Industry Analysis & Industry Trends
While assets under management (AUM) have fluctuated since 2006, the industry continues to be concerned with reduced fees. Capital markets depreciated dramatically during the five years to 2012 as high unemployment led to less income and investment savings, while recessionary cuts in company dividends and defined-contribution employee matching exacerbated the downturn. Rebounding capital markets and renewed company dividends at the end of the five-year period will support industry growth... purchase to read more
Industry Report - Industry Analysis Chapter
The Open-End Investment Funds industry in the United States comprises mutual funds and exchange-traded funds (ETFs), which are legal entities (funds) that earn fees to pool and invest capital in various securities. These investments give industry participants rights to a proportional share of fund performance. Capital markets, where industry securities are traded, are the primary driver of industry performance. The largest asset classes, or types of securities held by industry funds, are equity and debt securities. Rises in the S&P 500 index, an indicator of equity prices, increase the value of industry assets and industry performance... purchase to read more