Investor Economics Insight June 2018

Product developers routinely face numerous challenges, including the need to adapt their shelves to changing market conditions, as well as shifting investor priorities and evolving demographic trends. In addition to these issues, the current environment poses further challenges derived from rapidly changing advisor business practices.

The June issue of Insight examines the product development pipeline and reviews in detail the key characteristics of stand-alone mutual funds, mutual fund of fund (MFoF) portfolios and ETFs that fund companies have introduced over the course of the last two years. The Trendlines article looks at product development on the segregated fund shelf, focusing on the interconnectivity with underlying mutual fund products.