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 the Mutual Fund Industry March 2020      3/4/2020
  The March edition of Windows includes a forecast for asset managers, an exploration of the consequences of distributor consolidation, a look at 2019 for liquid alternatives, and the leading ESG markets and strategies within Europe.
   
Windows into the Mutual Fund Industry November 2019      12/17/2019
  Among the topics featured in the November edition of Windows are an examination of SMA trends, a discussion of growing income inequality, an exploration of smart beta products, and a look at changing ownership structures in China fund management.
   
Windows into the Mutual Fund Industry August 2019      9/4/2019
  Among the topics featured in the August edition of Windows are trends in share class pricing, a focus on asset management profitability, a discussion of organic versus asset growth, a look at new international equity product development, and a review of increasing industry concentration.
   
Windows Into the Mutual Fund Industry May 2019      6/3/2019
  Among the topics featured in the May edition of Windows are an examination of costs of intermediary distribution; a discussion of where fee compression is and isn't happening; a look at new active ETF structures; and a review of SI's research event at the ICI General Membership Meeting.
   
Windows Into the Mutual Fund Industry February 2019      2/27/2019
  Among the topics featured in the February edition of Windows are projections for the next five years of the U.S. fund industry; an exploration of robo-advice; a review of alternatives funds in 2018; the rapid changes in the Canadian funds business; and a recap of the last year in global asset management.