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.
 All reports are in PDF format [download Acrobat Reader]
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Windows Into the Mutual Fund Industry May 2013 |
4/26/2013 |
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In this edition: a revealing discussion of fund distribution by channel (RIAs, NBDs, IBDs, Private Banks, Trust Cos, etc.) - with assets and flows for each. Similarly, using our new data set of $7 trillion of funds and ETFs, another brief compares the use of ETFs and funds by channel, as well as the different adoption pattern of ETFs by institutional vs. retail investors. Other articles update funds and ETF trends, as well as retirement income evolution. We also include mentaries from SI's Canadian division and our FRC team. |
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Windows Into the Mutual Fund Industry February 2013 |
2/6/2013 |
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The latest issue of Windows looks back on 2012 and previews the main themes and development to watch out for in the fund industry in 2013. We review the year in ETFs and delve into volatility exchange traded products. This issue also has reports on Andean pension funds, a review of the Global fund industry, and well as updates on the Australian and Canadian markets. In addition, we provide a roundup of SI's DC research in 2012, predictions for the VA market in 2013, as well a report on sub-advisory mandates and affiliated advisors. This issue also contains an excerpt of SI's landmark study on cost of fund ownership and structure of payments for financial advice. |
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Windows Into the Mutual Fund Industry November 2012 |
12/7/2012 |
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This issue of Windows reviews the main developments in 2012 and looks ahead to SI's research initiatives in 2013. We also survey the recent of wave of active ETF registrations, and SI's Global team provides an update on fund management in Hong Kong.
In addition this issue features articles on multi-managed target date funds; the effect of persistently low rates on insurers; and the questions to consider when trying to win a sub-advisory mandate. |
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Windows Into the Mutual Fund Industry August 2012 |
8/2/2012 |
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This issue of Windows summarizes mutual fund industry developments in the first half of 2012, including updates on ETFs and ex-U.S. funds, and it offers observations from the annual Strategic Insight Fund Trends conference held in June 2012. We also provide an excerpt from our annual study of the profitability of publicly held money management firms; review active ETF launches; and discuss closed-end funds as a response to income demand. In addition, this issue features articles on profitability pressures within the intermediary-sold distribution channel; the growth of DCIO assets; market concentration in the sub-advisory space; and managed volatility portfolios within variable annuities. |
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Windows Into the Mutual Fund Industry May 2012 |
5/7/2012 |
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This issue of "Windows" summarizes mutual fund industry developments in the first quarter of 2012, including trends in US mutual fund net flows. We also examine the ways the Australian fund market is evolving (as we introduce Simfund Australia); growth in the US ETF market; and the rise of select “alternative” mutual fund managers and of “multi-alternative” funds in general. This issue also offers: an excerpt from our annual Fund Sales Survey, with its unrivaled view into distribution channel trends; perspective on lifecycle fund development; a look at trends in NBD wraps; a guest column from Eaton Vance about the firm’s proposed Exchange Traded Managed Fund structure; and thoughts on the potential for advanced life deferred annuities |
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