U.S. Monthly Product Trends
Connect with U.S. Asset and Wealth Management Trends
- Evaluate AUM flows and trends for mutual funds, exchange-traded funds (ETFs), money market funds, and new products
- Uncover top trends in active and passive management and evaluate innovation in product wrappers and fees
- Explore financial advisors’ current use and expected future use of investment types to generate alpha and provide downside risk protection
$10,250
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Ryan Hanratty
Account Manager
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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Explore this Publication
Explore regular and ongoing coverage of mutual funds and ETFs through the lens of retail third-party distribution in the United States. Monitor AUM and flows across all asset classes and gain insights and commentary into product trends.
Monthly
Latest Issues
March 2023 — Advisor Product Use Issue
Featuring:
- Advisor Choice of Investment Vehicle
February 2023 — Institutional Investors' Outlook
Featuring:
- Institutional Investors Still Provide a Strong Market for Actively Managed Strategies
January 2023 — 2023 Outlook Issue
Featuring:
- Product in 2023: Rising Rates Shake Up Asset Management Industry, Making Everything More Boring
December 2022 — Digital Asset Issue
Featuring:
- Digital Asset Product Development Continues Despite Slowing Flows
November 2022 — ESG Product Development Issue
Featuring:
- The U.S. Registered ESG Product Landscape
October 2022 — Mutual Fund Update Issue
Featuring:
- Don’t Forget About Mutual Funds
September 2022 — Retirement Issue
Featuring:
- Opportunities, and Challenges, for In-Plan Fixed-Index and Registered Index-Linked Annuities
- Personalized Target-Date Funds
August 2022 — Managed Accounts Issue
Featuring:
- Dual-Contract Separate Accounts: A Classic That Keeps Growing
- Asset Allocation Model Portfolio Space Is Crowded,
But Opportunities Remain
July 2022 — Institutional ESG Issue
Featuring:
- Funds That Address the “S” Themes of ESG
- OCIOs Can Use Private Investment ESG Strategy as a Differentiator
June 2022 — Market Correction Issue
Featuring:
- Trends in Asset Class Net Flows During Market Corrections and Recovery Periods
- Money Market Fund Playbook
May 2022 — Combating Inflation Issue
Featuring:
- Combating Inflation and Rising Rates
- Alternative Strategies Increasingly Sought as Shelter from Macro Developments
April 2022 — Alternatives Issue
Featuring:
- Go-Time for Intermittent Liquidity Fund Sales and Product Development
gain access
U.S. Monthly Product Trends
The Cerulli Edge is the best way to stay up to speed on what’s happening across the global asset and wealth management industrries.
Buy Now
Ryan Hanratty
Account Manager
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
Our Experts
Meet the Team
They bring sharp analytical skills, deep product knowledge, and expertise to present opportunities for product development. Set your strategy apart with our product development team.
Brendan Powers, CFA
Director
Bio →
Brendan Powers, CFA
Director
Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.
Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.
Full biography here.
Daniil Shapiro, CFA
Director
Bio →
Daniil Shapiro, CFA
Director
Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.
Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.
Full biography here.
Matt Apkarian, CFA
Associate Director
Bio →
Matt Apkarian, CFA
Associate Director
Matt is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retirement, retail, and institutional channels.
Prior to joining Cerulli, Matt held roles in
several business units at Fidelity Investments, including Workplace Investing,
Personal Investing, and Fund Operations. Most recently, he worked as an
Investment Data Analyst for Strategic Advisers, LLC.
Full biography here.
Drew Beiger
Associate Analyst
Bio →
Drew Beiger
Associate Analyst
Drew is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. As an associate analyst, he supports senior analysts while working alongside members of the Product Development team conducting quantitative analysis and assisting with written commentary for Cerulli reports.
Prior to joining Cerulli, Drew interned with Jennison Associates, where he worked on the Product Development team producing competitive and portfolio analysis reports.
Full biography here.
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