2015 Mutual fund developments

Looking back to see what's ahead

Dear clients and friends,


​I hope that your 2016 is off to a great start!

​The new year offers the opportunity for each of us to reflect

​​on the past year and to look forward to what the coming

​​year may bring. As the title suggests, 2015 Mutual Funds

​​Developments: Looking Back to See What’s Ahead

​​examines the industry’s meaningful evolution during the

​​past year. It also discusses how these significant

​​developments are expected to shape the industry’s agenda

​​and areas of focus for 2016.


​​​While developing this report, we cast a very broad net and

​​explored the array of historic changes confronting the

​​industry over the past year—including changes in investor

​​preferences, regulation, financial reporting, auditing, and

​​taxation.




​We hope that you will find this material not only

​​informative but also a useful tool for mitigating the

​​challenges and addressing the opportunities ahead.




​​If you have feedback, questions, or would like additional

​​information, please contact me or any of our subject matter

​​specialists noted in the publication.

​​With best wishes for a successful 2016!




























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