Date Posted: Sep 23, 2019

Investor Economics Insight September 2019
Mutual Fund Distribution Remains Advice-centric
Of the multiple forces shaping the investment funds industry, changes in distributor practices are, arguably, the strongest factor at play. How advisors use funds, what type of products they demand, and how adequate pricing is to their needs are some of the most important questions product development teams need to address to ensure their funds meet success in the market.
The current issue of Insight looks at the recent growth experience of mutual funds and ETFs in different distribution channels, from the bank’s branches to the intermediated networks and direct conduits. The report delves into the different product structures that are growing the fastest in each channel, whether in commission-based or fee-based accounts—of the discretionary variety and not. The Trendlines article at the end of this report reviews the rapid changes in net flows by asset class into mutual funds and ETFs.
Of the multiple forces shaping the investment funds industry, changes in distributor practices are, arguably, the strongest factor at play. How advisors use funds, what type of products they demand, and how adequate pricing is to their needs are some of the most important questions product development teams need to address to ensure their funds meet success in the market.
The current issue of Insight looks at the recent growth experience of mutual funds and ETFs in different distribution channels, from the bank’s branches to the intermediated networks and direct conduits. The report delves into the different product structures that are growing the fastest in each channel, whether in commission-based or fee-based accounts—of the discretionary variety and not. The Trendlines article at the end of this report reviews the rapid changes in net flows by asset class into mutual funds and ETFs.
Get access to Investor Economics
Investor Economics Insight September 2019report
CLICK HERE FOR ACCESS
Insight Investment Funds Report — Latest Reports

Insight Investment Funds Annual Review January 2025

Insight Investment Funds Report—December 2024

Insight Investment Funds Report November 2024—A Slow and Uneven Recovery for Investment Funds

Insight Investment Funds Annual Review January 2025—Managing the Business in a Changing Environment

Insight Investment Funds Annual Review January 2025

Insight Investment Funds Report—December 2024
