Research Blog

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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Is Market Share Concentration Poised to Rise in the Liquid Alternatives Market?

Alan Hess December 12, 2017

Strategic Insight has periodically examined the extent of asset concentration within alternative mutual funds. Since alternative strategies debuted in the ’40 Act market in 2007 and 2008, the market…

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Can European Alternative UCITS Funds Provide Opportunities in the Context of Disrupting Regulatory Changes?

Julie Martin December 5, 2017

As of September 2017, total AUM held by UCITS Alts in European markets stood at $359 billion. As reflected by this year’s increase in net sales, these structured products may be particularly attractive to investors in a climate of low interest rates. While $25.5 billion were deposited into alternative UCITS funds throughout 2016, the category garnered $37.3 billion year-to-date through September 2017.

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Trends in QDIA Utilization

Matthew Cirillo November 28, 2017

As the defined contribution market evolves, it becomes increasingly fruitful only to those managers with the appropriate solutions to address the ever-emerging themes in the market. Several of the…

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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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