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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| U.S. Monthly Product Trends: Alternatives Investments Issue (2021 - April) | U.S. Monthly Product Trends | To Reignite Distribution, Alternative Investment Managers Have to Match Attractive Strategies with Liquidity and Performance |
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| U.S. Monthly Product Trends: Direct Indexing/ Customization Issue (2021 - March) | U.S. Monthly Product Trends | Direct Indexing Moves Downmarket |
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| U.S. Monthly Product Trends: Institutional Trends Issue (2021 - February) | U.S. Monthly Product Trends | Capturing CIT Marketshare Growth: The Pursuit of Seed Investors in the Product Development Process |
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| U.S. Monthly Product Trends: 2021 Outlook Issue (2021 - January) | U.S. Monthly Product Trends | ETFs Sizzle into New Year as Markets Rise and Mutual Fund Firms Seek Entry |
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| U.S. Monthly Product Trends: Intermediary Distribution Issue (2020 - December) | U.S. Monthly Product Trends | Renegotiating Terms |
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| U.S. Monthly Product Trends: Outcome Orientation Issue (2020 - November) | U.S. Monthly Product Trends | “Focusing on the Cake” |
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| U.S. Monthly Product Trends: Defined Contribution Issue (2020 - October) | U.S. Monthly Product Trends | Challenges to ESG Investing Within Defined Contribution Plans |
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| U.S. Monthly Product Trends: Fixed-Income Trends Issue (2020 - September) | U.S. Monthly Product Trends | Fixed-Income ETFs—Institutional Adoption on the Rise |
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| U.S. Monthly Product Trends: Separate Account Trends Issue (2020 - August) | U.S. Monthly Product Trends | Direct Indexing Moves Downmarket |
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| U.S. Monthly Product Trends: Institutional Investor COVID-19 Update Issue (2020 - July) | U.S. Monthly Product Trends | Asset Managers Provide Solutions to the Multitude of Challenges Institutions Face |
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| U.S. Monthly Product Trends: Asset Class and Vehicle Update Issue (2020 - June) | U.S. Monthly Product Trends | Analyzing Active Equity Mutual Fund Flows |
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| U.S. Monthly Product Trends: Retail Product Trends Issue (2020 - May) | U.S. Monthly Product Trends | As Asset Managers Target Retail Channels for Alternatives Allocations, Interval Funds Take Center Stage |
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| U.S. Monthly Product Trends: 1Q 2020 in Review Issue (2020 - April) | U.S. Monthly Product Trends | Making Sense of a Tumultuous Month for Asset Managers |
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| U.S. Monthly Product Trends: The Platform Issue (2020 - March) | U.S. Monthly Product Trends | Loss of NTF Programs Resets the ETF Distribution Landscape |
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| U.S. Monthly Product Trends: Institutional Alternative Investment Use (2020 - February) | U.S. Monthly Product Trends | Health and Hospital Systems’ Use of Alternative Asset Classes |
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| U.S. Monthly Product Trends: Year in Review (2020 - January) | U.S. Monthly Product Trends | Mutual Funds in 2020 and Beyond |
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| U.S. Monthly Product Trends: Target-Date Funds (2019 - December) | U.S. Monthly Product Trends | The Next Generation of Retirement Plan Default Investments |
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| U.S. Monthly Product Trends: Mass Customization (2019 - November) | U.S. Monthly Product Trends | What’s Old Is New Again |
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| U.S. Monthly Product Trends: Product Rationalization (2019 - October) | U.S. Monthly Product Trends | Prioritizing Product Rationalization |
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| U.S. Monthly Product Trends: Distribution (2019 - September) | U.S. Monthly Product Trends | Need for Alternative Investments Presents Retail Distribution Opportunity |
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| U.S. Monthly Product Trends: Institutional Asset Management (2019 - August) | U.S. Monthly Product Trends | Asset Managers to Institutions: Go Global! |
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| U.S. Monthly Product Trends: Asset Allocation Models (2019 - July) | U.S. Monthly Product Trends | Understanding the Asset Allocation Model Landscape |
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| U.S. Monthly Product Trends: Closing the Coverage Gap (2019 - June) | U.S. Monthly Product Trends | Reviewing the State-Sponsored Retirement Plan Landscape |
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| U.S. Monthly Product Trends: Environmental, Social, and Governance (2019 - May) | U.S. Monthly Product Trends | ESG Investing: A Symbiotic Relationship |
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| U.S. Monthly Product Trends: Future of Investment Product (2019 - April) | U.S. Monthly Product Trends | Future of Investment Product |
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| U.S. Monthly Product Trends: Portfolio Construction (2019 - March) | U.S. Monthly Product Trends | Portfolio Construction |
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| U.S. Monthly Product Trends: Institutional Investor Vehicle Use (2019 - February) | U.S. Monthly Product Trends | Institutional Investor Vehicle Use |
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| U.S. Monthly Product Trends: Year in Review (2019 - January) | U.S. Monthly Product Trends | Year in Review |
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| U.S. Monthly Product Trends: 401(k) Plan Trends (2018 - December) | U.S. Monthly Product Trends | 401(k) Plan Trends |
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| U.S. Monthly Product Trends: Consultant Relations and Collective Trusts (2018 - November) | U.S. Monthly Product Trends | Consultant Relations and Collective Trusts |
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| U.S. Monthly Product Trends: Retail Market Trends (2018 - October) | U.S. Monthly Product Trends | Retail Market Trends |
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| U.S. Monthly Product Trends: Share Class Trends (2018 - September) | U.S. Monthly Product Trends | Share Class Trends |
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| U.S. Monthly Product Trends: New Product Development (2018 - August) | U.S. Monthly Product Trends | New Product Development |
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| U.S. Monthly Product Trends: Subadvisory (2018 - July) | U.S. Monthly Product Trends | Subadvisory |
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| U.S. Monthly Product Trends: Environmental, Social, and Governance (2018 - June) | U.S. Monthly Product Trends | Environmental, Social, and Governance |
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| U.S. Monthly Product Trends: Low-Cost Products (2018 - May) | U.S. Monthly Product Trends | Low-Cost Product Demand from HNW Investors |
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| U.S. Monthly Product Trends: Institutional Vehicle Trends (2018 - April) | U.S. Monthly Product Trends | Institutional Vehicle Trends |
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| U.S. Monthly Product Trends: Retirement Income Issue (2018 - March) | U.S. Monthly Product Trends | Retirement Income |
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| U.S. Monthly Product Trends: Portfolio Construction Issue (2018 - February) | U.S. Monthly Product Trends | Portfolio Construction |
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| U.S. Monthly Product Trends: Year in Review Issue (2018 - January) | U.S. Monthly Product Trends | Year in Review |
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| U.S. Monthly Product Trends: Retail Investor Trends (2017 - December) | U.S. Monthly Product Trends | Retail Investor Trends |
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| U.S. Monthly Product Trends: Multi-Asset-Class Products (2017 - November) | U.S. Monthly Product Trends | Multi-Asset-Class Products |
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| U.S. Monthly Product Trends: Target-Date (2017 - October) | U.S. Monthly Product Trends | Target-Date |
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| U.S. Monthly Product Trends: Advisor Segmentation (2017 - September) | U.S. Monthly Product Trends | Age Impacts Investment Decisions |
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| U.S. Monthly Product Trends: Alternative Products and Strategies (2017 - August) | U.S. Monthly Product Trends | Alternative Products and Strategies |
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| U.S. Monthly Product Trends: ESG (2017 - July) | U.S. Monthly Product Trends | ESG |
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| U.S. Monthly Product Trends: Fixed-Income (2017 - June) | U.S. Monthly Product Trends | Fixed-Income |
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| U.S. Monthly Product Trends: Variable Annuities (2017 - May) | U.S. Monthly Product Trends | Evaluating the Use of ETFs In Variable Annuity Products |
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| U.S. Monthly Product Trends: Alternative Investments (2017 - April) | Alternative Investments | Hedge Fund Fees Are Dropping |
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| U.S. Monthly Product Trends: Custom Solutions (2017 - March) | Custom Solutions | Revisiting LDI as an Institutional Custom Solution |
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| U.S. Monthly Product Trends: Advisor Product Trends (2017 - February) | Advisor Product Trends | Shifting the Active vs. Passive Conversation |
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| U.S. Monthly Product Trends: Year in Review (2017 - January) | Year in Review | Passive Reigns Supreme in 2016 |
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| U.S. Monthly Product Trends: Portfolio Influences (2016 - December) | Portfolio Influences | Meeting Income Needs of Tomorrow’s Retirees |
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| U.S. Monthly Product Trends: Subadvisory (2016 - November) | Subadvisory | Variable Insurance Subadvisory |
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| U.S. Monthly Product Trends: Passive in DC Issue (2016 - October) | Passive in DC Issue | Strategic Beta Finding its Way into Defined Contribution |
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| U.S. Monthly Product Trends: Outsourced Chief Investment Officer (OCIO) (2016 - September) | Outsourced Chief Investment Officer (OCIO) | Structuring to Win OCIO Mandates |
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| U.S. Monthly Product Trends: Share Class (2016 - August) | Share Class | Time to Condense Share Class Offerings |
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| U.S. Monthly Product Trends: Institutional (2016 - July) | Institutional | The Growing Importance of Consultant Relations |
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| U.S. Monthly Product Trends: Product Development Trends (2016 - June) | Product Development Trends | International and Global Products Headline Product Development |
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| U.S. Monthly Product Trends: Exchange-Traded Funds (2016 - May) | Exchange-Traded Funds | Investors Flock to Fixed Income |
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| U.S. Monthly Product Trends: Multi-Asset Strategies (2016 - April) | Multi-Asset Strategies | DC Managed Accounts |
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| U.S. Monthly Product Trends: Impact Investing (2016 - March) | Impact Investing | The Impact Investing Industry is Primed for Growth |
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| U.S. Monthly Product Trends: Liquid Alternatives (2016 - February) | Liquid Alternatives | Liquid Alternatives: How Will Recent Performance Affect Future Growth? |
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| U.S. Monthly Product Trends: Year in Review (2016 - January) | Year in Review | 2015: A Year to Forget, a Year to Remember |
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| U.S. Monthly Product Trends: Product Selection (2015 - December) | Product Selection | RFPs |
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| U.S. Monthly Product Trends: Responsible Investing (2015 - November) | Responsible Investing | Investing More Responsibly |
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| U.S. Monthly Product Trends: Institutional Product Use (2015 - October) | Institutional Product Use | No Love for ETFs in the DC market |
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| U.S. Monthly Product Trends: Managed Volatility (2015 - September) | Managed Volatility | Look Out! Market Volatility Makes a Comeback |
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| U.S. Monthly Product Trends: Fees (2015 - August) | Fees | Focus on Low Cost Translates to Changes in Share Class Pricing |
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| U.S. Monthly Product Trends: Alternatives (2015 - July) | Alternatives | Unmet Client Demand for Alternatives |
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| U.S. Monthly Product Trends: Volatility Management (2015 - June) | Volatility Management | Asset Management and Volatility Management |
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| U.S. Monthly Product Trends: Product Complexity (2015 - May) | Product Complexity | School Daze |
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| U.S. Monthly Product Trends: Income (2015 - April) | Income | Nontraditional Alternative Fixed-Income Options |
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| U.S. Monthly Product Trends: Regulation (2015 - March) | Regulation | Money Market Fund Players Begin to Formulate a Plan |
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| U.S. Monthly Product Trends: Multi-Asset-Class Strategies (2015 - February) | Multi-Asset-Class Strategies | Risky Business: How Are Risk Parity Funds Doing? |
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| U.S. Monthly Product Trends: Exchange-Traded Funds (2015 - January) | Exchange-Traded Funds | Fear of Missing Out |
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| U.S. Monthly Product Trends: Product Diversification Strategies (2014 - December) | Product Diversification Strategies | Consultants Steer Institutions’ Allocations Overseas |
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| U.S. Monthly Product Trends: Fixed Income (2014 - November) | Fixed Income | Breaking the Chains that Bind Bond Investors |
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| U.S. Monthly Product Trends: Product/Marketing Trends (2014 - October) | Product/Marketing Trends | Product Education a Natural Outcome of Thought Leadership |
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| U.S. Monthly Product Trends: Alternative Strategies (2014 - September) | Alternative Strategies | Shifting Alternative Allocations |
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| U.S. Monthly Product Trends: Portfolio Solutions (2014 - August) | Portfolio Solutions | Shifting to Outcome-Oriented Solutions Distribution |
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| U.S. Monthly Product Trends: Exchange-Traded Funds (2014 - July) | Exchange-Traded Funds | Solutions Will Drive Future ETF Growth |
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| U.S. Monthly Product Trends: Structures and Vehicles (2014 - June) | Structures and Vehicles | Fixed-Income Flim Flam |
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| U.S. Monthly Product Trends: Passive Investment Strategies (2014 - May) | Passive Investment Strategies | Passive Momentum |
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| U.S. Monthly Product Trends: Product Strategy and Development (2014 - April) | Product Strategy and Development | Desperately Seeking Alpha |
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| U.S. Monthly Product Trends: Alternative Investments (2014 - March) | Alternative Investments | Filling the Void in Consumer and Small Business Financing |
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| U.S. Monthly Product Trends: Nontraditional Fixed Income (2014 - February) | Nontraditional Fixed Income | Out with the Old? |
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| U.S. Monthly Product Trends: Vehicle Use (2014 - January) | Vehicle Use | Stepping on the Gas |
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| U.S. Monthly Product Trends: Product Focus for 2014 (2013 - December) | Product Focus for 2014 | Managers strive to balance asset-gathering and innovation activities in 2014 |
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| U.S. Monthly Product Trends: Product Marketing & Positioning (2013 - November) | Product Marketing & Positioning | A Look at Product Groups Across the Size Spectrum |
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| U.S. Monthly Product Trends: Passive Strategies (2013 - October) | Passive Strategies | Moving Away from Market Capitalization |
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| U.S. Monthly Product Trends: Institutional Trends (2013 - September) | Institutional Trends | Institutions Boost Emerging Market Equity Exposure |
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| U.S. Monthly Product Trends: Benchmark Neutralized (2013 - August) | Benchmark Neutralized | Emerging Fixed Income |
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| U.S. Monthly Product Trends: Alternative Strategies (2013 - July) | Alternative Strategies | Long/Short Credit Garnering Interest |
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| U.S. Monthly Product Trends: Vehicles and Structures (2013 - June) | Vehicles and Structures | Advisor Use of ETFs |
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| U.S. Monthly Product Trends: May 2013 (2013 - May) | May 2013 | Institutional Products Designed for a Retail Package |
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| U.S. Monthly Product Trends: April 2013 (2013 - April) | April 2013 | Investors Turn to Bank-Loan Strategies |
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| U.S. Monthly Product Trends: March 2013 (2013 - March) | March 2013 | Real Estate Funds |
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| U.S. Monthly Product Trends: February 2013 (2013 - February) | February 2013 | Active ETFs |
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| U.S. Monthly Product Trends: January 2013 (2013 - January) | January 2013 | Products for Uncertain Times |
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| U.S. Monthly Product Trends: December 2012 (2012 - December) | December 2012 | Socially Responsible Asset Growth Remains Brisk |
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| U.S. Monthly Product Trends: November 2012 (2012 - November) | November 2012 | Emerging Markets Top Product Development Plans |
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| U.S. Monthly Product Trends: October 2012 (2012 - October) | October 2012 | Managed Futures Funds |
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| U.S. Monthly Product Trends: September 2012 (2012 - September) | September 2012 | ETF Product Strategy |
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| U.S. Monthly Product Trends: August 2012 (2012 - August) | August 2012 | Managed Volatility Funds |
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| U.S. Monthly Product Trends: July 2012 (2012 - July) | July 2012 | Stable Value |
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| U.S. Monthly Product Trends: June 2012 (2012 - June) | June 2012 | Taxable Bond Funds |
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| U.S. Monthly Product Trends: May 2012 (2012 - May) | May 2012 | Precious Metals Funds |
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| U.S. Monthly Product Trends: April 2012 (2012 - April) | April 2012 | ETF Product Development |
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| U.S. Monthly Product Trends: March 2012 (2012 - March) | March 2012 | Master Limited Partnership (MLP) Funds |
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| U.S. Monthly Product Trends: February 2012 (2012 - February) | February 2012 | Utilities and Real Estate Sector Funds Peak Interest |
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| U.S. Monthly Product Trends: January 2012 (2012 - January) | January 2012 | Alternatives and Sector Funds Exhibit Momentum |
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| U.S. Monthly Product Trends: December 2011 (2011 - December) | December 2011 | Demand for Income |
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| U.S. Monthly Product Trends: November 2011 (2011 - November) | November 2011 | Commodities and Currency Funds |
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