Products and Strategies 2015: Building Innovative Product Solutions in a Complex Environment

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This report is the eighth report in an annual series, which is the result of ongoing research and analysis of asset managers that manufacture and distribute institutional and retail products in the U.S. This report focuses on asset managers’ retail and institutional product strategy and innovation across different asset classes (e.g., fixed income, alternatives) and vehicles (e.g., exchange-traded funds (ETFs), closed-end funds (CEFs), and mutual funds), financial advisors’ opinion regarding products and portfolio construction decisions, as well as product groups’ organizational structure for large and small/medium-sized firms.

Reasons To Purchase:
  • Review financial advisors’ product preferences and future portfolio construction plans
  • Examine evolving product trends in the industry and asset managers’ plans for product innovation
  • Explore asset managers’ new focus on multi-asset-class solutions
  • Evaluate how the focus on low cost and scrutiny of fees paid to intermediaries impact share class preferences and modifications
  • Benchmark product management and development teams’ structure, staffing, roles, and responsibilities to an aggregate of similarly-sized asset managers
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