Monday, December 29, 2014

Mutual Funds' Trends in Flow of Funds


$92bn is the net amount that flowed out of actively managed US equity funds in the past 12 months.

$156bn is the net amount that flowed into passive US equity funds over the same period.

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$1tn is the new money flowing into mutual funds each year.

$37tn is the estimated amount of money managed by the mutual fund industry globally.

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$275bn is the new money that flowed into ETFs (exchange traded funds) in the past 12 months.

$2.76tn is the estimated amount of assets in ETFs globally, versus 1/10 this amount 10 years ago (2004).


Source: Financial Times, Dec. 22, 2014, p. 6






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