BISA Quarterly Productivity & Performance Report

The BISA Quarterly Productivity & Performance Report provides a narrative analysis of industry trends based on the data from the Kehrer-LIMRA Monthly Bank Investment Services Program Monitor. [The Monthly Monitor provides bank-by-bank comparisons of 12 measures of bank broker/dealer performance, on a blind basis.] The BISA Quarterly Report aggregates the monthly data every quarter and analyzes trends in.

• broker and licensed banker productivity
• revenue mix of third party and proprietary mutual funds, fixed and variable annuities, and general securities transactions
• revenue penetration, by product line
• profit margin and profit penetration

The BISA Quarterly Report is available free to members of the Bank Insurance and Securities Association.

Contact Heywood Sloane
610-989-9047 or heywoods@ix.netcom.com
www.bisanet.org