State of the Industry Insights

In-depth publications focused on evolving opportunities in the global asset management industry.

  • Feb 26, 2016State of The Global Fund Industry

    During 2015, investors around the globe net deposited nearly $900 billion into equity, bond, multi-asset, alternative, and other long-term-mutual funds, despite a slowdown after China's stock market meltdown added to fears of a weakening world economy. Notwithstanding the challenges of the more »

  • Mar 26, 2015 Distribution in Global Asset Management

    As the global mutual fund industry is on track to eclipse $100 trillion by 2030 or earlier, the diverse needs around distribution overall highlight the immense opportunities for a wide range of asset managers, despite growing business complexities. Understanding sales flow patterns into more »

  • Feb 10, 2015 Key Themes for the Global Investment Management Industry in 2015

    2014 was another year of record net inflows for mutual funds around the world, totaling over $1 trillion, with gains driven by engagement with investment funds around persistent demand for bond and income strategies and their promise of lower volatility. Asset allocation solutions including their more »

  • Mar 04, 2014 Year in Review and 2014 Outlook: $1 Trillion of Net Inflows Worldwide as Multiple Rotations Take Hold

    Net flows into funds around the world approached $1 trillion during 2013, similar to the prior year; but allocations changed dramatically as sales rotated away from bond funds and into equity, multi-asset, nontraditional income, absolute return, and alternative strategies. read more »

  • Jun 12, 2013 Emerging Markets: Growth Driver in Global Asset Management

    Emerging market equities and fixed income have been the top cash flow categories in the US and globally in the last three years, with rising exposure to EM in global and international portfolios. As horizon and frontier markets redefine the realm of emerging markets, those growth and “rapid growth more »

  • Feb 28, 2013 Blockbusters, the 1000-100-10 Rule of Distribution, and 2013 Trends

    Investors are allocating greater amounts of capital to fewer managers and even fewer flagship products, or sub-advising to them to distribute white-label solutions. In 2012, the 1% of best-selling blockbusters worldwide gathered an all-time record of $1.2 trillion in net cash flows – this 1% more »

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