Unique insights into long-term mutual fund and ETF distribution trends by channel.
The following commentary reflects highlights from Fund Distribution Intelligence (Data as of March 31, 2014)
Our first quarter data reflected the ongoing trends we identified last year, in particular how retail channels continue to be the primary drivers of growth. Total long-term mutual fund (LTMF) and exchange traded fund (ETF) assets under management (AUM) increased 3.3 percent in the first quarter, to $8.8 TN. This was up from the previous 2.4 percent quarter-over-quarter growth rate. However, on a year-over-year basis, asset growth slowed to 12.6 percent from the full-year 2013 figure of 23 percent. Other notable data and trends include:
Fund Distribution IntelligenceTM comprises the most complete sales and asset data collection in the industry, creating transparency into more than $9 trillion of long-term mutual fund and ETF assets across 900+ distributors. This intelligence provides firms with critical information for distribution, product development and sales and marketing to make strategic decisions, effectively allocate resources, and accelerate growth. Data is collected monthly and can be analyzed by channel, geography and more. Data subject to occasional corrections and adjustments.
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