Presentations

Below are the presentations given by Strategic Insight personnel at SIFT 2011. Click on the title to download the PDF:

Key Forces Shaping Fund Distribution

Surveying fund distribution trends among channels, with a focus on changes in sales patterns within NBD wrap programs.

Dennis Bowden, Senior Research Analyst, Strategic Insight

The Future of Mutual Funds: Rule 12b-2, Demand for Stock and Bond Funds, Secular Trends vs. Cyclical Post-Crisis Attitudes

A dive into share class usage trends and the SEC's proposed changes to 12b-1 fees, as well as fund demand and the secular nature of certain trends.

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

Mutual Fund Product Innovation Trends: More Global, Flexible "Solutions" and Other Non-Traditional Strategies

A look at the recent growth of global tactical allocation funds, unconstrained equity and bond funds, and other non-traditional open-end mutual funds.

Sonia Mata, Senior Research Analyst, Strategic Insight