Insight Investment Funds Report April 2024—Staving off the Threat of Outflows

The 2024 sales campaign came after two years during which investment funds sat in net redemptions. Many fund companies were seeking a reprieve in a risk-on environment after years of outflows in traditional balanced funds. While such a reprieve did not occur, as those funds remained in net outflows, sales results for investment funds in risky equity categories kept total sales in positive territory.

The Insight research feature examines the Q1 sales environment from multiple vantage points, including asset classes, sponsor types and product structures, paying special attention to the mandates driving positive flows in this environment. The Trendlines article examines the guaranteed investment and annuity products, as those products provided stiff competition to funds in the first quarter of 2024