Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the #industry and imperative to the #productrationalization process. Explore more in our latest Cerulli Edge: cerulli.com/press-releases… Matt Apkarian, CFA

According to our research, 73% of #fundmanagers said they focus on vehicles, such as #ETFs and #collectiveinvestmenttrusts . Another 61% prioritize illiquid #alternative capabilities. Find out more in Ignites: ignites.com/c/4478124/5850… Matt Apkarian, CFA

Our latest Cerulli Edge—U.S. Monthly Product Trends analyzes product trends as of February 2024, including #mutualfunds and #ETFs and assesses #institutional investors’ expected allocations to #fixedincome . Explore more: cerulli.com/press-releases… Daniil Shapiro 🇺🇦 Matt Apkarian, CFA

#ETFModelPortfolios stat of the day: '66% of advisors believe their practice could better handle fee compression if they implement third-party models' - Source: WisdomTree

If #bitcoin was to crater and go towards zero, there can be some damage to their reputation because some #clients might view allowing products on a platform as some sort of stamp of approval, said Matt Apkarian, CFA. Read more: wsj.com/finance/curren… The Wall Street Journal Vicky Ge Huang

#ETFModelPortfolios stat of the day: “85% of wealth outsourcers won new business during volatility versus 69% who do not use models or SMAs” Source: BlackRock

This is good for investors, but still unclear as to why the fee isn’t just being adjusted on GBTC, and what portion of assets will be spun off?

The built-in in-kind redemption process “greatly reduces #capitalgains borne by fund #investors and intraday #trading capabilities,” said Matt Apkarian, CFA. Read more in the Financial Times: ft.com/content/860275… Alyson Velati Financial Times

Another movement by asset managers looking to produce income for their clients without having to buy dividend-paying securities.

BlackRock to Acquire SMA Manager SpiderRock fundfire.com/c/4447144/5791…

At Cerulli, we meet our clients where they are—Brazil is no exception! Thank you Matt Apkarian, CFA for going the extra mile to discuss key topics in U.S. wealth management, including growing advisor practices, attracting clients, and more at the BTG Pactual Summit 2024.

Despite the strategic priority that aligning product lineups through #rationalization takes at many #assetmanagement firms, 71% of managers believe that it happens too slowly across the industry. Explore more: cerulli.com/press-releases… Matt Apkarian, CFA

Check out our latest issue of The Cerulli Edge—U.S. Monthly Product Trends! This issue analyzes product trends as of December 2023, including #mutualfunds and exchange-traded funds (ETFs). Learn more: cerulli.com/press-releases… #etfs Daniil Shapiro 🇺🇦 Matt Apkarian, CFA

Our latest Cerulli Edge—U.S. Monthly Product Trends analyzes product trends as of November 2023, including #mutualfunds and #ETFs , and explores the rise of separately managed accounts (SMAs). Explore more: cerulli.com/press-releases… Daniil Shapiro 🇺🇦 Matt Apkarian, CFA

69% of #assetmanagers believe a #recession in the next 12-24 months would increase demand for #activemanagement . Find out more in our latest Cerulli Report—U.S. Product Development 2023: Resource Reallocation Through Product Rationalization: cerulli.com/reports/us-pro… Matt Apkarian, CFA

ETFs have become the most preferred investment vehicle for financial advisors, according to Cerulli Associates [Cerulli Associates]. pulse.ly/6jtwe6lg0e

Hear from Matt Apkarian, CFA on Friday, Oct. 27 at 1:30 p.m. E.T. for FundFire’s Exchange webcast. Sign up today to hear how custom #modelportfolios can create stickier relationships, how #assetmanagers are finding shelf space, and more: fundfire.com/c/4284614/5549… FundFire Anthony Rifilato

When hearing the term “marketplace,” many may think of a #digital list of products that the user can shop through, looking for the right item that fits their needs. While that may be the foundation of some, today’s platforms offer so much more. Learn more: cerulli.com/reports/us-ass…

Our latest U.S. Monthly Product Trends analyzes product trends as of July 2023, including #mutualfunds and #ETFs , and explores #advisors ’ use of structured notes as an #alternativeallocation . Explore more: cerulli.com/press-releases… Andrew Blake Matt Apkarian, CFA

There is an element of luck associated with the launch of #thematic products, because by the time a strategy is launched the theme may have reversed due to it being overextended, Matt Apkarian, CFA said. Find out more: ignites.com/c/4199994/5382… #ETFs Ignites

#Investors around the world are aware that the asset growth and the prolonged period of low #interestrates that defined the decade-plus bull run are unlikely to return any time soon. Explore more in our latest Cerulli Report—Global Markets 2023: cerulli.com/press-releases…