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 November 2016      11/30/2016
  The latest edition of Windows reflects on 2016 trends and looks ahead to key issues which will impact the industry in 2017 and beyond.
   
Windows Into the Mutual Fund Industry August 2016       8/25/2016
  The latest edition of Windows examines key recent trends within product demand and innovation, distribution, pricing, global opportunities, and more
   
Windows Into the Mutual Fund Industry May 2016      5/31/2016
  The latest edition of Windows examines key recent themes within the industry - assessing the impact of important trends today and moving forward.
   
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.