Retail Products and Strategies 2012: Formulating a Product Line Strategy in a New Era

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In its fifth iteration, this annual report analyzes strategy and innovation surrounding the U.S. product landscape. It focuses on investment product demand and developments in the area of investment strategy. Products examined include mutual funds, closed-end funds, retirement income products, target-date and target-risk products, and 529 plans. The report provides insight into current trends around pricing, governance, implementation, and the groups that support these products. This research also helps asset managers develop products based on the optimal vehicle structure for the strategy being considered.

Reasons To Purchase:
  • 25 interviews with executives at global asset management firms
  • 3 proprietary surveys: large, medium, and small retail asset managers; closed-end fund managers; target-date fund managers
  • Comprehensive data on investment vehicles and proven strategies, including fee and share-class pricing trends
  • Detailed analysis of product group structure and staffing levels
  • Framework for product rationalization, including extensive vehicle and strategy data to aid in product packaging decisions
  • In-depth look at total assets and net flows of mutual funds by asset class, category, asset manager, as well as number of funds, new funds, and eliminated funds
  • Insight into current trends and challenges within the closed-end fund marketplace
  • Unique analysis of passive and actively managed products
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