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 Asset Management August 2020      8/28/2020
  The August edition of Windows includes an exploration of challenges ahead for ESG strategies, the prospects for semi-transparent active ETFs, the growth in non-traditional strategies in 2020, and a review of key international markets.
   
Windows into Asset Management June 2020      6/2/2020
  The June edition of Windows includes an exploration of growth of money market funds, a look at performance for select categories during the height of the market down, an overview of recent sub-advisory mandate wins, and a review of profitability for public asset managers.
   
Windows into the Mutual Fund Industry March 2020      3/4/2020
  The March edition of Windows includes a forecast for asset managers, an exploration of the consequences of distributor consolidation, a look at 2019 for liquid alternatives, and the leading ESG markets and strategies within Europe.
   
Windows into the Mutual Fund Industry November 2019      12/17/2019
  Among the topics featured in the November edition of Windows are an examination of SMA trends, a discussion of growing income inequality, an exploration of smart beta products, and a look at changing ownership structures in China fund management.
   
Windows into the Mutual Fund Industry August 2019      9/4/2019
  Among the topics featured in the August edition of Windows are trends in share class pricing, a focus on asset management profitability, a discussion of organic versus asset growth, a look at new international equity product development, and a review of increasing industry concentration.