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The company had over $247 billion in assets under management across approximately 100 funds as of mid 2004.
Sales & marketing was an extremely important function for Evergreen due to the competitive nature of the mutual fund industry. It was important for the company to be able to market a fund efficiently as thousands of similar types of funds existed. Effective Sales pitch and face to face interaction was therefore very important.
The sales agents of the company also known as “Wholesalers” were the ones interacting with investment professionals and marketing the Evergreen products. They were upto date in terms of industry news etc...
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