Quarterly Overview

Subadvisory Quarterly Overview, 2Q 2018 - Webinar      10/3/2018
 
   
Subadvisory Quarterly Overview, 2Q 2018      9/26/2018
  There were $17 billion in mandate change activity in 2Q'18 across unaffiliated subadvisers. This was higher than what we saw in the previous quarter. Open-end fund mandate changes totaled around $11 billion. Variable annuity (VA) mandate change activity picked up to nearly $6 billion.
   
Subadvisory Quarterly Overview, 1Q 2018      5/31/2018
  Mandate change activity in 1Q'18 totaled $13 billion across unaffiliated subadvisers. This was lower than the level of activity in the previous year. Most of the activity concerned open-end fund mandate changes, which totaled nearly $11 billion. There were a little more than $2 billion in variable annuity (VA) mandate changes.
   
Subadvisory Quarterly Overview, 4Q 2017      2/28/2018
  Mandate change activity in 4Q'17 totaled $22 billion across unaffiliated subadvisers. This was slightly higher than the level of activity in the first three quarters of the year. Most of the activity concerned open-end fund mandate changes, which totaled nearly $15 billion. There were a little more than $7 billion in variable annuity (VA) mandate changes.
   
Subadvisory Quarterly Overview, 3Q 2017      12/1/2017
  Mandate change activity in 3Q'17 totaled $17 billion across unaffiliated subadvisers. This was lower but consistent with the level of activity in the first two quarters of the year. Most of the activity concerned open-end fund mandate changes, which totaled nearly $10 billion. There were a little less than $8 billion in variable annuity (VA) mandate changes.