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SI’s Windows is a monthly online and print newsletter written by SI analysts, based on the firm’s data-based research, covering the key areas of the US and global mutual fund industry.
View Windows Into the Mutual Fund Industry August 2010
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.
Windows into the Mutual Fund Industry Archive |
