trendspotting Sept-Oct 2008

Mutual Funds, Watch Your Backs

While the demand for mutual funds remains strong, other solutions are gaining ground

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Data & Research

August 11th, 2025

Interest in non-U.S.-equity exchange-traded funds is growing and investors are also rotating out of small-cap equities.

Data & Research

July 29th, 2025

Registered investment advisers held nearly half of all active ETF assets and almost 40% of total ETF assets last year,...

Data & Research

July 28th, 2025

The paper introduces principles based on five core areas: fiduciary process, value for money, asset class distinctions, operations and participant...

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