Research Blog

The Future of Defined Contribution Plans

Brian O'Keefe July 17, 2018

In the coming weeks, millions of Americans will reconnect with the great American tradition of “summer reading.” For decision makers in the asset management industry, that may include a…

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Liquid Alternatives Come to the Great White North

Alan Hess July 10, 2018

The growth of the liquid alternatives market in the United States began most substantially after the financial crisis of 2008, but other American markets sat out this opportunity. This…

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Insights from New Subadvisory Firms

Chelsea Zhao July 3, 2018

The number of third-party subadvisers managing mutual fund and variable annuity portfolios grew from 648 to 786 between year-end 2012 and April 2018. Those managers have also experienced substantial…

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3 Trends in ABLE Accounts

Paul Curley June 25, 2018

Amidst a broad market of tax-advantaged savings accounts, including 401(k) and 529 plans, ABLE accounts have experienced a strong nationwide debut. ABLE accounts are tax-advantaged savings accounts for certain…

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DOL Fiduciary Rule Post-Mortem: Lasting Changes, Open Questions

Dennis Bowden June 20, 2018

The last nail was likely placed in the proverbial coffin of the DOL’s Conflict of Interest (aka Fiduciary) Rule last week, when the final deadline passed without a government…

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Donor-Advised Funds Attracting Attention

Keith Sjögren June 12, 2018

While donor-advised funds are not new, they are enjoying heightened visibility within the wealth management industry. A donor-advised fund (DAF) is a private account within a private or public…

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Interval Funds on the Rise as Launches of Listed Closed-End Funds Decline

Anthony DiSanzo June 5, 2018

The pace of product development of conventional (i.e. listed) closed-end funds has been decreasing for years. This has coincided with a general slowdown in mutual fund product launches. Interestingly…

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Liquid Alternatives Attracting New Players

Alan Hess May 30, 2018

New managers have continued debuting in the liquid alternatives market, even amidst broader difficulties faced by alternative products. 22 managers have begun managing alternative mutual fund and ETPs between…

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New European Multi-Asset Products Prove Attractive to Investors

Julie Martin May 23, 2018

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…

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Increasing Momentum in 529 Plans

Paul Curley May 15, 2018

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…

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