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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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 2024 — September 2024 Issue
Featuring:
- Changing Vehicles: Institutional Investors
August 2024 — August 2024 Issue
Featuring:
- Advisor Beliefs Regarding Active and Passive Investment Strategies
July 2024 — July 2024 Issue
Featuring:
- Custom Asset Allocation Model Portfolios Come Into Focus
June 2024 — June 2024 Issue
Featuring:
- If You Want Crypto, Buy It Yourself
May 2024 — May 2024 Issue
Featuring:
- Ripe for a Shake-Up
April 2024 — April 2024 Issue
Featuring:
- Alternatives in Defined Contribution Plans
March 2024 — March 2024 Issue
Featuring:
- Institutional Investors’ Renewed Demand for Fixed Income
February 2024 — February 2024 Issue
Featuring:
- Investment Management Services Remain Central Fixture of Intermediary Offerings
January 2024 — January 2024 Issue
Featuring:
- Active Management Seeks to Gain Traction via ETFs and Alternatives
December 2023 — December 2023 Issue
Featuring:
- SMAs: What’s Old Is New
November 2023 — November 2023 Issue
Featuring:
- Advisor Alternatives Adoption in a Rising Rate Environment
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.
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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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