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 February 2016      2/29/2016
  The latest issue of Windows analyzes key industry trends from 2015, and also provides perspective on a number of important tactical and strategic considerations for fund managers into 2016 and beyond.
   
Windows Into the Mutual Fund Industry November 2015      11/30/2015
  The latest issue of Windows studies key investor demand trends during the increased market volatility of Q3’15 and also discusses a number of important considerations which may impact the industry in 2016 and beyond.
   
Windows Into the Mutual Fund Industry August 2015       8/27/2015
  The latest issue of Windows looks back at key trends from the first half of the year and focuses on important product and distribution themes which will carry significance into 2016 and beyond.
   
Windows Into the Mutual Fund Industry May 2015      5/29/2015
  The latest issue of Windows looks back at key trends from early-2015, highlights important ongoing product and distribution developments, and more.
   
Windows Into the Mutual Fund Industry February 2015       2/20/2015
  In this edition: 2014 summaries; distribution highlights; updates on ETFs, liquid 'alts', sociallyresponsible investing, 529 and DC plans; as well as sub-advisory relationships used in liquid 'alts.'