Assessing the Product Development Landscape

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Presentation transcript:

Assessing the Product Development Landscape October 10, 2017

Assets: Institutional vs. Retail US Retail $20T Sources: eVestment, Morningstar, FUSE

“Retail” Assets by Decision Maker Shift to centralized accelerated by 2008 Market Crash and Shift to Advisory Platforms Source: FUSE

Mutual Fund Industry Overview Assets $13.7T (Aug ’17) Net Sales ($ bil) Sources: FUSE, Morningstar

Industry Net Sales Trends Sources: FUSE, Morningstar

Smart Beta products have proliferated Sources: FUSE, Morningstar

SMA Growth: Traditional vs. Model Delivery AUM $B Sources: FUSE, Money Management Institute

Market Demands of Active Managers Consistent & Repeatable Process Sustained Alpha* Demonstrable Risk Management “Competitive” Fees Stability (across the entire organization) Impeccable Service & Support (personalized) Impactful Thought Leadership Source: FUSE

Challenges & Concerns Getting New Funds to Scale Beta, Strategic Beta, Smart Beta, Factor-based Investing Access to Advisors…Future of Wholesaling DOL / Fiduciary Rule and commissionable products Revenue Sharing & Additional Educational Charges Paring of Distributor Approved Lists Selling Product or Positioning in the Solution Role of Professional Buyers (includes home office model builders, 3rd party models, TAMPs, investment consultants, Sub-Advisor selectors, Retirement Plan platforms, Large RIAs and Advisor Teams (PBIG, Greystone, etc.) Pressure on Profit Margins Source: FUSE