Research Blog

New long-term funds launched across local Europe and cross-border markets during 1Q’18 garnered $42.4 billion in net new flows. In both regions, investors’ demand for new multi-asset products soared…

529 savings plans have continued to reach year-over-year highs, improving across a wide array of metrics. The college savings plan market totaled $321 billion in assets across both 529…

With benefits such as low cost and tax efficiency, it is no surprise that exchange-traded funds have enjoyed large inflows over the last few years in an extended market…

Technology enhancements, shifting adviser business models, platform evolution, and more continue to reshape the intermediary-sold market. Among other imperatives for asset managers, today’s evolving realities demand greater organizational “agility”…

Sector funds have typically been one of the more utilitarian corners of asset management. Providing exposure to a particular industry is a fairly straightforward investment mandate, which is perhaps…

Strategic Insight recently completed its first annual survey of subadviser relationship management teams and published the findings in our Insight—U.S. Subadvisory publication. Among the topics addressed was the top…

In early 2018, a wide range of asset classes and markets have sustained losses amid a spike in market volatility. In February, domestic indicators saw declines as represented by…

The college affordability gap has been widening due to the rising costs of higher education outpacing the savings rate and the ability of families to pay through cash flow….

In numerous European countries, government action and pressure from investors have incited managers to incorporate ESG factors in their strategies, in turn leading to the mainstreaming of socially responsible…

The discussion on active versus passive investing has garnered much attention in the fund industry, and finding ways to mitigate outflows from active funds is no doubt on the…