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Friday, December 31, 2021

The Most Popular Stories of 2021

Reported by Neil Anderson, Managing Editor

Here's a look back on 2021 and the most-read stories each month in the advisor-sold asset management industry.

January
A 27-Year-Old Firm's New CEO Picks a Distro Chief (January 26)
The freshly promoted exec has 17 years at the mutual fund firm and its parent.

February
AIG Will Sell Most of Its MF Biz (February 8)
A subadvised fund firm will take over the bulk of the insurer's $7.8-billion-AUM retail mutual fund business.

March
100 Fund Firms Win Big, With Morgan Stanley Leading the Pack (March 12)
An industry research organization's team reveals the winners of their 2021 fund awards.

April
April Fools For Fundsters (April 1)
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day.

May
Reynolds Kicks Off Putnam's ETF Push (May 26)
An 84-year-old active mutual fund firm is entering the exchange-traded fund side of the business ... but only on the active side.

June
Dodge & Cox, Fidelity, and Pimco Win Big (June 22)
An investment research giant's team reveals the winners of a third annual awards program.

July
Touchstone Seals a $6.8B-AUM Deal (July 22)
The subadvised fund family now includes 32 mutual funds with $35.9 billion in AUM.

August
$6.6T Out of $9.46T, and Counting (August 31)
The ETFGI team shares some updated metrics about the industry.

September
A $4.1T-AUM Titan Is Hiring Thousands, But ... (September 1) Most of the new roles will not be investment ones.

October
A $1.1B Deal Will Include a Multi-Boutique AM's 6th Shop (October 21) One asset manager's publicly traded parent is buying another asset manager's publicly traded parent.

November
An ETF Strategist Sells For $480MM, Plus Earnout (November 5)
The Firm works with about $18 billion in assets, up $3.5 billion in the first three quarters of 2021.

December
A Value Investing Entrepreneur Dies at 80 (December 17)
His 31-year-old, $4.8B-AUM shop subadvises two mutual funds and manages SMAs. 

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  1. WE Boston - Women's Initiative Joint Spring Networking Reception, May 15
  2. MFDF In Focus: Making Sense of ESG - A Morningstar Guide, May 16
  3. SEC IM 2024 Conference on Emerging Trends in Asset Management, May 16
  4. ALFI Roadshow to the USA, May 16
  5. 2024 ICI Leadership Summit, May 21-23
  6. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  7. Schwab Institutional Investor Day, May 22
  8. MFDF Conference of Fund Leaders Forum, June 5
  9. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  10. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  11. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  12. 2024 Nicsa Fearless Leadership Symposium, June 12
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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