PLANADVISER - Winter 2023 - 4

Just the Facts
Mutual Funds Face Some Competition
Among ISS BrightScope's
NEXUS consortium members,
mutual funds make up
about 30% more assets
and gross inflows than do
collective investment trusts.
The graph demonstrates
that aggregate advantage
for mutual funds, displaying
quarterly gross inflows for
them as well as for CITs since
the beginning of 2020.
The more fragmented nature
of the adviser-sold market
represented by NEXUS has
helped mutual funds hold
on as a default choice, as
CIT providers must seek out
a larger number of plans to
account for the same level
of assets.
$107.2b
Q1 2022
Mutual
Fund
Inflows
$80.8b
Q1 2020
$86.0b
Q1 2021
$69.7b
Q1 2023
$75.4b
Q3 2021
CIT
Gross
Inflows
$22.4b
Q1 2020
$15.1b
Q3 2020
Source: ISS Market Intelligence, " Windows Into Defined Contribution " series
$22.2b
Q1 2021
$19.3b
Q3 2021
$30.5b
Q1 2022
$60.5b
Q3 2022
$17.8b
Q1 2023
$15.6b
Q3 2022
4 planadviser.com | Winter 2023 | Plan Management Art by Klaus Kremmerz
http://www.planadviser.com

PLANADVISER - Winter 2023

Table of Contents for the Digital Edition of PLANADVISER - Winter 2023

Publisher’s Note
Just the Facts
On the Move
Nuts & Bolts
What’s Next?
Best Foot Forward
2023 PLANADVISER National Conference
Cybersecurity Conference
Let It Ride
Cultivating Connections
The Risks of Custom TDFs
Managed Account Services
People-Savvy
Be Sure They Get the Message
End Paper
PLANADVISER - Winter 2023 - Cover1
PLANADVISER - Winter 2023 - FC1
PLANADVISER - Winter 2023 - FC2
PLANADVISER - Winter 2023 - Cover2
PLANADVISER - Winter 2023 - 1
PLANADVISER - Winter 2023 - Publisher’s Note
PLANADVISER - Winter 2023 - 3
PLANADVISER - Winter 2023 - Just the Facts
PLANADVISER - Winter 2023 - 5
PLANADVISER - Winter 2023 - 6
PLANADVISER - Winter 2023 - 7
PLANADVISER - Winter 2023 - On the Move
PLANADVISER - Winter 2023 - 9
PLANADVISER - Winter 2023 - 10
PLANADVISER - Winter 2023 - 11
PLANADVISER - Winter 2023 - Nuts & Bolts
PLANADVISER - Winter 2023 - 13
PLANADVISER - Winter 2023 - What’s Next?
PLANADVISER - Winter 2023 - 15
PLANADVISER - Winter 2023 - 16
PLANADVISER - Winter 2023 - 17
PLANADVISER - Winter 2023 - 18
PLANADVISER - Winter 2023 - Best Foot Forward
PLANADVISER - Winter 2023 - 20
PLANADVISER - Winter 2023 - 21
PLANADVISER - Winter 2023 - 2023 PLANADVISER National Conference
PLANADVISER - Winter 2023 - 23
PLANADVISER - Winter 2023 - 24
PLANADVISER - Winter 2023 - 25
PLANADVISER - Winter 2023 - Cybersecurity Conference
PLANADVISER - Winter 2023 - 27
PLANADVISER - Winter 2023 - Let It Ride
PLANADVISER - Winter 2023 - 29
PLANADVISER - Winter 2023 - 30
PLANADVISER - Winter 2023 - 31
PLANADVISER - Winter 2023 - Cultivating Connections
PLANADVISER - Winter 2023 - 33
PLANADVISER - Winter 2023 - The Risks of Custom TDFs
PLANADVISER - Winter 2023 - 35
PLANADVISER - Winter 2023 - Managed Account Services
PLANADVISER - Winter 2023 - 37
PLANADVISER - Winter 2023 - People-Savvy
PLANADVISER - Winter 2023 - Be Sure They Get the Message
PLANADVISER - Winter 2023 - End Paper
PLANADVISER - Winter 2023 - Cover3
PLANADVISER - Winter 2023 - Cover4
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