Windows into the Mutual Fund Industry

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.



Windows Into the Mutual Fund Industry May 2019      6/3/2019
  Among the topics featured in the May edition of Windows are an examination of costs of intermediary distribution; a discussion of where fee compression is and isn't happening; a look at new active ETF structures; and a review of SI's research event at the ICI General Membership Meeting.
   
Windows Into the Mutual Fund Industry February 2019      2/27/2019
  Among the topics featured in the February edition of Windows are projections for the next five years of the U.S. fund industry; an exploration of robo-advice; a review of alternatives funds in 2018; the rapid changes in the Canadian funds business; and a recap of the last year in global asset management.
   
Windows Into the Mutual Fund Industry November 2018       11/28/2018
  Among the topics featured in the November edition of Windows are product innovation in bond funds; a review of SI's Amplify conference; growth in college savings vehicles outside 529 plans; new product adoption among alternative fund; and the growth of the asset management industry globally.
   
Windows Into the Mutual Fund Industry August 2018      8/27/2018
  Among the topics featured in the August edition of Windows are the increasing institutionalization of share class pricing; an overview of the subadvisory market, and a deeper dive into subadvised alternative funds; asset manager profitability in 2017; and ESG funds in Europe.
   
Windows Into the Mutual Fund Industry May 2018       5/29/2018
  Among the topics featured in the May issue of Windows are profitability across different vehicle structures, recent activity in the high yield bond space, the outlook for the Canadian fund industry, the performance of alternative funds in Q1, and new regulations in Europe.