Cerulli Edge Series: U.S. Monthly Product Trends

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U.S. Monthly Product Trends Overview

This monthly publication provides regular and ongoing coverage of mutual funds and ETFs through the lens of retail third-party distribution in the U.S. It monitors AUM and flows across all asset classes and it offer insights and commentary on product trends.

Edge Issues included with this subscription

The Cerulli Edge is a series of monthly and quarterly publications that provide proprietary research and insight into asset management and distribution trends worldwide.

Issue Topic Subtitle Price
U.S. Monthly Product Trends: Retirement Income Product Issue (2021 - September) U.S. Monthly Product Trends Unlocking the RIAs: How Marketplaces Are Selling Annuities to Fee-Only Advisors

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U.S. Monthly Product Trends: Multi-Asset-Class Strategies Issue (2021 - August) U.S. Monthly Product Trends Multi-Asset-Class Solutions (MACS) Are an Underpinning of OCIOs

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U.S. Monthly Product Trends: ETF and Mutual Fund Trends Issue (2021 - July) U.S. Monthly Product Trends Managers Grapple with Strategic Decisions Amidst Interest in ETFs, Growth in Illiquid Alternatives, and Mass Customization

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U.S. Monthly Product Trends: Retirement Issue (2021 - June) U.S. Monthly Product Trends The Advent of Defined Contribution Advisor Managed Accounts

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U.S. Monthly Product Trends: Distribution Issue (2021 - May) U.S. Monthly Product Trends Expanding Their Offerings

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