Research Blog

How Long Can ETFs Post Inflows Like Clockwork?

Anthony DiSanzo September 18, 2018

Exchange-traded funds have transformed the asset management industry, and at times in the last few years, it seemed that the gusher of money flowing into ETFs would never end….

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Investor Behavior within Emerging Market Equity

Alan Hess September 11, 2018

Volatility has affected wide swaths of the asset management industry throughout 2018. International markets have been particularly affected by global trade wars, and emerging markets have experienced even further…

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Active ETFs: Is a Tipping Point on the Horizon?

Dennis Bowden September 6, 2018

Future game-changers or over-hyped? Opinions on actively managed exchange traded structures run the gamut. They remain, however, one of the most discussed topics across the industry (including recent news…

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529 College Savings Plans Reach New Highs

Paul Curley August 20, 2018

The second quarter of 2018 marked another high point for 529 plans. The college savings plan market totaled $329 billion in assets across both 529 savings and prepaid plans…

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Is the Asset Management Industry Becoming More Consolidated?

Chelsea Zhao August 14, 2018

Asset managers’ profit margins have faced a number of headwinds, including competition from passive products and fee pressure. In addition, an ever-changing regulatory environment has in ways required fund companies…

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Asset Management Profitability in 2017

Anthony DiSanzo July 30, 2018

Strategic Insight recently released its annual report on asset manager profitability, Money Manager Financial Comparisons. This study has been published every year since 1988. The latest edition analyzes the…

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Socially Responsible Investing in the U.S.: Farther from Myth and Closer to Reality

Julie Martin July 24, 2018

A little over a year ago, we were wondering whether the rise in demand for socially conscious investing in the United States could eventually result in the widespread adoption…

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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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