Keep an eye on
Causeway Capital [
profile],
Lazard [
profile],
PrimeCap Odyssey [
profile], and
Putnam [
profile] in 2015. And expect
Legg Mason [
profile],
Natixis [
profile], and
Vanguard [
profile] to have another good year.
The consultants at
Fuse Research Network are again offering fundsters
predictions for the new year. This time around the Fuse team points Causeway, Lazard, PrimeCap, and Putnam as the four "up & coming" mutual fund shops for 2015, highlighting their recent successes.
The report points to Legg Mason, Natixis, and Vanguard as examples of "the strong get stronger." The Fuse team expects more good sales news for all three shops.
On the flip side, the Fuse team predicts that 2015 will be a tough year for three mutual fund shops. They label
Calamos [
profile],
Davis & Selected Funds [
profile], and
RS Funds [
profile] all as "grinding it out for another year."
Fuse's new report also offers predictions regarding product development ("a slight decrease from 2014"), net flows ("a fourth consecutive year of solid industry net sales"), active vs. passive ("another year of erosion in the market share of actively managed products"), smart beta ("largely a marketing tool"), ESG investing ("an improved year for retail ESG products"), active ETFs ("it is unlikely that 2015 will be the breakout year"), liquid alternatives ("headwinds will moderate in 2015"), segmentation and salesforce management ("managers will increase headcount within their sales group"), distributor developments ("rep as portfolio manager programs will continue to grow assets"), and robo-advisors ("the growth ... will continue"). 
Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE