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This annual report provides valuable clarity and benchmarking of share class pricing and distribution channel trends within the adviser-sold space, along with 10+ years of historical trending data. It is based on a proprietary SI survey of mutual fund managers, who reported over $700 billion of gross fund sales in 2016.

This year’s analysis focuses on the foundational changes poised to unfold within mutual fund share class structures, and key considerations for fund managers with regard to pricing demand within fee-based and brokerage platforms moving forward. It also provides benchmarking of sales growth across key adviser-sold distribution channels, including breakouts of fee-based platform and the defined contribution investment-only sales.