Fund Distribution IntelligenceTM
Unique insights into long-term mutual fund and ETF distribution trends by channel.
Latest Distribution Insights
In the first six months of 2017, advisors from independent broker dealers and wirehouse firms added net new assets of $150 billion and $40 billion, respectively into institutionally priced actively managed funds. The majority of these positive flows were the result of conversions out of load funds (share class A, B and C), which decreased by $122 billion and $37 billion from independent and wirehouse broker dealers, respectively.