U.S. Product Development 2025
Future-Proof Product Initiatives
- Explore market sizing and pricing trends for various investment vehicles, including mutual funds, money market funds, exchange-traded funds, and closed-end funds
- Discover best practices for the product organizational structure
- Understand the priority placed by product organizations on incorporation of ESG/SRI principles into investment products
- Make informed product development and management decisions using end-investor and advisor demographic and attribute data
- Evaluate the expansion of product lines in new vehicle structures, with a focus on exchange-traded funds (ETFs) and the choice of active ETF structures
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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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