Executive Insights

Ongoing research commentary on the European, cross-border, Asian, Latin American, and Australian fund industry, putting monthly developments and proprietary Simfund data into the context of the wider business.

  • Mar 12, 2014 ETF Insights: Europe

    As of December 2013 there were almost 1,900 exchange traded funds domiciled in Europe. Total assets have surpassed €300 billion, a 75% increase from 2009. Adoption of ETFs in Europe has so far lagged behind the US, but several developments – including changes in regulation, advisory models, and pr... read more »

  • Feb 05, 2013 Adapting to Fees for Advice: Impact of RDR, MIFID II, and Market Forces

    The shift to a fee-for-advice distribution model is a worldwide trend taking place with or without legislative intervention. This report aims to share learning, facts and opportunities for asset managers from Strategic Insight’s global analysis to help understanding the impact of UK’s RDR and EU’s M... read more »

  • Jan 14, 2013 The U.S. Mutual Fund Marketplace: Evolution, Distribution Structure, Fees, and Compensation Trends

    This 50-page report covers a wide range of issues relating to the evolution of the U.S. mutual fund marketplace. It also offers perspective and potential lessons, based on the U.S. experience, to fund managers, distributors, and regulators of mutual funds outside the U.S. - in particular with regard... read more »

  • Dec 04, 2012 US Market Entry & Expansion Considerations

    This Executive Insight provides prospective entrants into US retail asset management with a broad overview of the mutual fund, sub-advisory, and institutional markets. This introductory paper is designed for non-US asset managers seeking to enter or expand within the US by organic means (as opposed ... read more »

  • Sep 27, 2012 Planning for 2013: Key Issues for the Global Fund Industry

    RDR in the UK and MiFID II in Europe are high on the list of developments affecting asset managers by changing the way funds are selected, packaged, priced, and sold. Next to major regulatory changes, the biggest consideration for asset managers is the enormous demand for income and bonds. This re... read more »

<< Previous 1 2 3 4 5  ... Next >> 

Report Questions?

For information or questions about our published reports, please contact:

Subscription Questions?

For subscription details, please contact a member of our sales team below: