Date Posted: May 27, 2008

Insight May 2008 Monthly Update

The May issue of Insight examines the emergence of new players in the mutual funds industry in recent years. From the beginning of 2002 through April 2008, 40 companies entered the industry—three of those during the first four months of 2008 alone. What’s more, many of these firms have grown assets at a relatively healthy rate. Our analysis begins by documenting the growth of new entrants. We then narrow the field of 40 down to 20 “emerging companies.” This list includes those firms that have already made some market inroads, pursued unique strategies, or followed one or more of the five differentiation strategies we identify and describe, but excludes bigger players and LSVCC sponsors. We present a chronology of key events—launches and acquisitions by the companies on our list. After mapping the product shelf, we provide a close look at 10 of the emerging players via company capsules. The May Trend Lines article looks at Canadian exchange-traded funds (ETFs), which have experienced significant asset growth in recent years, emerging from the periphery to enter the mainstream of the financial services industry. The proliferation of products and the recent growth experience of the segment points to the fact that ETFs have found an audience among do-it-yourself investors, pension funds, private investment counsellors, mutual fund portfolio managers, hedge funds, and IDA-licensed advisors.
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