Report

U.S. Product Development 2020

Prioritizing Investment Product Initiatives

Future-Proof Product Initiatives

  • Gain insight into the pursuit of vehicle proliferation and how it fits into product team plans
  • Understand the fee landscape and learn how asset managers are reacting to fee compression
  • Evaluate how financial advisor portfolio objectives have shifted as a result of the COVID-19 pandemic in terms of vehicle allocations, asset class allocations, and sub-asset-class allocations
  • Review where the limited opportunity within the subadvised landscape lies

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Report US Products and Strategies 2020 Detail

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Ryan Hanratty

Ryan Hanratty

Account Specialist

Summary

Learn how asset managers are pursuing various product initiatives, including expanding their investment vehicle offerings, incorporating environmental, social, and governance (ESG) criteria into investment products and processes, developing/distributing asset allocation model portfolios, and fee modification and innovation.

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A Note from the Authors

Asset Managers Respond to Buyer Power

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Bio →

Brendan Powers, CFA

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.

Dennis Frank

Dennis Frank

Associate Analyst

Bio →

Dennis Frank

Dennis Frank

Associate 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.

Buyer power has become a significant factor contributing to fee compression, impacting both active and passive managers. We recently quoted in a press release, “The collective bargaining abilities of broker/dealer home offices and investment consultants/OCIOs allow them to more aggressively pursue pricing concessions from asset managers. They also can access lower-cost investment structures that may not have been previously available to them.” As a result, since 2017, we’ve seen product executives place a high priority on building out new investment vehicles, seeking to provide more flexibility to clients in selecting how they want to consume the strategies.

We believe this to mean that more exchange-traded funds (ETFs), separately managed accounts (SMAs), collective investment trusts (CITs), interval funds, and other vehicles will come to the market. The mutual fund will not disappear, but there will be a decline in development efforts. Explore these findings and more in our latest report.

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