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 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.'
Windows Into the Mutual Fund Industry November 2014      11/18/2014
  In this edition: 3Q'14 summaries for the U.S. and Asia; ETF adoption among financial advisors and elsewhere; an update on Managed Volatility strategies and Target Date funds; and more
Windows Into the Mutual Fund Industry August 2014      8/13/2014
  In this edition: In this edition: 2Q'14 and 1H'14 summaries for the U.S. and globally; the increasing use of institutionally-priced share classes and related developments; ETF progress and EM Debt fund flow rebound; DCIO staffing; Deferred Income Annuities; preferences among DC investors; and IM profitability ratios as observed through the results of publicly-held investment managers.
Windows Into the Mutual Fund Industry May 2014       5/15/2014
  In this edition: Q1'14 summary; insights for distribution opportunities across a range of channels; updates on liquid alternatives distribution and on ETFs in the U.S. and globally; evolving pension regulations in the UK; U.S. DC observations, and more.