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Windows
into the Mutual Fund Industry
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A periodic online and print newsletter written by SI analysts, based on the firm’s data-based research, covering areas of the US and global mutual fund industry.
Clients can select from the latest Windows below or from the list of all Windows.
 All reports are in PDF format [download Acrobat Reader]
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Windows Into the Mutual Fund Industry November 2011 |
11/10/2011 |
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This issue of "Windows" summarizes mutual fund industry developments in the third quarter and first nine months of 2011, including the effect on net flows from recent market volatility. We also provide an excerpt from our recent joint report with the European Fund and Asset Management Association (EFAMA) examining fund fees in Europe; and an excerpt from our recent report on the variety of redemption patterns across BD platforms. This issue also: offers a survey-based perspective on what global asset holders want from investment managers; looks at ETF innovation; gives updates on Fund-of-funds excluding lifecycle programs, and on retirement share classes; presents our thoughts on the EU’s Solvency II; and suggests ways to use Simfund for wider views of global asset managers. |
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Windows Into the Mutual Fund Industry August 2011 |
7/29/2011 |
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This issue of “Windows” summarizes mutual fund industry developments in the first half and second quarter of 2011, including the names of the 60 individuals selected as the Strategic Insight Visionaries of the Modern Era of the Mutual Fund Industry (to be honored at our 25th Anniversary Gala on Nov. 7). We also provide an excerpt from our annual study of the profitability of publicly held money management firms; we look at the growth of Natural Resources funds, driven by performance and diversification, and at successful post-crisis mutual fund launches. This issue also: provides insights into the Latin American mutual fund market; probes sales trends within national broker-dealers (based in part on our quarterly report series); offers our thoughts on Rule 12b-2; updates developments in the US ETF industry; and discusses hedging in the variable annuity industry. |
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Windows Into the Mutual Fund Industry May 2011 |
5/3/2011 |
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This issue of “Windows” summarizes mutual fund industry developments in the first quarter of 2011, including a rebound in demands for US Equity funds. We also provide an excerpt of the SI 2010 Fund Sales Survey, examining the growth of No Load shares; and we also look at ETF growth in National Broker Dealer wraps, based on our new in-depth study on how financial advisors use ETFs. This edition also: examines changes in sales trends within national broker-dealers (based in part on our quarterly report series); probes how fund managers view the potential of Asia; looks at some key trends driving mutual fund product innovation post-crisis; updates developments in the US ETF industry; and gives snapshots of the variable annuity industry overseas. |
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Windows Into the Mutual Fund Industry February 2011 |
2/17/2011 |
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This issue of “Windows” summarizes mutual fund industry developments in 2010, including the continued popularity of international/global equity funds and the slowdown in demand for bond funds. We provide an excerpt of our recent 45-page report that looks at themes in investment preferences in bond and equity funds for 2011, and we offer a brief overview of the nearly $1 trillion Australian mutual fund market based in part on research from SI’s new Australian affiliate. This edition also: examines changes in sales trends within national broker-dealers (based in part on our quarterly report series); lays out several metatrends that will affect the European and Asian fund industries this year and beyond; looks at retirement income efforts targeting the rollover IRA market; and examines the growth of ETFs, which topped $1 trillion in US assets for the first time. |
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Windows Into the Mutual Fund Industry November 2010 |
11/9/2010 |
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This issue of “Windows” reviews mutual fund industry developments in the third quarter and first nine months of 2010, including the continued popularity of bond funds. We discuss the rising interest in emerging markets equity funds, the uptick in risk appetite evidenced by US ETF investors, and the return of IPO activity to the closed-end funds sector. This edition also: examines changes in commission-based fund sales versus fee-based fund sales within national broker-dealers (based in part on our quarterly report series); excerpts our new report on successful practices in global fund distribution; provides a look at fees in the growing field of subadvised funds; scrutinizes the slow uptake of standalone living benefits products; and summarizes some key observations from the SI Future of Funds Conference in October.
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