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 monthly 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

August 2018

Tech Entrepreneurs Want To Revolutionize Alternative Investments

July 2018

AI and Machine Learning: Some New Tools of the Trade for Investment Managers

June 2018

New Opportunities – and Fiercer Competition – Emerge as Global Retirement Planning Extends Beyond Defined Benefit

May 2018

SMAs: An Old Product with Some New Twists and Opportunities

April 2018

Can Smart Beta Fixed Income ETFs Follow in Equity's Footsteps?

March 2018

"Next Gen" Multi-Asset Class Funds

February 2018

Socially Responsible Investing: A Rapidly Evolving and Increasingly Popular Strategy

January 2018

Fund Rationalization and Upgrading Product and Distribution Efforts in the New Era

December 2017

Room for Growth in the Booming Target-Date Fund Market

November 2017

The Exchange Traded Product Update: New Times, New Products, New Opportunities

September 2017

+ Developing Brand-Aligned Products

+ Some Product and Distribution Implications of the New Liquidity Rules

+ A "Whodunnit" For US Master/Foreign Feeder Product

+ Active Management's Real Challenge: A Competitive Pricing Model?

+ Active Management Faces A Strategic Imperative: Pivot, or…

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

Of Interest...
  • Research, Analytics, and Consulting Blog
    Read the latest...
  • Fund Rationalization and Upgrading Product and Distribution Efforts in the New Era
    Learn More
  • The Exchange Traded Product Update: New Times, New Products, New Opportunities
    Free Article

Interested in more Product Strategy Compass?
Complete the form and we will contact you about subscribing to the Product Strategy Compass.


For More Information