TRYING TO MAKE SENSE OF MUTUAL FUND STATISTICS? WE’VE GOT YOU COVERED!
Statistics are a valuable tool. But, there is an even greater value derived when those statistics are broken down into meaningful components that are explanatory and easy to read. With this, we are pleased to present the inaugural IIAC Mutual Fund Industry Commentary. We’ve identified some key trends – where fund flows are leaving, where they are going, and the forces at play in the movement of mutual fund assets. We hope that this report helps drive your own attribution analyses and adds some context to your own perspectives. We will be producing these quarterly going forward and look forward to your feedback!