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Windows
into the Mutual Fund Industry
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A periodic online and print newsletter written by SI analysts, based on the firm’s data-based research, covering areas of the US and global mutual fund industry.
Clients can select from the latest Windows below or from the list of all Windows.
 All reports are in PDF format [download Acrobat Reader]
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Windows Into the Mutual Fund Industry August 2010 |
8/6/2010 |
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This issue of “Windows” reviews mutual fund industry developments in the first half and 2Q of 2010, including a pullback in equity-fund demand. We discuss US ETFs, shifts in the US funds-of-funds landscape, and the use of TIPS in variable annuities. This edition also: updates national broker-dealer sales trends for Q1 2010 (from our quarterly report series); excerpts our new report on US intermediary-based fund sales; previews our upcoming report on global fund distribution, incorporating input from distributors; offers initial thoughts on Rule 12b-2; weighs in on money managers’ 2009 financial results; looks at small shareholder accounts; and summarizes some key observations from the SI National Conference in June. |
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Windows Into the Mutual Fund Industry May 2010 |
4/29/2010 |
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This issue of “Windows” reviews mutual fund industry developments in the first quarter of 2010, including the appeal of US bond funds and a potential rebound for equity funds. We discuss the success of “alternative” open-end mutual funds in the US, and also provide an excerpt from our new study on alternative UCITS funds in Europe. We provide an update on Q4 national broker-dealer sales trends from our quarterly report series on the topic, offer the latest on the ETF marketplace and the emerging field of actively managed ETFs, and weigh in on retirement income strategy and “ICI Confidential” data. |
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Windows Into the Mutual Fund Industry February 2010 |
2/14/2010 |
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This issue of “Windows” reviews mutual fund industry developments in 2009, including the appeal of US bond funds and emerging markets funds. We discuss US and international products, the evolution of the ETF marketplace, and the rising interest in “alternative” open-end mutual funds. Given the record flows into bond funds, we also weigh in on bond fund redemption patterns, and we highlight some fund changes from SimfundFiling, and we offer some new ways to think about the retirement income opportunity. |
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Windows Into the Mutual Fund Industry December 2009 |
12/14/2009 |
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This issue of “Windows” reviews the first 10 months of 2009, including the record pace of inflows into US bond funds, as well as several product- and distribution-related topics of long-term interest. We discuss US and international funds, the continuing growth of the ETF market, recent developments in lifecycle funds, a new focus on RIAs in the VA space, and key themes in successful new funds. We also preview the latest installment of our report series on national broker-dealer distribution, discuss the rebound in closed-end funds, offer a guest column on sustainable investing, and recap some highlights from our November ‘SI Forum’ client conference. |
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Windows into the Mutual Fund Industry: September 2009 |
9/18/2009 |
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This issue of “Windows” reviews the first half of 2009, as well as several product- and distribution-related topics of long-term interest. We discuss US and international funds, recent developments in lifecycle funds, fund fees and profitability, the broadening of the ETF marketplace, and the mood in the VA space. We also preview our new report series on national broker-dealer distribution, address financing of B and C shares, offer guest columns based on presentations from our July ‘SI Forum’ client conference, and explain some of the processes behind the Simfund flow data that is at the core of SI research. |
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