DataBook 2008

December 14, 2008

The DataBook is a one-stop source for the biggest and best of the financial services industry. The DataBook contains year-end data on investment funds, broker-dealers, life insurance providers, clearing firms, RIAs, DC service providers, 401(k) managers, college savings plans and more.

Top fund groups ranked by U.S.-sourced long-term assets, $ in billions
Top 25 fund companies ranked by U.S. diversified equity assets, $ in billions
25 largest fund companies ranked by average asset-weighted equity returns
The best and worst performers among sector funds - Financial
The best and worst performers among sector funds - Health
The best and worst performers among sector funds - Natural Resources
The best and worst performers among sector funds - Real Estate
The best and worst performers among sector funds - Technology
The best and worst performers among sector funds - Utilities
The best and worst performers among equity funds ranked by style - Large-Cap Growth
The best and worst performers among equity funds ranked by style - Large-Cap Value
The best and worst performers among equity funds ranked by style - Mid-Cap Growth
The best and worst performers among equity funds ranked by style - Mid-Cap Value
The best and worst performers among equity funds ranked by style - Small-Cap Growth
The best and worst performers among equity funds ranked by style - Small-Cap Value
Top international funds ranked by YTD performance
Top 20 real estate funds ranked by 3-year return
25 largest fund companies ranked by average asset-weighted taxable-bond returns
Top 20 socially conscious mutual funds ranked by assets
Assets and net flows by objective
Hedge fund total returns
Top fund firms ranked by average asset-weighted fixed-income returns
Assets and net flows by method of distribution
Asset breakdowns at Big Three
Top investment categories in 3Q net flows
Tax-managed equity and bond funds ranked by assets
Tax-managed funds ranked by YTD performance
Top 25 taxable-bond funds ranked by year-to-date return
Top 25 fund companies ranked by long-term fixed-income assets
Asset breakdowns at the top 20 fund complexes
Top 50 ETFs ranked by 3-year returns
Top 50 exchange traded funds ranked by expense ratio
Top 25 worldwide ETFs ranked by 20-day-average share volume
Derivatives contracts, notional amounts outstanding, all surveyed contracts, $ in billions
Top exchange traded funds ranked by assets
Top exchange traded funds ranked by three-year asset growth
Top 3 ETFs per category, ranked by three-year asset growth
Profiling the industry's largest 401(k) managers
Clearing firms for futures market (not ranked)
U.S. clearing firms ranked by broker-dealer clients
Clearing firms used by the top independent broker-dealers
Top 50 Section 529 college savings plans by net assets
Top independent broker-dealers ranked by first-half gross revenue
InvestmentNews directory of independent broker-dealers
Top 100 U.S. counties ranked by projected 2008 income per capita
Top life insurance companies ranked by direct premiums
Top 25 providers of variable annuities, ranked by assets
Top long term care underwriters ranked by premiums in force
The balance sheet of U.S. households and non-profit organizations, $ in billions
Major trade organizations in financial services
Top separate-account program sponsors ranked by market share
Top open separate-account-consultant program sponsors ranked by assets
Top separate-account-consultant-program asset management groups
Top sponsors of subadvisory separate-account consultant programs
Top 10 metropolitan areas ranked by 3Q single-family-home median sale prices
10 metro areas with most 3Q foreclosure filings
Top 50 fee-only RIAs ranked by discretionary assets

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DataBook 2008