Strategic Insight National Conference


General Inquiries:
Loren Fox
Sr. Research Analyst
Strategic Insight
Tel: +1 212-944-4460
lfox@sionline.com

Sponsorship Information:
Allana Burke
Business Development
Strategic Insight
Tel: +1 (917) 664-3507
aburke@sionline.com

 

SIFT thanks its sponsors:

BNY Mellon Asset Servicing

Brown Brothers Harriman

Gemini Fund Services, LLC

Ignites Asia

US Bancorp Fund Services, LLC

 

 

 

Strategic Insight
Fund Trends Conference 2011

June 27-28, 2011
Pier 60, Chelsea Piers
New York, NY


About | Agenda | Speakers | Venue | Presentations | Photos | Video Highlights Add to calendar


Presentations

Below are the presentations given by Strategic Insight personnel at SIFT 2011. Click on the title to download the PDF:


Key Forces Shaping Fund DistributionKey Forces Shaping Fund Distribution

Surveying fund distribution trends among channels, with a focus on changes in sales patterns within NBD wrap programs.

Dennis Bowden, Senior Research Analyst, Strategic Insight

 

 

The Future of Mutual Funds: Rule 12b-2, Demand for Stock and Bond Funds, Secular Trends vs. Cyclical Post-Crisis Attitudes The Future of Mutual Funds: Rule 12b-2, Demand for Stock and Bond Funds, Secular Trends vs. Cyclical Post-Crisis Attitudes

A dive into share class usage trends and the SEC's proposed changes to 12b-1 fees, as well as fund demand and the secular nature of certain trends.

Avi Nachmany, Executive VP, Director of Research, Strategic Insight

 


Mutual Fund Product Innovation Trends: More Global, Flexible "Solutions" and Other Non-Traditional Strategies Mutual Fund Product Innovation Trends: More Global, Flexible "Solutions" and Other Non-Traditional Strategies

A look at the recent growth of global tactical allocation funds, unconstrained equity and bond funds, and other non-traditional open-end mutual funds.

Sonia Mata, Senior Research Analyst, Strategic Insight