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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Maeve Flanagan

Maeve Flanagan

Associate Director, Account Management

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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 Jan 2023

February 2023 — February 2024 Issue

Featuring:

  • Investment Management Services Remain Central Fixture of Intermediary Offerings
USMPT Feb 2023

January 2024 — January 2024 Issue

Featuring:

  • Active Management Seeks to Gain Traction via ETFs and Alternatives
USMPT Dec 2022

December 2023 — December 2023 Issue

Featuring:

  • SMAs: What’s Old Is New
USMPT Nov 2022

November 2023 — November 2023 Issue

Featuring:

  • Advisor Alternatives Adoption in a Rising Rate Environment
USMPT Oct 2022

October 2023 — October 2023 Issue

Featuring:

  • The Rise of Collective Investment Trusts
Edge Images15

September 2023 — September 2023 Issue

Featuring:

  • Asset Managers Seek to Expand into ETFs
USMPT Aug 2022

August 2023 — August 2023 Issue

Featuring:

  • Structured Notes as an Alternative Allocation
Edge Images27

July 2023 — July 2023 Issue

Featuring:

  • Investor Decision Criteria
USMPT June 2023

June 2023 — June 2023 Issue

Featuring:

  • Standalone Decumulation Products in Defined Contribution Plans
USMPT May 2023

May 2023 — May 2023 Issue

Featuring:

  • The U.S. Plays Catch-Up on Regulation
USMPT April 2023

April 2023 — April 2023 Issue

Featuring:

  • Money Market Fund Landscape Update
USMPT Image Coffee

March 2023 — Advisor Product Use Issue

Featuring:

  • Advisor Choice of Investment Vehicle

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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

Maeve Flanagan

Associate Director, Account Management

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, CFA

Matt Apkarian, CFA

Associate Director

Bio →

Matt Apkarian, CFA

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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