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U.S. Product Development 2021

Understanding Investor Decision-Making Criteria for Product Use

Future-Proof Product Initiatives

  • Review the investment vehicle decision-making process for various client segments as they consume investment strategies
  • Explore future use of the mutual fund vehicle, including share class use, pricing, and asset class exposure
  • Discover product development trends within collective investment trusts and private funds

$19,500

Discounts available for bulk purchase

Report US Products and Strategies 2020 Detail

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Ryan Hanratty

Ryan Hanratty

Account Specialist

Summary

Examine the complex U.S. product landscape for institutional and retail client segments, with special focus on financial advisor product use. Understand how advisors are using active and passive, which investment vehicles they prefer, and how they allocate client assets across asset classes/strategies.

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