Why Fund-of-Funds Managers Are Increasingly Embracing Passive Bond Funds
Passive mutual funds remain consistently popular, accounting for 30.2% of fixed-income allocations – a figure that has held steady.
Launches and Liquidations Q1 2025: Mutual Funds vs. ETFs
In this dynamic landscape, an impressive total of 195 new funds were introduced in just the first three months—a figure that more than doubles the 94 new funds recorded in the same period last year, Q1 2024 .
CIT Assets Reach New Heights: Exploring the US $6tn Opportunity
Collective investment trusts have aggressively pursued opportunities within retirement channels that were historically built around, and provided greater protection for, mutual funds. Data from Simfund found assets in CITs crossed US$6.1 trillion in September 2024.
ISS Market Intelligence Forecasts Long-term U.S. AUM to Reach $37.4 Trillion by End of 2028
The report projects that long-term assets under management (AUM) will climb approximately $12 trillion from 2024 to 2028, to an estimated $37.4 trillion by the end of 2028.
Windows into Defined Contribution, Q2 2023
The more fragmented nature of the advisor-sold market has helped mutual funds hold on as a default choice, as CIT providers must seek out a larger number of plans to account for the same level of assets.