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: 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.
Windows into Asset Management August 2021      8/26/2021
  The August 2021 edition of Windows into Asset Management covers mutual fund to ETF conversions, growth in inflation-focused funds, and a boom in the active ETF market.
Windows into Asset Management May 2021      5/27/2021
  This edition of Windows into Asset Management discusses asset manager profitability in 2020, a surge in equity ETF flows, ESG changes made to existing lineups, and record-setting levels of demand in Canadian funds.