Cerulli Edge - Monthly Product Trends Edition Topic: Responsible Investing
Cerulli Associates, June 2011, Pages: 24
The Cerulli Edge™-U.S. Monthly Product Trends Edition is a monthly publication that provides regular and ongoing coverage of mutual fiunds and ETFs through the lens of retail third-party distribution in the U.S. It will monitor AUM and flows across all asset classes as well as offer insights and commentary on product trends.
The Cerulli Edge - U.S. Monthly Product Trends provides firms with a turnkey solution for tracking the latest product rankings, assets, flows, developments, and trends from a third-party distribution perspective.
In this issue, Cerulli analyzes mutual fund and ETF product trends as of May 2011. The report also provides special coverage on responsible investing, 529 plans, and money market funds.
Demand for Income
Monthly Data
Industry Overview
- Long-term Mutual Fund and ETF AUM and Flows
Mutual Fund Trends
- Managers
- Asset Classes
- Fund Categories
- US Stock Funds
- International Stock Funds
- Alternative and Commodity Funds
- Balanced Funds
- Taxable Bond Funds
- Municipal Bond Funds
- Active vs. Passive
ETF Trends
- Managers
- Asset Classes
- ETF Portfolios
Money Market Funds
- Assets and Flows
New Products
- Fund Launches
- Mutual Funds: Post-Launch Success
Special Coverage
Marketing on the Lean
- Marketing Resources
- Value-Add Programs
- RFP Teams
Monthly Spotlight
- Breaking the Buck? Money Markets
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