Investor Economics Insight—June 2022

Growing Scale Pushes Fees Down

After leaping across the pandemic, the investment fund business has reached a high-water mark in terms of scale. Fund company assets under management, advisor books and client portfolios have all swollen in the last two years and, despite market headwinds in recent times, remain at relatively high levels. With improved top and bottom lines, price concessions became more viable as asset managers competed for record amounts of new inflows.

The June research feature of the Insight Advisory Service examines the recent evolution of fund prices across product types, series, and asset classes. Information on assets and sales trends for different series is also included.