Executive Insights

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.


Mutual Fund Innovation Watch: July 2014      7/16/2014
  With interest rates still ultra-low and the US undergoing an energy renaissance, investors have been increasingly attracted to investment vehicles that provide diversified and liquid exposure to yield-rich and potentially diversification-enhancing and inflation-hedging energy MLPs, while avoiding the need for K-1 tax reporting. Last year, 1940 Act mutual funds, closed-end funds, ETFs and debt-structure Exchange Traded Notes (ETNs) that focus on energy MLP and related investments recorded an estimated $16 billion in net flows. This edition of Mutual Fund Innovation Watch reviews the growth and product innovation within the Energy MLP-related area and also takes a look at progress within Target-date mutual funds, where net flows totaled $40-50 billion in each calendar year since 2009 and the pace has accelerated recently. In addition, overall first half mutual fund demand trends for the industry are reviewed.
   
Money Management Financial Comparisons 2013      6/18/2014
  This annually published report provides a summary of the financial results of 20 money managers with publicly held equity. The companies included in our survey managed a total of $9.7 trillion at the end of 2013, an increase of 14% from the $8.5 trillion managed at the end of 2012. Aggregate net income was $9.4 trillion in 2013, up substantially from $7.0 billion in the previous year.
   
U.S. Intermediary-Sold Fund Distribution Review Q1'2014      5/9/2014
  This ongoing report series from Strategic Insight provides highlights of mutual fund and ETF distribution trends by channel, based on the intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. This data encompasses asset and net flow information (updated monthly) for roughly $7.8 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels. More information on Simfund Pro, 7.0 can be found here.
   
Distribution of Liquid Alternative Mutual Funds - Assessing Advisors' Growing Demand Across Channels      3/4/2014
  In this report, Strategic Insight analyzes the evolving demand for Alternative mutual funds across various intermediary-sold avenues. While interest in such funds continues to grow, the development and distribution of these non-traditional strategies necessitate careful planning. Nuances in demand across channels and individual distributors can offer insights and guidance around resource allocation for both established Alternative players and new entrants.
   
U.S. Intermediary-Sold Fund Distribution Review 2013      2/13/2014
  This ongoing report series from Strategic Insight provides highlights of mutual fund and ETF distribution trends by channel, based on the intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. This data encompasses asset and net flow information (updated monthly) for roughly $7.5 trillion of open-end stock and bond mutual fund and ETF assets across nearly 800 distributors and nine distribution channels. More information on Simfund Pro, 7.0 can be found here.
   
Mutual Fund Innovation Watch: December 2013      12/11/2013
  This edition of InnovationWatch provides updated summary analysis of industry flow trends, examines the growing appeal of Non-traditional Bond funds, looks at trends in the Natural Resource / MLP and Alternative-US Multistrategy fund areas, and outlines the diverse investment approaches among fast growing managers overall.
   
U.S. Intermediary-Sold Fund Distribution Review Q3'2013      11/19/2013
  This ongoing quarterly report series from Strategic Insight provides highlights of mutual fund and ETF distribution trends by channel, based on the new intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. This data encompasses asset and net flow information (updated monthly) for roughly $7 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels. More information on Simfund Pro, 7.0 can be found here.
   
Mutual Funds and Systemic Risk: The Reassuring Lessons from Past Periods of High Financial Markets Volatility      11/13/2013
  The Office of Financial Research ("OFR") of the Department of U.S. Treasury, at the request of the Financial Stability Oversight Council, prepared a study entitled "Asset Management and Financial Stability" which was published in September. The report raised some concerns about systematic risk triggered by mutual fund redemptions, among other issues. The U.S.'s SEC, as well as the International Organization of Securities Commissions ("IOSCO"), has asked for input on the issues raised by the OFR report.
   
Looking Ahead: Lessons from Taxable Bond Funds' June Redemption Activity Across Distribution Channels      8/27/2013
  Rising interest rates and heightened fixed income market uncertainty in June triggered significant net redemptions from bond mutual funds during the month. The intensity of such outflows, however, differed across both strategy type as well as distribution channel. This report provides perspective on the characteristics of Taxable Bond fund net outflows across distribution channels during June.
   
U.S. Intermediary-Sold Fund Distribution Review Q2'2013      8/1/2013
  This ongoing quarterly report series from Strategic Insight provides highlights of mutual fund and ETF distribution trends by channel, based on the new intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. This data encompasses asset and net flow information (updated monthly) for roughly $7 trillion of open-end stock and bond mutual fund and exchange-traded fund (ETF) assets across over 900 distributors and nine distribution channels.