U.S. Product Development 2020: Prioritizing Investment Product Initiatives

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This report is focused on how asset managers are pursuing various product initiatives, including expanding their investment vehicle offerings, incorporating environmental, social, and governance (ESG) criteria into investment products and processes, developing/distributing asset allocation model portfolios, and fee modification and innovation. Additionally, this report takes a deeper dive into mutual fund fees, how they are changing, and the resulting impact on mutual fund manager revenue.

The quantitative sections of this report look at the portfolio objectives that financial advisors are helping clients solve, what investment strategies they are using, and how asset managers need to position their product offerings to meet the demand that results. Finally, this report examines product groups’ organizational structure within large and medium/small-sized firms.

Reasons To Purchase:
  • Gain insight into the pursuit of vehicle proliferation and how it fits into product team plans moving forward, especially as investors’ appetite for different wrappers is increasing
  • Understand the fee landscape and learn how asset managers are reacting to fee compression
  • Evaluate how financial advisor portfolio objectives have shifted as a result of the COVID-19 pandemic in terms of vehicle allocations, asset class allocations, and sub-asset-class allocations
  • Review where the limited opportunity within the subadvised landscape lies as firms are challenged by outflows, mandates being pulled in house, consolidation, and other factors
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