Latest Research

Core U.S. Fund Research Subscription

This subscription includes access to more than 50 studies published each year. In addition, subscribers are offered presentations, Webcasts and ad-hoc advisory. Register | Learn more

Monthly Reports

  • Monthly Highlights: February 2014
  • New Fund Filing Review: February 2014
  • Monthly FlowWatch Statistics
  • Quarterly Reports

  • Windows Into the Mutual Fund Industry February 2014
  • Periodic or Annual Studies

  • Distribution of Liquid Alternative Mutual Funds - Assessing Advisors' Growing Demand Across Channels
  • U.S. Intermediary-Sold Fund Distribution Review 2013
  • Additional Research Resources

    Industry Briefings: Key Trends, Distribution, Fund Innovation, DC, ETF

    Latest Webcasts: Distribution of Liquid Alternative Mutual Funds – Assessing Advisors’ Growing Demand Across Channels

    Expanded Research Subscriptions

    Strategic Insight offers a number of practice areas with in-depth and dedicated research, available through additional subscriptions.

    DC Retirement Research

  • DC Market Sizing & Outlook 2013
  • Plan Sponsor Expectations of Action
  • Redefining the DC Gatekeeper
  • Global Research

  • Asia FlowWatch - February 2014 Results
  • Sub-Advisory Research

    The most comprehensive suite of sub-advisory data, research, and analysis. Learn more

    In-Depth Research Practices

    Research practice areas and recent reports include:

  • Looking Ahead: Asset Management Market Sizing, 2012-2017
  • Alt Investments: Encyclopedia of ’40 Act Alternatives
  • College Savings: 529 Qualitative and Quantitative Analysis
  • Learn more
  • Nov 20, 2013 - An ocean of cash: Inflows into US stocks in 2013 equal the past four years combined. But does this mean that US investors feel optimistic? In this video, Financial Times’ John Authers speaks with Avi Nachmany, Strategic Insight co-founder and Director of Research, about mutual fund flow trends and investor sentiment in the US.

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    Simfund Resources
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    Simfund MF Mar 2014 Download
    Simfund TD Feb 2014 Download
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