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2015 will be a period of accelerating growth for mutual
funds, with a sharpened focus on expansion and execution
of growth-oriented strategies. Check out the four key areas
that mutual funds will likely have to prioritize in 2015.
Governance and conflicts
• The risk focus will be targeted toward the integration of risk and compliance,
governance and conflicts of interest, and how these issues influence firms’
overall reputation
• Risk management and regulatory oversight will focus on:
– Managing a firm’s reputation through ensuring governance measures
are firmly in place and monitored
– Implementing and maintaining a clear risk vision with supporting
“tone at the top”
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2015 Mutual Fund Outlook
Accelerating the quest for growth
Distribution and technology
• Focus on increasing distribution
• With 51 percent of mutual fund assets now held outside the
US, the drive for global distribution is increasing
• Investments in technology and a data-driven approach to
distribution, including data hub and predictive analytics,
will be key in 2015
Product revenue
• Unlock revenue opportunities by introducing higher-fee products and gaining organizational efficiencies
• Capture the loyalty of the next generation of investors
• To standout in a product-rich marketplace, investment managers will need to:
– Seek revenue-oriented strategies in newer, high-growth areas
– Place an emphasis on education around investment philosophy and process
Operational innovation
• The industry will move from a cost-containment strategy to one of expansion and reevaluation
of global operating models
• Operations will regroup, maintain the business, and support growth-orientated opportunities
• The key themes that will evolve include: data management, cyberrisk, extended enterprise
management, workflow analysis, books of record, and customer experience