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

$9,750

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Ryan Hanratty

Ryan Hanratty

Account Specialist

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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

USMPT July

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
US USMPT june

June 2021 — Retirement Issue

Featuring:

  • The Advent of Defined Contribution Advisor Managed Accounts
Usmpt may 21 01

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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February 2021 — Institutional Trends Issue

Featuring:

  • A Shift in Vehicles from OCIO Providers
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January 2021 — 2021 Outlook Issue

Featuring:

  • Mutual Funds: What to Expect in 2021
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December 2020 — Intermediary Distribution Issue

Featuring:

  • Key Factors for Successfully Engaging with Professional Buyers
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November 2020 — Outcome Orientation Issue

Featuring:

  • Investors Desire Protection Over Performance
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October 2020 — Defined Contribution Issue

Featuring:

  • The Outlook for Private Equity in DC Plans
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September 2020 — Fixed-Income Trends Issue

Featuring:

  • COVID-19 Shifts Attention Toward Role of Fixed Income in DC Plans
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August 2020 — Separate Account Trends

Featuring:

  • The Next Iteration of Asset Allocation Model Portfolios
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July 2020 — Institutional Investor COVID-19 Update Issue

Featuring:

  • Performance Dispersion in Core Bond Portfolios
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June 2020 — Asset Class and Vehicle Update Issue

Featuring:

  • Large ETF Issuers Seek Implementation of ETF Classification System
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May 2020 — Retail Product Trends Issue

Featuring:

  • What Happened to Fixed-Income Funds in March?
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April 2020 — 1Q 2020 in Review Issue

Featuring:

  • In Crisis, Liquid Alternatives Struggle to Leave Investors Better Off
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March 2020 — The Platform Issue

Featuring:

  • Evolving Asset Allocation Model Platform Opportunity
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February 2020 — Institutional Alternative Investment Use Issue

Featuring:

  • Insurance General Accounts' Outsourcing of Alternative Asset Classes

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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 Specialist

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.

Dennis Frank

Dennis Frank

Analyst

Bio →

Dennis Frank

Dennis Frank

Analyst

As an analyst on the Cerulli Product Development team, Dennis discovers trends related to asset managers’ product development and management functions. He also contributes to a number of Cerulli’s annual reports and Edge editions.

Prior to joining Cerulli, Dennis worked as an Associate at Baystate Financial, where he was responsible for internal annuity sales support.

Full biography here.

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Bio →

Brendan Powers, CFA

Brendan Powers, CFA

Associate 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

Associate Director

Bio →

Daniil Shapiro, CFA

Daniil Shapiro, CFA

Associate 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.

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