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

Boston HQ +1 617.437.0084

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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.

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Latest Issues

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September 2024 — September 2024 Issue

Featuring:

  • Changing Vehicles: Institutional Investors
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August 2024 — August 2024 Issue

Featuring:

  • Advisor Beliefs Regarding Active and Passive Investment Strategies
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July 2024 — July 2024 Issue

Featuring:

  • Custom Asset Allocation Model Portfolios Come Into Focus
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June 2024 — June 2024 Issue

Featuring:

  • If You Want Crypto, Buy It Yourself
Edge Images39

May 2024 — May 2024 Issue

Featuring:

  • Ripe for a Shake-Up
Edge Images17

April 2024 — April 2024 Issue

Featuring:

  • Alternatives in Defined Contribution Plans
Edge Images6

March 2024 — March 2024 Issue

Featuring:

  • Institutional Investors’ Renewed Demand for Fixed Income
USMPT Jan 2023

February 2024 — 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

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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 asset and wealth management industries.

Buy Now

Maeve Flanagan

Maeve Flanagan

Associate Director, Account Management

Boston HQ +1 617.437.0084

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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