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Windows
into the Mutual Fund Industry
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A monthly online and print newsletter written by SI analysts, based on the firm’s data-based research, covering the key 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: February 2008 |
2/23/2008 |
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Our latest Windows edition is a forward-looking annual review of some key developments in 2007. Besides summarizing fast growing investment segments, managers, and new funds, we look at trends in the assembled advice area (funds-of-funds, lifecycle funds, retirement income FoFs) and in the ETF and closed-end fund businesses. We also discuss the persistent industry shift towards an asset-based fee model and away from point-of-sales compensation; provide a summary of our study on the benchmarking of the management fees of sub-advised funds is included; and recap trends in Asia and Europe. |
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Windows into the Mutual Fund Industry: August 2007 |
8/9/2007 |
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Besides providing a first half update, this issue of Windows, discusses mutual fund industry fee and expense trends and touches on industry innovations and breakthroughs in the areas of peer selection/benchmarking and new product development (in closed-end funds, funds-of-funds, and VA guaranteed income solutions), and outside the US, in the form of expanding growth in Asia-domiciled funds.
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Windows into the Mutual Fund Industry: February 2007 |
2/22/2007 |
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This expanded Windows edition is a forward-looking annual review of some key developments in 2006. Besides summarizing the fastest growing investment segments, managers, and new funds, the report discusses Fund Selection Units, ETFs, Funds-of-Funds, and why high demand for International Funds is likely to persist. Opportunities in Asia and Europe, VA industry trends, and summaries of SI’s fee and expense and trustees-centered research published in 2006 are also provided. |
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Windows Into the Mutual Fund Industry: November 2006 |
11/30/2006 |
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Worldwide, mutual fund flows could reach nearly $1 trillion in 2006. The Novemer 2006 issue of Windows captures some key themes we have observed within our industry lately. Segment discussions focus on the fastest growing fund managers this year, recent developments in the lifecycle fund arena, the potential of Europe-focused funds, components of fees within the rapidly growing international equity fund sector, highlights of growth opportunities in Asia and Europe, and how the VA industry is collaboratively redefining itself even more as a retirement income industry.
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Windows Into the Mutual Fund Industry: August 2006 |
8/31/2006 |
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This Windows report provides industry updates and highlights some themes to consider in your planning for 2007.
Among the topics discussed are: our new sales forecast for the coming year; 401(k) plan asset allocation; fund share class transitions; and the potential for use of ETFs within VAs. A guest column examines fund “adoption” and “absorption” strategies, industry forces driving these strategies and post-adoption performance results. Beyond the U.S., we discuss funds flows in Asia, focusing in particular on funds-of-funds in Japan, and look at new product development in Europe.
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