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2015 Mutual Fund Industry Outlook: Accelerating the quest for growth

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2015 will be a period of accelerating growth for mutual funds, with a sharpened focus on expansion and execution of growth-oriented strategies. Check out the four key areas that mutual funds will likely have to prioritize in 2015.

Read the full report here: http://www2.deloitte.com/us/en/pages/financial-services/articles/2015-mutual-fund-outlook.html

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2015 Mutual Fund Industry Outlook: Accelerating the quest for growth

  1. 1. + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + ++ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + ++ + + + ++ + + ++ + + + + + + + + + + + + + + + ++ + + + + + + + + + + + + + + + + + + ++ + ++ 2015 will be a period of accelerating growth for mutual funds, with a sharpened focus on expansion and execution of growth-oriented strategies. Check out the four key areas that mutual funds will likely have to prioritize in 2015. Governance and conflicts • The risk focus will be targeted toward the integration of risk and compliance, governance and conflicts of interest, and how these issues influence firms’ overall reputation • Risk management and regulatory oversight will focus on: – Managing a firm’s reputation through ensuring governance measures are firmly in place and monitored – Implementing and maintaining a clear risk vision with supporting “tone at the top” As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. Copyright © 2015 Deloitte Development LLC. All rights reserved. Member of Deloitte Touche Tohmatsu Limited 2015 Mutual Fund Outlook Accelerating the quest for growth Distribution and technology • Focus on increasing distribution • With 51 percent of mutual fund assets now held outside the US, the drive for global distribution is increasing • Investments in technology and a data-driven approach to distribution, including data hub and predictive analytics, will be key in 2015 Product revenue • Unlock revenue opportunities by introducing higher-fee products and gaining organizational efficiencies • Capture the loyalty of the next generation of investors • To standout in a product-rich marketplace, investment managers will need to: – Seek revenue-oriented strategies in newer, high-growth areas – Place an emphasis on education around investment philosophy and process Operational innovation • The industry will move from a cost-containment strategy to one of expansion and reevaluation of global operating models • Operations will regroup, maintain the business, and support growth-orientated opportunities • The key themes that will evolve include: data management, cyberrisk, extended enterprise management, workflow analysis, books of record, and customer experience

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