Date Posted: Nov 29, 2013

Insight November 2013

The November issue of Insight is our traditional examination of how year-to-date sales have fared, and which companies have sold the most across asset categories and product structures.  The report highlights the substantial amount of net new money—and gross sales—into investment funds during this year and how changing asset class preferences have shaped the results of different fund sponsors. The focus of the main feature is on mutual funds, while a special feature zeroes in on exchange-traded funds (ETFs). The Trendlines article, on the back page of the report, looks at the sales environment for segregated funds, paying particular attention to the impact of those products on mutual fund sales.
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