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
Account Specialist
- Boston HQ +1 617.437.0084
- Singapore +65 6327 4045
- 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
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
August 2021 — Multi-Asset-Class Strategies Issue
Featuring:
- Multi-Asset-Class Solutions (MACS) Are an Underpinning of OCIOs
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
June 2021 — Retirement Issue
Featuring:
- The Advent of Defined Contribution Advisor Managed Accounts
May 2021 — Distribution Issue
Featuring:
- Expanding Their Offerings
April 2021 — Alternatives Investments Issue
Featuring:
- Hedge Funds Back in Favor Among Institutional Investors
March 2021 — Direct Indexing and Customization Issue
Featuring:
- Direct Indexing Moves Downmarket
February 2021 — Institutional Trends Issue
Featuring:
- A Shift in Vehicles from OCIO Providers
January 2021 — 2021 Outlook Issue
Featuring:
- Mutual Funds: What to Expect in 2021
December 2020 — Intermediary Distribution Issue
Featuring:
- Key Factors for Successfully Engaging with Professional Buyers
November 2020 — Outcome Orientation Issue
Featuring:
- Investors Desire Protection Over Performance
October 2020 — Defined Contribution Issue
Featuring:
- The Outlook for Private Equity in DC Plans
September 2020 — Fixed-Income Trends Issue
Featuring:
- COVID-19 Shifts Attention Toward Role of Fixed Income in DC Plans
August 2020 — Separate Account Trends
Featuring:
- The Next Iteration of Asset Allocation Model Portfolios
July 2020 — Institutional Investor COVID-19 Update Issue
Featuring:
- Performance Dispersion in Core Bond Portfolios
June 2020 — Asset Class and Vehicle Update Issue
Featuring:
- Large ETF Issuers Seek Implementation of ETF Classification System
May 2020 — Retail Product Trends Issue
Featuring:
- What Happened to Fixed-Income Funds in March?
April 2020 — 1Q 2020 in Review Issue
Featuring:
- In Crisis, Liquid Alternatives Struggle to Leave Investors Better Off
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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
Account Specialist
- Boston HQ +1 617.437.0084
- Singapore +65 6327 4045
- 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.
Dennis Frank
Analyst
Bio →
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
Associate Director
Bio →
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
Associate Director
Bio →
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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