Part II | Distribution Trends and Best Practices for Mutual Fund Firms

Part II | Distribution Trends and Best Practices for Mutual Fund Firms
The asset management distribution landscape is undergoing rapid change. Share class definitions are shifting and use of “alternative” products is expanding. As a result, operational challenges abound.

Part I | Distribution Trends and Best Practices for Service Providers

Part I | Distribution Trends and Best Practices for Service Providers
The shifting landscape in asset management distribution is changing how managers define share class structures, leading to evolving operations and technology needs. Transfer agents and record keepers are particularly affected by shifts in service needs and pressure to reduce costs.

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