis of US Census data, updated June 8 2010

Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Income Statement (Average Financial Metrics) - Funds, Trusts, and Other Financial Vehicles

Financial metrics provide a snapshot view of an "average" company in the Funds, Trusts, and Other Financial Vehicles industry. Key business metrics show revenue and operating costs. The data collected is industry-wide, covering both public and private companies in the industry.

	Industry Average	Percent of Sales
Total Revenue	AVAILABLE Included in Report Order at top of page
Operating Revenue
Cost of Goods Sold
Gross Profit
Operating Expenses
Pension, profit sharing plans, stock, annuity
Repairs
Rent paid on business property
Charitable Contributions
Depletion
Domestic production activities deduction
Advertising
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Depreciation
Amortization
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit

Source: Analysis of U.S. federal statistics

Financial Ratio Analysis - Funds, Trusts, and Other Financial Vehicles

Financial ratios can be used to compare how a company in the Funds, Trusts, and Other Financial Vehicles industry is performing relative to its peers. Financial ratios are calculated from the industry-average for income statements and balance sheets.

Liquidity Ratios - Funds, Trusts, and Other Financial Vehicles Industry	Industry Average
Liquidity Ratios measure how liquid a business is. Bankers and suppliers may use these to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio Measures a firm's ability to pay its debts over the next 12 months.	Included
Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories.	Included

Efficiency Ratios - Funds, Trusts, and Other Financial Vehicles Industry	Industry Average
Efficiency Ratios measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio If this number is low compared to the industry average, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.	Included
Average Collection Period Based on the Receivables Turnover Ratio, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover Ratio	Included
Inventory Turnover Ratio A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.	Included
Fixed-Asset Turnover Ratio Generally, a higher ratio is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.	Included

Compensation & Salary Surveys for Employees Working in Funds, Trusts, and Other Financial Vehicles

Compensation statistics provides an accurate assessment of jobs in the Funds, Trusts, and Other Financial Vehicles industry and national salary averages. This information can be used to asses which positions are most common, and high, low, and average annual wages.

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management occupations	11%	AVAILABLE Included in Report Order at top of page
Chief executives	1%
General and operations managers	4%
Business and financial operations occupations	31%
Claims adjusters, examiners, and investigators	10%
Computer and mathematical science occupations	8%
Office and administrative support occupations	41%
Customer service representatives	9%
Office clerks, general	6%

Source: Bureau of Labor Statistics

Companies in Funds, Trusts, and Other Financial Vehicles and Adjacent Industries

Company	Address	Key Contact
AVAILABLE	AVAILABLE	AVAILABLE

Public Funds, Trusts, and Other Financial Vehicles Company News

Web scan for recent news about publicly traded companies in the Funds, Trusts, and Other Financial Vehicles industry.

• Who is generally required to file an FBAR?: Under IRS rules, U.S. persons with a financial interest in, or signature or other authority over, financial accounts in a foreign country that have an aggregate value exceeding $10,000 at any time during the calendar year are required to file the FBAR by June 30 of the following year (subject to limited exceptions).
• Calendar: The Edison-Norwood Times Review welcomes items for our Community Calendar. Items must be received a minimum of two weeks prior to publication, but earlier is better. Items are printed as space allows, and publication is not guaranteed. E-mail items to mbottari@pioneerlocal.com; fax to (847) 486-7495; or mail to: Pioneer Press, 3701 W. Lake Ave., Glenview IL 60026.
• Wall Street Rating Agencies See Improving Outlook for REITs: Citing REITs' easier access to capital markets and large stockpiles of cash that many of them have raised during a yearlong rally, Wall Streets bond rating agencies are looking markedly more favorably upon the public real estate sector in their mid-year...
• What do you think of BP's action?: BP will place $20bn (�13.5bn) in a special fund to deal with compensation payouts after the Gulf oil spill. Are you happy with this response?
• The "True" Legend of Canute: The correct version of the legend of King Canute has a lesson for those who believe a financial refo
• Supervisors look at bridge replacements: DECORAH When trying to balance their spending, the Winneshiek County Board of Supervisors is faced with prioritizing when it comes to roads and bridges. After hearing comments about bridge replacements from County Engineer Lee Bjerke, Supervisor John Logsdon and Winneshiek County resident Duane Baumler, the board is faced with more projects than the county can afford.
• Venture capital trusts: what are the risks when investing?: You get a 30% tax rebate and there is no capital gains to pay. Venture capital trusts are shedding their reputation as a high-risk alternative investment The centre of Brixton in south London is not the usual sort of place to find a gaggle of City private equity investors, but they're delighted to be there. They are the proud 50% owners of the Ritzy Cinema , one of the earliest purpose-built ...
• Finance and Banking: United Kingdom: The Draft Alternative Investment Fund Managers Directive: Where Are We Now, And How Will Fund Marketing Be Affected?
• Nick Robinson: Deficit: Three words stand out from Cameron's speech
• Gemini Fund Services Nominated for Two ICFA Americas Service Providers Awards: Gemini Fund Services, LLC , an engaged partner to independent advisers as a provider of comprehensive, pooled investment solutions, was nominated for two International Custody and Fund Administration Americas Service Providers Awards � Fund Administrator of the Year and Mutual Fund Administrator of the Year.
• Industry applauds tax reforms of MITs: Reform of the tax system for managed investment trusts (MITs) announced on Friday will simplify the administration of managed funds, according to Federal Assistant Treasurer Nick Sherry.
• Grubb & Ellis Healthcare REIT II Acquires Highlands Ranch Medical Pavilion Near Denver: DENVER, May 6 /PRNewswire-FirstCall/ -- Grubb & Ellis Healthcare REIT II, Inc. today announced that it has acquired Highlands Ranch Medical Pavilion, a Class A medical office building totaling approximately 37,000 square feet in the Denver suburb of Highlands Ranch.
• Grubb & Ellis Healthcare REIT II Acquires Highlands Ranch Medical Pavilion Near Denver: Grubb & Ellis Healthcare REIT II, Inc. today announced that it has acquired Highlands Ranch Medical Pavilion, a Class A medical office building totaling approximately 37,000 square feet in the Denver suburb of Highlands Ranch. � The $8.4 million acquisition closed on April 30. � �
• Community Calendar: Deadline for items for the Community Calendar is Wednesday noon two weeks before desired publication date. Send information on fund-raisers, clubs, lectures, community events, reunions and support groups to Community Calendar, Pioneer Press, 3701 W. Lake, Glenview IL 60026; Fax (847) 486-7495; or e-mail to jmolitor@pioneerlocal.com. There is no charge for publication.
• Bel Air Investment Advisors Releases Survey of Next Generation Wealth: LOS ANGELES----Bel Air Investment Advisors LLC , a leading independent wealth management advisory firm to high net-worth individuals, families, trusts and foundations, released today key findings from a survey conducted at a Next Generation wealth conference.

Markets Related to Funds, Trusts, and Other Financial Vehicles