Verticals / Payments, wealth & financial services / Funds & trusts
Funds & trusts
1
Companies
with a public disclosure
0
Gave a number
a disclosed NPS
—
Median latest NPS
last 3 years
46
Silent
known companies, nothing published
More companies
Number of entries in brackets.
Silent
Companies we know of in funds & trusts that have published nothing on NPS or retention.
Investment Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Exchange Traded Note
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
Closed-End Fund
ET
Closed-End Fund
Closed-End Fund
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
GA
Closed-End Investment Fund
Fund Administration
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Fund Administration
JH
Closed-End Investment Fund
Closed-End Investment Fund
Closed-End Investment Fund
Equity Fund
Equity Fund
Diversified Equity Fund
Fixed Income Fund
About these figures
Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.
NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.