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SI’s Windows is a monthly online and print newsletter written by SI analysts, based on the firm’s data-based research, covering the key areas of the US and global mutual fund industry.
View Windows into the Mutual Fund Industry: July 2008
Our latest Windows report provides a review of the first half of 2008, as well as more in-depth exploration of some issues of long-term interest. We discuss US and international fund trends, fund fees and profitability, income-at-retirement innovation (open-end “managed payout” funds), new fund successes, share class evolution, investment product patents, and closed-end fund turmoil. We also look at a possible proposal the SEC may be contemplating for changing Rule 12b-1 and discuss its potential implications for investors and industry participants.
In addition, we highlight new business intelligence tools (Simfund Asia and Simfund Europe databases) just released by SI to inform you of global growth opportunities—for the first time, intelligence on the entire world of mutual funds is available through one platform.
Windows into the Mutual Fund Industry Archive |
