The Cerulli Edge

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

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Ryan Hanratty

Ryan Hanratty

Account Manager

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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

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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
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July 2022 — Institutional ESG Issue

Featuring:

  • Funds That Address the “S” Themes of ESG
  • OCIOs Can Use Private Investment ESG Strategy as a Differentiator
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June 2022 — Market Correction Issue

Featuring:

  • Trends in Asset Class Net Flows During Market Corrections and Recovery Periods
  • Money Market Fund Playbook
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May 2022 — Combating Inflation Issue

Featuring:

  • Combating Inflation and Rising Rates
  • Alternative Strategies Increasingly Sought as Shelter from Macro Developments
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April 2022 — Alternatives Issue

Featuring:

  • Go-Time for Intermittent Liquidity Fund Sales and Product Development
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March 2022 — Vehicle-Agnostic Issue

Featuring:

  • Thinking Outside the Product: Personalized SMAs will accelerate the focus on solutions instead of products in ‘40-Act wrappers
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February 2022 — Institutional Update Issue

Featuring:

  • Lower Interest Rates Have Average OCIO Advisory Fees Increasing
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January 2022 — 2021 in Review Issue

Featuring:

  • Groundhog Year for ETFs as Firms Continue to Evaluate Active Equity, Thematic and Sustainable, and Cryptocurrency Offerings
  • Closures, Consolidations, and Conversions: What’s Happening with Mutual Funds
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December 2021 — Index Trends Issue

Featuring:

  • Direct Indexing Suddenly Finds a Wider Audience
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November 2021 — Risk Management Issue

Featuring:

  • Insurance General Accounts Use Structured Products to Balance Risk and Return
  • Low Volatility Funds Continue to Bleed After Poor 2020 Performance
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October 2021 — Portfolio Construction Issue

Featuring:

  • Portfolio Construction Personas: The Model Portfolio Outsourcer
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September 2021 — Retirement Income Product Issue

Featuring:

  • Unlocking the RIAs: How Marketplaces Are Selling Annuities to Fee-Only Advisors
  • ETFs as a Source of Retirement Income
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August 2021 — Multi-Asset-Class Strategies Issue

Featuring:

  • Multi-Asset-Class Solutions (MACS) Are an Underpinning of OCIOs
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July 2021 — ETF and Mutual Fund Trends Issue

Featuring:

  • Managers Grapple with Strategic Decisions Amidst Interest in ETFs, Growth in Illiquid Alternatives, and Mass Customization
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June 2021 — Retirement Issue

Featuring:

  • The Advent of Defined Contribution Advisor Managed Accounts
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May 2021 — Distribution Issue

Featuring:

  • Expanding Their Offerings
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April 2021 — Alternatives Investments Issue

Featuring:

  • Hedge Funds Back in Favor Among Institutional Investors
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March 2021 — Direct Indexing and Customization Issue

Featuring:

  • Direct Indexing Moves Downmarket

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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

Ryan Hanratty

Account Manager

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

Brendan Powers, CFA

Director

Bio →

Brendan Powers, CFA

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

Daniil Shapiro, CFA

Director

Bio →

Daniil Shapiro, CFA

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

Matt Apkarian

Associate Director

Bio →

Matt Apkarian

Matt Apkarian

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

Drew Beiger

Associate Analyst

Bio →

Drew Beiger

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.

Donya Zargham

Donya Zargham

Associate Analyst

Bio →

Donya Zargham

Donya Zargham

Associate Analyst

Donya is a member of Cerulli’s Product Development team, which specializes in trends in product development of asset managers. As an associate analyst, she supports senior analysts while working with other members of the team in order to conduct quantitative analysis as well as assist in report writing.

Prior to joining Cerulli, Donya worked as an intern in the accounting department at Strene, Kessler, Goldstein & Fox, as well as conducted materials science research as an undergraduate researcher at UVA.

Full biography here.

Wenyi Wei

Wenyi Wei

Associate Analyst

Bio →

Wenyi Wei

Wenyi Wei

Associate Analyst

As an associate analyst on the Product Development team, Wenyi supports lead research analysts and collaborates with other members on the Product Development team to provide quantitative analytical support and written commentary for Cerulli reports and Monthly Product Trends.

Prior to joining Cerulli, Wenyi worked as an investment analyst at 360 Huntington Fund, where he conducted fundamental analyses of securities.

Full biography here.

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