Research Blog

Alternatives Dispersion in Market Downturns

Alan Hess March 27, 2019

The fourth quarter of 2018 served as a significant period of market loss and investor drawdowns for a wide number of equity and aggressive strategies. December in particular saw…

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529 Plans Grow Amidst Market Volatility

Paul Curley February 20, 2019

Investors deposited a record level of gross contributions into 529 college savings plans with $33 billion in 2018, compared to $29 billion in 2017. Building upon this level of…

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Subadvised Funds Expand to Smaller Asset Classes

Chelsea Zhao January 23, 2019

The 2017 bull market provided an environment in which many investors were comfortable riding the wave through passively managed products rather than active products. Fluctuations in the U.S. stock…

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Blowing the Dust Off of Cash Funds

Anthony DiSanzo December 17, 2018

After a decade in the wilderness, short-term funds have come in from the cold. Money market funds have not historically shown the same levels of product innovation as other…

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Trends in Alternative Sales Behavior

Alan Hess November 29, 2018

September and October proved to be rough months for alternative mutual funds as well as the broader active mutual fund market. Active alternative mutual funds saw outflows of $5.9…

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Growth in College Savings Outside of 529s

Paul Curley October 24, 2018

529s remain the vehicle most strongly associated with college savings, but other structures are playing an increasing role in the market.  According to data from Strategic Insight, 529 college…

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Subadvised Asset Growth Slows, but New Product Demand Appears Steady

Chelsea Zhao October 9, 2018

During a banner year for asset appreciation, mutual fund and variable annuity (VA) assets managed by unaffiliated subadvisers in 2017 grew by 19% and 11%, respectively. This was the…

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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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