Insight Investment Funds Report September 2024—Investment Performance Drives Sales…Often

The ability of a fund to perform better than its benchmark and peers has traditionally been a key metric predicting future sales success. And to a great extent, it continues to be so, but notable shifts over the last several years in terms of advisor practices, new product formats, investor preferences and needs had the effect of bringing other product characteristics to the fore.

The September issue of Insight examines the relationship between performance (in absolute and relative terms), volatility and other metrics with sales patterns for different product types, asset classes and sponsor types. The Trendlines article presents the latest data on retail deposit growth.