Cerulli Lodestar: Investment Product Trends

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Cerulli Report Series

Cerulli Reports are the most trusted source for comprehensive data and analysis of the global financial services industry.

Investment Product Trends Overview

This subscription is based on the Investment Company Institute database and provides analysis of the fund marketplace (mutual, closed end, money market, exchange-traded, unit investment trust), including assets, flows, sales, and categories. Using Cerulli's filters, this subscription allows you to identify granular information related to investment objective, flows, redemptions, new sales, time series (month, year, quarter), new fund launches, growth rates, turnover rates, sales method, and historical trends. In addition, it contains detailed analysis of fund use within defined contribution plans and IRAs.

Reasons To Purchase:
  • Analyze ETF marketshare dynamics
  • Analyze fund use in qualified and nonqualified retirement plans by plan type
  • Assess trends in new fund launches
  • Customize current and historical fund data through multiple filters
  • Examine current and historical retirement plan fund flows by fund type and plan type
  • Examine current and historical turnover and redemption rates by fund category and investment objective
  • Review cash flow components historically
  • Understand the sources of retirement plan fund sales
Modules Description
Summary Provides monthly asset and flow data for mutual funds, closed-end funds, and ETFs. It also allows users to analyze retirement assets by plan type, money market asset distribution, and monthly UIT deposits.
Weekly Data (Updated weekly) Allows users to explore long-term mutual fund cash flows on a weekly basis by asset class and sub-asset class, and explore money market fund and net asset trends on a weekly basis by retail and institutional as well as asset class.
Mutual Funds (Long-Term) (Updated monthly) Allows users to explore mutual fund historical trends, review monthly and quarterly asset data, analyze redemption and turnover rates, and explore asset class and sub-asset class data.
ETFs (Updated monthly) Allows examination of monthly and quarterly ETF data including assets and net issuance, asset class, number of ETF funds, and asset marketshare.
Closed-End Funds (Updated quarterly) Provides an overview of closed-end fund data including assets by asset class, number of funds, share issuance, and number of shareholders. The module also includes historical asset and growth rate data and quarterly asset data.
Mutual Funds (MMKT) (Updated monthly) Allows users to analyze money market asset and flow data including average assets per fund type, cashflow components, and annual growth rate.
Retirement (Updated quarterly) Provides an overview of retirement assets and includes assets by channel, assets by plan type, and retirement flow data.
UITs (Updated monthly) Allows users to evaluate essential UIT data including monthly deposits, assets, and number of funds.
Appendix Data definitions, asset class definitions, and mutual fund method of sales sefinitions.