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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.
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 |
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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: 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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U.S. Monthly Product Trends: October 2011 (2011 - October) | October 2011 | Core Investments |
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U.S. Monthly Product Trends: September 2011 (2011 - September) | September 2011 | Multi-Sector Bond Funds |
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U.S. Monthly Product Trends: August 2011 (2011 - August) | August 2011 | New Product Priorities |
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U.S. Monthly Product Trends: July 2011 (2011 - July) | July 2011 | Inflation-Fighting Products |
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U.S. Monthly Product Trends: June 2011 (2011 - June) | June 2011 | Responsible Investing |
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U.S. Monthly Product Trends: May 2011 (2011 - May) | May 2011 | Target-Date Funds |
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U.S. Monthly Product Trends: April 2011 (2011 - April) | April 2011 | Managed Futures Funds |
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U.S. Monthly Product Trends: March 2011 (2011 - March) | March 2011 | Bank Loan Funds |
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