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Sionline's Executive Insights provide timely and informative
commentaries on topics critical to the fund
business. Written by Strategic Insight's
research team, they draw from our published
reports, client work, and observations of
recent trends and news in the industry.
Subscribers can select from the latest
Insights below or from the list
of all Executive Insights.
All reports are in PDF format [download
Acrobat Reader]
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Mutual Fund InnovationWatch: December 2011 |
12/22/2011 |
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Strategic Insight's inaugural edition of InnovationWatch elaborates on a number of themes: Record Flows into Income-Focused Stock Funds, the Rising Appeal of Global Tactical Asset Allocation Strategies, Unconstrained Strategies in the Bond Mutual Fund World, Long-Short Bond Mutual Funds, and trends in the Commodities fund area.
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DC Market Review: Segmentation and Plan Sponsor Relationships |
12/2/2011 |
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Our latest Executive Insight commentary provides a defined contribution market segmentation analysis and details plan sponsor relationships with recordkeepers, financial advisers/consultants, and investment managers. This complimentary and inaugural edition of the Defined Contribution Research Suite leverages the unique and proprietary survey data of our affiliate PLANSPONSOR and seeks to provide asset managers with insight into plan sponsors’ expectation of action over the coming year. |
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Product Innovation in ETFs |
11/28/2011 |
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This report looks at product innovation in the $1 trillion Exchange Traded Fund (ETF) market. At one end of the industry is inexpensive “core” beta, where price competition is a factor. At the other end of the market is the fast-growing collection of “satellite”-type ETFs comprising alternative and non-traditional asset classes and strategies; some of the complex index-tracking ETFs are even blurring the lines between alpha and beta. We expect such “ETFs 2.0” to continue to be the fastest-growing part of the ETF market and to offer the greatest opportunities to new entrants. |
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Perspectives on Redemption Patterns Across Intermediary-Sold Distribution Platforms |
8/10/2011 |
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Our latest Executive Insight report focuses on an area of increasing interest among a growing number of fund firms – redemption patterns and overall asset stability characteristics across intermediary-sold platform types. The rapid expansion of fee-based advisory programs has brought higher redemption rates to broader segments of the market. These trends and their impact on the overall economics of fund distribution play an important role for fund firms in shaping product focus, sales force compensation, and many other aspects of overall distribution strategy. |
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Money Management Financial Comparisons 2010 |
6/22/2011 |
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This annually published report provides a summary of the financial results of 19 money managers with publicly held equity. The companies included in our annual survey managed a total of $7.8 trillion at year-end 2010, up 10% from 2009, and generated aggregate revenues of $34.0 billion. Appended to the body of the report are detailed comparative summary tables and income statements for the surveyed companies. |
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