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News Bites | The state of the fund industry

August 24, 2011

News Bites is an occasional column in NICSA News that collects memorable facts, quotes and insights from our recent reading.

For the latest on the state of the fund industry, join us for the

NICSA General Membership Meeting and Best Practices Symposium

Wednesday, October 5th and Thursday, October 6th
Metro Meeting Centers, Boston

Keynote speakers
Robert Pozen, Chairman Emeritus
MFS Investment Management
Penny Alexander, Senior Vice President, Human Resources
Franklin Templeton Investments

Sessions in 3 tracks: Regulatory, Operations and Distribution

For complete program information and to register, visit the NICSA website

This edition of News Bites looks at looks at recent surveys assessing the state of the fund industry from Boston Consulting Group, KPMG and PwC. These were our takeaways:


1. Regulation is top of mind for the majority of industry executives. (KPMG)

2. Sales are concentrated in a small number of funds. (Boston Consulting Group)3. Even with some challenges, asset management executives are optimistic: the majority expect to add to staff over the next year. (KPMG)4. So maybe it’s no surprise that merger and acquisition activity is up. (PwC)Caution! All 3 surveys were completed before the recent market volatility — so views may be changing even as we write.

Be sure to join NICSA at our General Membership Meeting on October 5-6  in Boston for an update.


Links to the surveys mentioned in this post:

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