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Data & Research December 24, 2012
Asset Managers Focus on Value-Add Programs
Shifting sales strategies cause asset managers to
focus on value-add programs, research found.
Reported by Jill Cornfield
A majority (53%) of marketing managers rate value-add programs as very important to their firm, and 63% say that these programs are more important than they used to be, according to Cerulli Associates’ analysis of mutual fund and exchange-traded fund (ETF) product trends as of November 2012.
In the December trends issue, Cerulli provides special coverage on socially responsible investing and value-add programs. There is also insight into passively managed mutual funds versus passively managed ETFs.
Additional findings from the December 2012 issue include:
- 40% of investment consultants had dedicated resources for socially responsible investing and environmental, social, and governance themes. An additional 10% are currently in the process of adding these resources.
- In November, ETFs scored $15.5 billion, their highest monthly inflow since July, when inflows reached $20 billion. Asset classes directing year-to-date inflows ($150 billion) were taxable bond, international stock, and U.S. stocks.
More information, including how to purchase a copy of the Cerulli Edge, U.S. Monthly Product Trends 2012 December, is available here.