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 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.
   
Windows Into the Mutual Fund Industry February 2018      2/26/2018
  The latest edition of Windows provides insights on key recent trends across a wide spectrum of the fund industry. Among the topics featured in this issue are distribution costs for fund managers, a review of 2017 in the liquid alternatives market, an examination of the ESG market in the U.S., an outlook on the growth of multi-asset funds, and an analysis of target maturity funds in local Europe and cross-border markets.
   
Windows Into the Mutual Fund Industry November 2017      11/30/2017
  The latest edition of Windows provides insights on key recent trends across a wide spectrum of the fund industry. Among the topics featured in this issue are key product development and rationalization trends, an update on liquid alternatives demand, an exploration of new risk-managed ETFs, a look at the state of the variable annuity market, and a review of recently launched products in the cross-border market.
   
Windows Into the Mutual Fund Industry August 2017      9/5/2017
  The latest edition of Windows provides insights on key recent trends across a wide spectrum of the fund industry. Among the topics featured in this issue are share class pricing considerations, liquid alternative fund flows, financial results of publicly held investment management companies, and the use of artificial intelligence in asset management.
   
Windows Into the Mutual Fund Industry May 2017      5/30/2017
  U.S. Funds Review 1Q 2017 examines demand trends and the competitive landscape in the U.S. fund industry. ETF Inflows Remain Strong in Early 2017 details the ongoing growth within the ETF space and includes a breakdown of flows by investment category. More Option Writing Funds Come to Market analyzes the numerous recent launches of funds which employ options as an integral part of their investment strategy. Changing Attributes of Active Fund Demand provides insight into foundational shifts within the advisor-sold marketplace and their effect on active fund performance evaluation. Maturation of the Liquid Alternative Marketplace discusses developments among alternative funds, including obstacles to adoption and the increasing number of funds with three and five year track records. Lower Subadvisory Mandate Activity in 1Q Belies Developments offers an overview of the subadvisory space, including a closer look at subadvised multi-asset funds. Responsible Investment Trends Across Global Markets examines the rapidly expanding demand for ESG funds within European and cross-border markets.