Presentations

Below are the presentations given by Strategic Insight personnel at SIFFC 2010. Click on the title to download the PDF:

Mutual Fund Product Innovation Trends: Beyond Traditional Strategies

A look at the recent growth of global tactical allocation funds, market neutral funds, and other non-traditional open-end mutual funds, and the factors behind this growth.

Sonia Mata, Senior Research Analyst, Strategic Insight

 Fund Share Classes in the Wake of Rule 12b-2

A dive into the SEC’s proposed changes to 12b-1 fees, including their potential impact in the future and trends in fund share class usage.  

Avi Nachmany, Executive VP, Director of Research, Strategic Insight

The Next Wave of ETFs

Surveying the ETF innovation landscape, including strategy-based ETFs, actively managed ETFs, and considerations for entering the ETF market.  

Loren Fox, Senior Research Analyst, Strategic Insight