Spotlight: Fund Distribution
Bolting Past the Traditional
As new platforms develop, investing is becoming
more about the strategy than the fund vehicle
in which it comes.
An industry weaned on the
traditional sales pitch
is being forced to adapt to
new products, sophisticated
investors, lower fees,
A Good Fit
Well-regarded David Corkins
kept a low profile after
leaving Janus—until he
made a play for like-minded
Fund Distribution Has Been Turned on Its Head. Now What?
Advisors struggle to define their role in the new model.
Winning the Distribution Battle
The path to sales success: institutional excellence.
Active ETFs Wait for Their Heyday
They offer investors low costs and transparency, but even after the ballyhooed launch
of PIMCO Total Return, they remain a tiny part of the ETF universe.
A Fund Firm Defies Indexing Trend
MFS thrives selling actively managed equity funds at a time when most firms
are seeing outflows in those strategies.
Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2013