Research Blog

Competition in College Savings Investment Products

Paul Curley November 14, 2017

529s may be the vehicle that first comes to mind when investors think of college savings vehicles, but they do not account for the entire college savings market. Based…

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Subadvisory Product Development: Boom or Doom?

Chelsea Zhao November 8, 2017

In recent years, fund managers across the mutual fund and variable annuity industry have become more cautious in launching new products (especially actively-managed funds), stemming from uncertainty surrounding the…

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Can Automating “Rainy Day” Savings Lead to a More Effective 401(k)?

Matthew Cirillo October 31, 2017

In line with the increasingly popular theme of overall financial wellness, plan sponsors have taken a more active role over the past decade in helping participants achieve retirement readiness….

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Exchange-Traded Values

Anthony Disanzo October 24, 2017

With ESG investing generating lots of buzz around the fund industry, it was inevitable that ETFs would want to get in on the act. While overall asset levels in…

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Smart Beta ETFs: Continued Growth but Speed Bumps Ahead?

Dennis Bowden October 17, 2017

Amid a challenging environment for new product development within active mutual funds over recent years, fundamental index (i.e. smart beta) ETFs have been an area of rapid new fund…

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Key Takeaways from the 2017 MMI Conference

Alan Hess October 10, 2017

This past week, Money Management Institute celebrated its 20th Anniversary with its annual conference in Chicago, expanding the conference to three days to cover the multitudes of issues facing…

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The Future of the European Single Market in the Context of MiFID II

Julie Martin October 5, 2017

Despite a one-year delay, the second Markets in Financial Instruments Directive (MiFID II) is finally set to come into effect on January 3, 2018. The new regulation aims to…

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Three Themes from the FRA Sub-Advised Forum

Jeff Strange September 26, 2017

Analysts from Strategic Insight attended FRA’s 24th Annual Sub-Advised Forum in Boston a couple weeks ago. There were many salient topics of discussion throughout the event, but there were…

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529s and Comprehensive Financial Wellness

Paul Curley September 18, 2017

This past July, Dimensional Fund Advisors held the Defined Contribution Annual Conference in Chicago. Among the topics discussed was a panel on “Comprehensive Financial Wellness.” Those who do not…

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How Subadvisory Funds Respond to Fee Pressure

Chelsea Zhao September 12, 2017

Fee pressure has been a popular topic of discussion in the fund industry, as relatively cheaper beta products have gained market share and regulation has increased cost sensitivity. Subadviser…

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