We would like to hear from you!

Voornaam, you are among a select group of financial services professionals invited to share your insights on mutual fund fee compression. Regulatory scrutiny, investor demand for lower-cost share classes, and a willingness to move to new investment vehicles have contributed to fee compression thus far—but can investors expect continued fee reductions?  

You were specifically chosen for this exclusive, invitation-only panel, so please respond quickly as the results will be published in an upcoming Cerulli Report. Rest assured your name and firm will remain anonymous.

We appreciate your time and attention, and as a thank you for your participation the first 25 qualified respondents from this email will receive a $10 Starbucks Gift Card! Plus all qualified respondents will receive a complimentary copy of Cerulli Associates' recent report Active Managers Confront Fee Compression, analyzing monthly mutual fund and ETF data as of June 2021.

Thank you in advance.

Cordially,
Tierney Roland, Digital Marketing Manager
WealthManagement.com