Product Strategy Compass

Competition among current and emerging fund managers has intensified, as firms seek to address increasingly complex customer, distributor, and regulatory demands with traditional and more innovative products.

Through Product Strategy Compass we offer our analysis of product development and management trends.

Delivered as a quarterly subscription service, Product Strategy Compass provides data, explanation, and commentary across a range of investment product categories offered through mutual funds, annuities, exchange traded funds, collective investment trusts, managed accounts, and institutional separate accounts. Insights span a variety of investment strategies, including:

  • liquid alternatives
  • traditional and non-traditional asset classes
  • multi-asset solutions
  • strategic beta

Recent Articles

April 2017

+ Leveraging Alternative Portfolio Structures In Dynamic Investment Market

+ Observations On Global (“Go Anywhere”) Macro Mutual Funds

+ Multifactor Strategic Beta: How Managed Solutions Can Enhance Alpha

+ Mutual Fund Share Class Palooza

+ Identifying Prospects For MAC Products By Channel And Investment Influence

January 2017

+ Will Baby Boomers Fuel the Drive for Actively Managed Constrained Volatility Funds?

+ Responding to Fee Pressure: Model Delivery and Flat Fees

+ Understanding Advisor Asset Allocation to Identify Preferences and Behaviors

+ Migrating from Products to Solutions: How Compensation Affects Advice

+ CITs Primed for Expansion in the Defined Contribution Market

October 2016

+ Performance Trumps All

+ The Big Squeeze in Fund Distribution

+ Looking at 2016 Flows Across Three Fund Markets

+ Understanding Gatekeeper Priorities: Four Recommendations for Asset Managers

+ Improving Product Support to Distribution Partners

June 2016

+ Searching for Opportunities in a Maturing Market

+ Product Implications of the Fiduciary Rule

+ Strategic Beta ETPs: Key Opportunities and Threats

+ ETFs in Retirement Accounts: The Next Growth Opportunity?

+ Observations on the MAC-Reliant Advisors

February 2016

+ Focusing on the Investment Process in Fund Marketing

+ The Increasing Role of Product Specialists in Product Distribution

+ A Slow but Steady Retail Call to Action

+ Continuously Offered Closed-End Funds

+ The Top Robo-Advisors: What They’re Like — and How They Could be Better




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