The mutual fund industry is undergoing eight major trends now, according to new research released by Tiburon Strategic Advisors.

The eight trends include moderate industry growth, investment style shifts, and evolving product structures. Other trends include evolving markets and distribution channels and evolving wholesaler models. The industry will also experience distancing of its leaders, consolidation of mutual fund companies and finally, huge non-U.S. opportunities.

These trends are outlined in the research paper Mutual Funds: America’s Primary Investment Vehicle.

The research addresses the market’s history and growth, as well as trends in product development, (such as, target date funds, socially responsible funds, '40 act hedge funds), pricing parameters (such as share classes, mutual fund wrap programs, performance fees), and distribution channels (like wirehouses, mutual fund supermarkets, independent reps, fee-based financial advisors, 401(k) plans, international markets).

The research also explains the history of mutual funds in five phases, including the formation phase, early expansion phase, more rapid expansion phase, scandals phase, & exchange traded funds emergence phase.

The research can be subscribed to via the Tiburon website. 

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