Part four of MFEA’s DOL webinar series is now available. Scott Burns of Morningstar shared his perspective on how recent Washington happenings will affect the DOL ruling.
KEY TAKEAWAYS Session 1 MFEA/Casey Quirk Re-Inventing Active Passive Study Ben Phillips, Principal, Investment Management Lead Strategist-Consulting — Casey Quirk by Deloitte 1. Sixty-two percent of respondents expect the growth rate of passive to continue to grow, but not any faster than it is now. 2. Fee pressure is expected to accelerate over the next five years (55%). 3. Optimizing Product Lineup is the primary lever organizations are using to protect against the growth of passive (66%). Organic Product Expansion is the primary strategy firms are using (61%). 4. The primary distribution level firms are using to maintain distribution productivity