2015 Mutual fund developments: looking back to see what’s ahead

At a glance

2015 Mutual Fund Developments: Looking back to see what’s ahead

This report casts a very broad net and explores the array of historic changes confronting the industry over the past year—including changes in investor preferences, regulation, financial reporting, auditing, and taxation.

The mutual fund industry adapted to business, regulatory, tax, and financial reporting challenges and changes in 2015—solidifying its commercial appeal and resilience—while preparing for further evolution and additional headwinds in 2016.

This report 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.