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The Premium Report on Open-End Investment Funds 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 Open-End Investment Funds 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 - Open-End Investment Funds

The total U.S. market size for the Open-End Investment Funds 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 - Open-End Investment Funds

Market forecasts show the long term outlook for the Open-End Investment Funds 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) - Open-End Investment Funds

Financial metrics provide a snapshot view of an "average" company in the Open-End Investment Funds 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 - Open-End Investment Funds

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

Liquidity Ratios - Open-End Investment Funds 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 - Open-End Investment Funds 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 Open-End Investment Funds

Compensation statistics provides an accurate assessment of jobs in the Open-End Investment Funds 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	10%	AVAILABLE Included in Report Order at top of page
Chief executives	1%
General and operations managers	3%
Business and financial operations occupations	34%
Financial analysts	15%
Personal financial advisors	8%
Computer and mathematical science occupations	6%
Sales and related occupations	10%
Securities, commodities, and financial services sales agents	8%
Office and administrative support occupations	32%
Customer service representatives	9%
Office clerks, general	5%

Source: Bureau of Labor Statistics

Companies in Open-End Investment Funds and Adjacent Industries

Company	Address	Key Contact
AVAILABLE	AVAILABLE	AVAILABLE

Public Open-End Investment Funds Company News

Web scan for recent news about publicly traded companies in the Open-End Investment Funds industry.

Government Contracts Related to Open-End Investment Funds

In 2008, the federal government spent a total of $2,250 on Open-End Investment Funds. It has awarded 2 contracts to 1 companies, with an average value of $2,250 per company.   

Top government vendors:

Company	Federal Contracts	Total Award Amount
AVAILABLE	AVAILABLE	AVAILABLE

The Industry Report on Open-End Investment Funds 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 Open-End Investment Funds 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 - Open-End Investment Funds

The total U.S. market size for the Open-End Investment Funds 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) - Open-End Investment Funds

Financial metrics provide a snapshot view of an "average" company in the Open-End Investment Funds 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 - Open-End Investment Funds

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

Liquidity Ratios - Open-End Investment Funds 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 - Open-End Investment Funds 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 Open-End Investment Funds

Compensation statistics provides an accurate assessment of jobs in the Open-End Investment Funds 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	10%	AVAILABLE Included in Report Order at top of page
Chief executives	1%
General and operations managers	3%
Business and financial operations occupations	34%
Financial analysts	15%
Personal financial advisors	8%
Computer and mathematical science occupations	6%
Sales and related occupations	10%
Securities, commodities, and financial services sales agents	8%
Office and administrative support occupations	32%
Customer service representatives	9%
Office clerks, general	5%

Source: Bureau of Labor Statistics

Companies in Open-End Investment Funds and Adjacent Industries

Company	Address	Key Contact
AVAILABLE	AVAILABLE	AVAILABLE

Public Open-End Investment Funds Company News

Web scan for recent news about publicly traded companies in the Open-End Investment Funds industry.

• BP considering debt financing options: NEW YORK (Reuters) - BP Plc is considering various debt financing options, including bank loans and a corporate bond sale of up to $10 billion to raise liquidity as it covers costs of a huge oil spill, sources familiar with the matter said on Thursday.
• Time to Get Serious About Energy: Raising the price of energy consumption, particularly carbon based energy consumption, is the only thing that will be effective in bringing carbon based energy consumption down.
• Putnam Announces Distribution Rates for Open-End Funds: BOSTON, MA--(Marketwire - 06/17/10) - The Trustees of The Putnam Funds declare the following distributions today. RECORD PAYMENT ------- ------- FUND NAME AND DISTRIBUTIONS DATE DATE ---------------------------------------------------------- ------- ------- Putnam American Government Income Fund - Class B Shares (PAMBX) $0.0400 per share investment income 6/17/10 6/21/10 Putnam American ...
• Maricopa County housing program helps El Mirage couple find home: Maricopa County is moving quickly on federal stimulus housing program.
• German 10% RE Fund Discount Still on Table: BERLIN-The German federal government has not dropped plans to impose a 10% across-the-board valuation discount on open-end property fund portfolios in the framework of new legislation to be proposed before the summer.
• Singapore - Another Hong Kong?: IMPORTANT WARNING: The contents of this report have been compiled in good faith by Investorsoffshore.com to provide assistance to investors, but do not constitute investment advice or recommendations.
• A Common-Sense Approach to Retirement Planning: Harold Evensky discusses his thoughts on retirement planning in Part II of our conversation with the financial-planning guru.
• The Other Financial Crisis: Schools, health services, libraries -- and the salaries that go with them -- are all on the chopping block as states and cities face their worst cash squeeze since the Great Depression
• RMB Funds: China's Got You All Boxed In: Investing in RMB funds will end badly for some investors.
• Putnam Announces Distribution Rates for Open-End Funds: BOSTON, MA--(Marketwire - 06/15/10) - The Trustees of The Putnam Funds declared the following distributions. RECORD PAYMENT -------- -------- FUND NAME AND DISTRIBUTIONS DATE DATE ---------------------------------------------------------- -------- -------- Putnam Diversified Income Trust - Class B Shares (PSIBX) $0.0620 per share investment income 06/15/10 06/21/10 Putnam Diversified Income ...
• How city 'Superwoman' hit a brick wall: She is London's best known, high-flying woman. But Nicola Horlick, nicknamed Superwoman for her ability to juggle the demands of six children while running a multi-million-pound investment firm, has finally been brought down to earth - by her builders.
• Sovereign Funds Unlikely Large Sellers on Greece: Sovereign wealth funds are unlikely to be large sellers of their fixed-income investments in the face of concerns Greeces fiscal crisis may spread to other eurozone nations, said the head of Australias Future Fund.
• Qatars Harrods Purchase May Spark More U.K. Retail Investment: May 10 (Bloomberg) -- Qatar Holding LLCs 1.5 billion-pound ($2.2 billion) purchase of Harrods Ltd. may herald more investment in the industry as foreign buyers take advantage of a consumer-spending revival and a falling pound.
• 'Superwoman' Nicola Horlick's five-year building nightmare: Nicola Horlick, dubbed Superwoman for her ability to juggle the demands of six children while running a multi-million pound investment firm, has finally been brought down to earth - by her builders.
• Certain DWS Closed-End Funds Declare Monthly Distributions: NEW YORK----The DWS closed-end funds listed below announced today regular monthly distributions.

Markets Related to Open-End Investment Funds