Industry Briefings

We encourage our clients to use these presentations, in their entirety or otherwise, internally throughout their respective companies. You may contact us if you need updates.

US


Avi NachmanyKey Forces Shaping the US Mutual Fund Industry
This presentation highlights important trends impacting the U.S. fund industry including investor demand trends, product innovations, and the evolving sentiment of financial advisors.

PowerPoint



Dennis BowdenKey Trends in US Mutual Fund & ETF Distribution
A look at key trends within the US distribution space for both mutual funds and ETFs. Includes breakdowns of the fastest-growing channels, key demand trends across distribution channels (BDs vs. RIAs vs. Bank & Trust, etc.), and perspective on retail vs. institutional use of ETFs.

PowerPoint



Sonia MataTrends in Mutual Fund Product Innovation
A review of the key drivers of mutual fund product development including the appeal of "unconstrained" or flexible investment approaches, Global Tactical Asset Allocation, Alternative Bond, and other non-traditional strategies and alternative asset classes.

PowerPoint



Bridget BeardenOpportunities within Defined Contribution
This presentation features SI's growth outlook for investment only defined contribution and highlights a few key opportunities within the defined contribution marketplace, including open-architecture recordkeepers, target date funds, and specialist advisers.

PowerPoint



Avi NachmanyPerspectives on ETFs

PowerPoint


Sub-Advisory



Tamiko TolandSub-Advisory Market Overview
This presentation offers key trends within both the mutual fund and variable annuity sub-advised marketplaces, active vs. passive sub-advised strategies, key mandate change trends, and top mandate-winning categories and managers .

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