The Mobius Test: What Will It Take for New Products to Succeed?

Posted by Rubesh Jacobs on Thu, Apr 12, 2018

Legendary funds manager Mark Mobius recently announced that he will be forming new environmental, social and governance (ESG) funds, investing in emerging and frontier markets. The Mobius name plus emerging markets equity and ESG sounds like a perfect recipe for a successful new fund family, but even this dream combination has to execute a perfect fund launch to get there.


>
Read More

For Fund Launches, Slow and Steady Doesn't Win the Race

Posted by Jason Brown on Mon, Mar 05, 2018

My colleague Brian Keating made a great observation in a recent blog about the importance of optimizing the product launch strategy of new mutual funds and ETFs. Using examples from some specific fund launches, Brian observed that funds that reach peak market share faster can generate millions more in revenue than slower-launching but otherwise comparable funds.


>
Read More

What Asset Managers Can Learn From Pharma About Product Launches

Posted by Brian Keating on Mon, Feb 26, 2018

How quickly an ETF, mutual fund or other investment vehicle reaches peak market share can have a massive impact on a company’s bottom line. In fact, according to ZS’s analysis of mutual fund launches between 2002 and 2012, reaching peak market share in 24 months instead of 36 could generate an additional $5 million in revenue for the average new fund, and up to $50 million for some larger funds in the first 36 months alone. But one question remains: How can we accelerate growth?


>
Read More