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

Key Forces Shaping the US Mutual Fund Industry
This presentation highlights new research showing evolving distribution trends and share class demand and their implications for Rule 12b-2, National BD platform sales patterns, important product innovations for our industry, and changing investor sentiment.

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Key Trends in US Fund Distribution
A look at US fund distribution, including breakdowns of the fastest-growing channels, analysis of how firms are adapting their share-class pricing strategies, and an in-depth look at sales trends via National Broker-Dealers.

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Initial Observations on Rule 12b-2
Strategic Insight's initial review of the SEC's eagerly-awaited 277-page proposed amendment to Rule 12b-1 suggests sensitivity to many of the concerns raised by marketplace participants. This presentation explores the implications of Rule 12b-2 for the mutual fund industry. SI will be publishing an opinion paper on the topic during October 2010.

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Trends in Mutual Fund Product Innovation
A review of the key drivers of mutual fund product development in the current environment; the appeal post-crisis of “unconstrained” or flexible investment approaches, Global Tactical Asset Allocation, and selectively, Market-Neutral and other non-traditional strategies, and alternative asset classes, as “traditional” asset allocation is reassessed.

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Exotic to Mainstream: Growth of Alternative Mutual Funds
This paper, produced jointly with SEI, provides an overview of the growth of alternative investment strategies in a mutual fund format in the United States and in Europe. The paper examines how retail demand has shifted, and the opportunities and challenges associated with launching and distributing such products.

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Target-Date Fund Demand Trends and Evolution

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Perspectives on ETFs
This presentation provides an overview of the ETF marketplace, the competitive landscape and ETF product development trends. It also examines actively managed ETFs, as well as marketing and distribution considerations for the ETF industry.  

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Global

Trends Shaping the Global Funds Industry
Covering distribution key themes and scorecards, fund selection units post-crisis, back to basics and on/offshore developments, alternative UCITS, global flows and best selling funds, successful vs. blacklisted managers, and case studies.

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Alternative and Hedge Fund Ucits in the Next Decade
Addressing the growth of alternative Ucits funds, with €114 billion in assets across more than a thousand products, which attracted over €30 billion of net flows during 2010. Most of these funds represent hedge style strategies adapted to the growing need for absolute return solutions. Based on a report prepared for the Association of the Luxembourg Fund Industry (ALFI).

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VA

Variable Annuity Industry Overview: Challenges and Opportunities Created by Economic Adversity
This presentation offers a picture of key economic factors that drive the VA business and how the industry has changed since the financial crisis. Included are slides that show short-term and longer-term trends in the movement of equity volatility and interest rates. Also touched on are retirement income trends and two areas of particular interest, standalone living benefits (SALBs) and in-plan guarantees.

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