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Monthly Archives: March 2019

Mutual Fund Share Class Churn Shows No Signs of Slowing Down in 2019

Product rationalization has been at the forefront of the mutual fund industry over the last few years. As a result, share class “churn,” which ramped up starting in 2016, is on pace to continue as managers add and replace share classes that better fit the current consumer demand. Read more

Moving Towards a Model-Driven World: Fund Roundtable Recap

Recently we had the opportunity to gather with asset managers and others in mutual fund operations in Boston for our annual roundtable, where we discussed many of the pressing issues changing our industry. We realize how difficult it can be to take a step back to evaluate how our industry is changing, so we’re grateful to have had the opportunity to hear from key companies and individuals to strategize on challenges and opportunities brought on by industry disruption. Read more