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Percentage of Managers Currently Receiving Advisor Data by Type Source: FUSE Survey: 2022 State of Distributor-Manager Partnerships

Unlisted closed-end funds have continued to reach new records, surpassing $105 billion in assets at the end of 3Q22.

During the second half of 2022, passive Core Bond funds attracted all the assets, while their actively managed counterparts treaded water. Flows to actively managed Core Bond funds turned positive in January, but outperformance of passive persisted.

The number of Product Specialists and Client PMs used in the sales process has been trending gently upward over time as asset managers are increasingly recognizing their value.

External field sales has received only incremental increases in training despite an increase in the amount of strategies and vehicles, which presents a high hurdle for success.

Financial advisors are looking to cut back on the number of interactions they have each year with their top three wholesalers.

2022 saw record net flows for active ETFs with $89.7 billion in net inflows, a 12% increase from 2021.

Completion funds with more than $1 billion in assets as of December 2022 have experienced growth over the past two years.

Thematic funds, which FUSE defines as mutual funds/ETFs that invest across sectors in broad themes such as disruption or clean energy, ended last year with …

Asset managers are constantly nurturing and developing their relationships with broker/dealer due diligence teams, and outreach is a crucial part of this nurture and development. …