Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Active MFs Rank Fourth When It Comes to Product Dev Plans Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, November 8, 2022

Active MFs Rank Fourth When It Comes to Product Dev Plans

Reported by Neil Anderson, Managing Editor

When it comes to asset managers' product development plans, traditional active mutual funds are tied for fourth place right now, according to new research from an industry consulting firm.

Thomas Neil "Neil" Bathon
Fuse Research Network
Founder, Partner
For 40 percent of asset managers surveyed by the Fuse Research Network team, active mutual funds are a "major focus" of product development plans for the next 12 months, while developing such funds is "not a focus" at all for 25 percent of firms. (Both of those percentages are the same when the question is turned to developing model portfolios.) That's one of the findings in the new 2022 "Product Management & Development" report in Fuse's BenchMark series.

Fundster' product development plans, the Fuse folks find, are more likely to involve active ETFs (a major focus for 62 percent of firms, and not a focus for 10 percent), model delivery separate accounts (47 percent and 11 percent), and traditional SMAs (45 percent and 20 percent). This is the second year in a row that active ETFs have topped the list, according to the Fuse team.

"It is no surprise that an active ETF remains the top choice," states Michael Evans, director of BenchMark research at Fuse. "Its benefits over mutual funds in terms of trading flexibility, liqudity, tax efficiency, and low cost are well known."

Other product types were less commonly cited as being in the works. 32 percent of surveyed firms have a major focus on developing direct indexing (versus 47 percent with no focus), 30 percent on unregistered or private alternatives (versus 35 percent), 20 percent on translucent active ETFs (aka semi-transparant or active non-transparent, ANT, ETFs) (versus 40 percent), 19 percent on interval funds (versus 19 percent), and 10 percent on BDCs (versus 65 percent). 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2023: Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - Latest Updates In Mutual Fund Litigation and Enforcement, June 6
  2. Pershing Insite 2023, Jun 6-8
  3. Nicsa webinar - The Journey From Networking to Sponsorship, June 7
  4. MFDF webinar - SEC Staff Panel, Division of Examinations — IC Issues and Considerations For Fund Boards, June 8
  5. Expect Miracles East Coast Classic, June 8
  6. 2023 MMI Alternative Investments Forum, June 13
  7. WE DC - ESG Panel Discussion, June 13
  8. Nicsa Fearless Leadership Symposium, June 14
  9. MFDF Director Discussion Series - Open Forum (Denver), June 20
  10. The Ben Graham 10th Annual Conference, Jun 20-21
  11. IDC Industry Segment Call - Governance Committee Chairs, June 21
  12. Crane Data's Money Fund Symposium, Jun 21-23
  13. IDC Industry Segment Call - Board Leaders, June 22
  14. 2023 MMI Distribution Leadership Forum, Jun 22-23
  15. MFDF webinar - Closed-End Fund Litigation Overview and Update, June 27
  16. MFDF Director Discussion Series - Open Forum (Atlanta, GA), June 28
  17. MFDF Director Discussion Series - Open Forum (Kansas City), June 30
  18. MFDF Director Discussion Series - Open Forum (New York), July 18
  19. 2023 MMI Leadership Pathway Seminar, Jul 19-20
  20. MFDF webinar - Generative AI — It's Here, July 20
  21. MFDF Director Discussion Series - Open Forum via Zoom, July 27
  22. MFDF Director Discussion Series - Open Forum (Milwaukee, WI), August 8
  23. MFDF Improving Equity Fund Alpha Estimates, September 13
  24. 4th Annual ETFGI Global ETFs Insights Summit - United States, Sep 20-21
  25. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
  26. Expect Miracles Atlanta Coast Classic, October 2




©All rights reserved to InvestmentWires, Inc. 1997-2023
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use