Research Blog

Recent Developments Show Move Toward New Avenues for Asset Allocation Expertise

Jeff Strange March 13, 2018

As many adviser practices focus more on planning and less on investment selection, there is a building demand for portfolio construction. Asset managers have subsequently sought to differentiate themselves…

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Fund Managers Catch Bitcoin Fever

Anthony DiSanzo March 5, 2018

It is rare for a financial instrument to capture the public’s attention like cryptocurrencies have in the last few months. With digital coins like bitcoin making news (good or…

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Insights from Recent Market Disruption: Lessons Reinforced, Future Demand Clues

Dennis Bowden February 28, 2018

Periods of market shock, such as the one experienced a few weeks ago, are always sure to re-ignite the age-old discussion of mutual fund investors’ response to sudden price…

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3 Challenges and Opportunities for Alternatives in Market Volatility

Alan Hess February 21, 2018

The market volatility of early February has renewed investor focus on non-traditional and alternative strategies. Alternative providers must frequently contend with the fact that these renewed bouts of interest…

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Is Hong Kong on the Path to Becoming a Leading Global Cross-Border Fund Hub?

Julie Martin February 13, 2018

Partly due to recent efforts to expand the market’s cross-border business, including burgeoning mutual fund recognition (MRF) agreements, Hong Kong may well have become a possible candidate as future…

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Are Multi-Managed Funds the Answer to Subadvisers’ Growth?

Chelsea Zhao February 7, 2018

In 2017, mutual fund and variable annuity assets managed by third-party subadvisers utilizing active strategies experienced 14% overall growth. Active subadvised mutual funds outpaced active mutual fund growth overall…

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529 Product Development Implications of Tax Reform

Paul Curley January 29, 2018

On December 22, 2017, the president signed the Tax Cuts and Jobs Act (H.R. 1). Among the act’s sweeping changes were a number of consequences for the college savings…

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Is There Fuel Left in the Tank after Year of Huge Flows?

Jeff Strange January 23, 2018

“Melt-up” has become one of the most popular terms in the financial press during the opening weeks of 2018. The term is being used to categorize a stage of…

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Vanguard and the Evolution of Smart Beta

Anthony DiSanzo January 16, 2018

It’s not often that Vanguard makes news on the product development front, as the company is typically more concerned with its low cost mission than with launching new funds….

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Three Key Strategic Considerations for Fund Managers in 2018 and Beyond

Dennis Bowden January 10, 2018

Change continues to unfold at a rapid pace within the U.S. fund market, carrying wide-ranging implications for firms’ product, distribution and overall organizational strategies. The secular nature of today’s…

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