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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.
Key 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.
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.
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.
Perspectives on ETFs
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 .