Global Fund Lineup Turnover

Demystifying the intricacies of investment firm activities and global trends.

The financial landscape is ever-changing, and understanding the dynamics of fund turnover can be pivotal for your success as a financial advisor. The research in this report reveals significant variation in firms’ turnover ratios across different domiciles and types of products.

While product development is crucial for maintaining viable lineups and offering new investment opportunities, this study also identifies certain areas where high lineup churn may be detrimental to investors.

Download this report now to deepen your knowledge and tools needed to navigate the complexities of fund lineup turnover in the global financial market.