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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Maeve Flanagan
Senior 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

May 2023 — May 2023 Issue
Featuring:
- The U.S. Plays Catch-Up on Regulation

April 2023 — April 2023 Issue
Featuring:
- Money Market Fund Landscape Update

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
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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

Maeve Flanagan
Senior 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.
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