Monthly Highlights


Every month we provide a snapshot of fund industry results and developments, using the latest available data from Strategic Insight, which is released roughly three weeks after each month-end

Clients can select from the latest Highlights below or from the list of all Monthly Highlights.


Monthly Highlights: March 2017      4/14/2017
  Long-term mutual funds and ETPs experienced net deposits of $75.4 billion in March, slightly down from the $79.4 billion in net new flows seen in February. Passive strategies accounted for nearly all of March’s net new flows at $75.4 billion (including $44.2 billion to ETPs). Active long-term funds experienced $90 million in net outflows in March and $102 million in outflows over the first quarter.
   
Monthly Highlights: February 2017      3/15/2017
  Long-term mutual funds and ETPs experienced net deposits of $79.4 billion in February, an increase from the $58 billion in net new flows seen in January. Passive strategies continued to lead demand among long-term funds with inflows of $65.6 billion (including $43.5 billion to ETPs). Active long-term funds reversed the aggregate outflows they had experienced in recent months with net deposits of $13.8 billion in February, compared to $13.8 billion in net redemptions in January.
   
Monthly Highlights: January 2017      2/15/2017
  Long-term mutual funds and ETPs experienced net deposits of $58.1 billion in January, a significant improvement over the $5.6 billion in net deposits seen in December. Passive strategies continued to lead demand among long-term funds with inflows of $71.9 billion (including $39.2 billion to ETPs). While actively managed funds experienced aggregate net redemptions of $13.7 billion, these outflows were much less severe than the $63 billion in outflows actively managed long-term funds experienced in December.
   
Monthly Highlights: December 2016      1/18/2017
  Long-term mutual funds and ETPs experienced net redemptions of $1.7 billion in December. Active and passive strategies continued to experience divergent trends in net investments. Passive funds led demand with $62.3 billion of inflows (including $45.7 billion to ETPs), while actively managed funds experienced aggregate net redemptions of $64 billion in December.
   
Monthly Highlights: November 2016      12/15/2016
  Net new investment to long-term mutual funds and ETPs totaled $3.9 billion in November. Active and passive strategies continued to experience divergent trends in net investments. Passive funds led demand with $67.7 billion of inflows (including $49.4 billion to ETPs), while actively managed funds experienced aggregate net redemptions of $63.9 billion in November.