Windows into the Mutual Fund Industry

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.

Windows into Asset Management: November 2022      12/1/2022
  On What Matters Most, Active Management’s Relative Advantage Is Growing covers how active assets have become even more valuable in an era of growing passive share. Investor Interest in Intervals Rises as Managers Expand Offerings discusses how assets in the vehicle have boomed as investors seek out high returns of private assets but with higher levels of liquidity. Relentless Global Competition Spans Structures examines the growth of competing investment vehicle through Simfund Total Market.
Windows into Asset Management: August 2022      9/1/2022
  • Is Direct Indexing the Future of the SMA? discusses the extensive interest and hurdles for this tool providing a potential future of mass customization.
• As Thematic Fund Assets Contract, Investors Mostly Stand Still examines the recent surge in demand and decline in assets for disruptive and innovative thematic funds.
• Democratizing Private Alternatives covers new developments in platform availability and acquisition activity that may serve to expand access to privately-offered funds.
Windows into Asset Management: May 2022      5/25/2022
  Swelling AUM, Improved Scale Pushes Asset Manager Profitability Sharply Higher explores the significant boosts in revenue and operating margins experienced across the range of public asset managers. Regulators Grapple with New DC Trends discusses the contrast in how regulators approach new products and styles such as cryptocurrency and ESG within retirement plans. Canadian Product Launches Hit New High examines the product development within the Canadian market with a focus on crypto funds.
Windows into Asset Management February 2022      2/25/2022
  Five Things You Need to Know for the Next Five Years examines key trends over the next half-decade, including the future of ETFs, the distinction between asset and revenue growth, and the future of asset-less asset management. New Paths for the Active ETF discusses how the coming expiration of the patent on the ETF as a share class may interact with other recent innovations for active ETFs, such as semi-transparent funds and mutual fund-to-ETF conversions. Rep Movement in the Pandemic explores the effect of the pandemic on cross-firm and cross-channel movement within the registered representative community.
Windows into Asset Management November 2021      11/19/2021
  Our Five-Year Outlook: AUM Growth Falls to Earth, ETFs Gain Steam covers ISS MI’s projections for long-term industry assets and flows by asset class and vehicle. Following a Successful ETF Launch, What Lies Ahead for Crypto Funds examines the launch of the first Bitcoin ETF in the United States and the coming regulatory and logistical hurdles to more registered crypto funds. New Kids on the Block(chain): Cryptocurrency Funds in Canada reviews recent activity in the Canadian fund market, which created the first registered physically-backed crypto fund.