Mutual funds marketing: a hybrid review and framework development
International Journal of Bank Marketing
ISSN: 0265-2323
Article publication date: 25 August 2023
Issue publication date: 1 December 2023
Abstract
Purpose
This study examines current dynamics, consolidates current knowledge, elicits trends, identifies and analyzes primary research clusters, and offers future research directions for mutual fund marketing.
Design/methodology/approach
Using bibliographic information from the SCOPUS database, this study used sequential bibliometric (143 documents) and content analyses (37 documents). Bibliometric analysis aids descriptive analysis and science mapping, while content analysis facilitates identifying and analyzing research clusters and provides future research directions.
Findings
The study identifies publication trends, the most relevant authors, and journal articles and unveils the knowledge structures of the field. Analysis of bibliographic coupling reveals the following significant clusters: (1) socially responsible investing and investor preferences, (2) investor factors and traits and investment decisions; (3) external factors, mutual funds' performance and proxy information; (4) the role of disclosures and ratings in shaping investment choices, and (5) cognitive biases, information processing errors and investor behavior. Finally, it offers future research directions.
Research limitations/implications
Using different databases, bibliometric analysis tools, study periods or article screening criteria for the study might yield different results. However, this study's significant findings are robust to such alternatives.
Practical implications
This study summarizes primary clusters and identifies gaps in the current literature, which helps scholars, practitioners, regulators and policymakers understand the nuances of mutual funds marketing. Future studies may focus on the role of online and offline integration, using neuroscience for data m and contemporary investment behavior models.
Originality/value
This is the first study to apply a two-stage sequential hybrid review of articles published over the last decade in high-quality journals, enabling an analysis of the depth and breadth of mutual funds marketing research.
Keywords
Citation
Thakker, N., Kalro, H., Joshipura, M. and Mishra, P. (2023), "Mutual funds marketing: a hybrid review and framework development", International Journal of Bank Marketing, Vol. 41 No. 7, pp. 1803-1828. https://doi.org/10.1108/IJBM-04-2023-0237
Publisher
:Emerald Publishing Limited
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