mutual funds

Net flows into European active funds dip in February

By Warren S. Hersch | April 23, 2013

The report reveals that net new flows of passively managed mutual funds also dipped to €3.5 billion in February from €6.7 billion in January and €7.5 billion December.

Three-quarters of fee-based advisors use index funds

By Warren S. Hersch | March 25, 2013

More than half of fee-based financial advisors have invested more than 30 percent of clients’ assets in mutual funds.

Tiburon: Investable assets to hit $80T by 2017

By Warren S. Hersch | March 13, 2013

Investable assets market firms have gathered $63.1 trillion in assets, up 30 percent since 2004.

Mutual funds top products used by advisors

By Warren S. Hersch | March 7, 2013

The majority of advisors use mutual funds, common stock, ETFs and variable annuities.

Investable assets to hit $80T by 2017

By Warren S. Hersch | March 1, 2013

Assets market firms have gathered $63.1 trillion in assets under management, generating $162 billion in revenues.

European fund of fund flows increased 40% in December

By Warren S. Hersch | February 28, 2013

The gain, however, remains below the fourth quarter peak of €2 billion ($2.6 billion) attained in October of 2012.

Cerulli: Equity funds dip as share of Chinese mutual fund AUM

By Warren S. Hersch | February 20, 2013

The report shows that equities fell in June to 25.6 percent of open-end mutual fund assets under management. This compares to 48.8 percent in 2011, 54.5 percent in 2010 and 59.4 percent in 2007.