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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 important trends impacting the U.S. fund industry – including investor demand trends, product innovations, and the evolving sentiment of financial advisors.
PowerPoint
 Key Trends in US Fund 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. This presentation also examines important trends within fee-based programs and how firms are adapting their share-class pricing strategies.
PowerPoint
 Trends 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
 Opportunities 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
Perspectives on ETFs
PowerPoint
Global
 Trends Shaping the Global Funds Industry
Covering key investor demand trends globally, on/offshore developments, alternative UCITS, the globalization of product development, global distribution considerations, and top-selling funds.
PowerPoint
Sub-Advisory
 Sub-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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