Products January 6, 2011

Client-Value Calculator Comes to Market

Robinson & Associates, a Boise, Idaho-based company that helps advisers with client retention, is introducing the Customer Lifetime Value (CLV) calculator.  
Reported by

The calculator is meant to illustrate how valuable existing clients are, in contrast to the cost of attracting new clients.   

The CLV calculator has six fields that an adviser fills in for one particular client, and the calculator produces the client’s lifetime value.  It also helps advisers compare that value to what it would take to attract a new client.   Access to the tool is free by going to www.rfactorstudy.com.

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“The long-term value of a customer didn’t matter much in the glory days of our economy because there were plenty of clients calling or walking through the door,” said Lydia Baird, director of business development for Robinson & Associates, in an announcement. “[Determining] how to keep clients coming back is a critical step toward going from hoping you will stay in business to knowing that you can grow your practice,” Baird notes.

Products January 6, 2011

Janus Unveils Two Fund Offerings

Janus Capital Group has launched the Janus Global Bond Fund and Janus Emerging Markets Fund.
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Janus Global Bond Fund, launched in December 2010, is co-managed by portfolio managers Gibson Smith and Darrell Watters. According to a press release, it will utilize a process focused on credit-oriented investments around the world; the primary benchmark for Janus Global Bond Fund is Barclays Capital Global Aggregate Bond Index.

Janus Emerging Markets Fund, also launched in December 2010, will invest in emerging market securities and will be benchmarked to the MSCI Emerging Markets Index.  The fund is co-managed by Wahid Chammas and Matt Hochstetler. Chammas, who also serve as co-portfolio managers of Janus Europe Fund, based in London.

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The portfolio managers will invest in securities in emerging market countries. The announcement released today says they seek quality companies with sustainable competitive advantages and high or improving returns on capital.

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