What active funds must do to survive: Cerulli
'Active fund families that have grown organically have shown that there is, in fact, a viable path to success,' said Ed Louis, senior analyst at Cerulli.
Asset managers
Flight from active to passive funds and ETFs slowed in September: Morningstar
Among all U.S. open-end mutual funds and ETFs, Fidelity Advisor Growth & Income saw the most inflows of all active strategies at $1.8 billion, the fund's highest inflows in a...
Transparency, low-cost will guarantee a market for clean-shares: Cerulli
Despite the death of the DoL Conflict of Interest Rule and lack of clarity around the inclusion of sub-transfer agent (sub-TA) fees, clean-share mutual funds will likely have a...
Asset managers focus on advisor behavior: Cerulli
'Just 53% of practices with assets under management (AUM) between $50 million and $100 million in-source their investment decision making,' said Ed Louis, a senior analyst at Cerulli, in...
Asset managers tweak their value proposition: Cerulli
'Asset managers are dropping fees on asset management products to near zero, instead choosing to charge for asset allocation,' says Cerulli analyst Bing Waldert.
