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 | View 2016 Agenda

Monthly Reports

  • Monthly Highlights: May 2016
  • New Fund Filing Review: May 2016
  • Quarterly Reports

  • Windows Into the Mutual Fund Industry May 2016
  • U.S. Intermediary-Sold Fund Distribution Review Q1'2016
  • Product Watch - November 2015
  • Q1’2016 Liquid Alternatives Overview
  • Periodic or Annual Studies

  • Evolving Active/Passive Considerations and Perspectives around Advisor Demand "Elasticity"
  • Additional Research Resources

    Latest Webcasts: DOL Fiduciary Rule – Assessing Key Potential Fund Industry Implications

    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
  • DC Flow Watch
  • Lifecycle Insights
  • Global Research

  • ETF FlowWatch - May 2016
  • 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:

  • Asset Management Industry Market Sizing: 2014-2019
  • Alternatives Industry Analysis 2014
  • College Savings: 529 Qualitative and Quantitative Analysis
  • Learn more
  • The Trusted Business Intelligence Tool for Strategic and Product Decisions in the Canadian Fund Market

    THE POWER OF DISTRIBUTION DATA: SIMFUND PRO,7.0

    REVOLUTIONIZING ACCESS TO DISTRIBUTION DATA

    Simfund Resources
    • Downloads
    • Online Training
    • Support
    Simfund Pro, 7.0 Apr 2016 Download
    Simfund MF May 2016 Download
    Simfund TD Apr 2016 Download
    Simfund VA Apr 2016 Download
    Simfund GL Apr 2016 Download
    Simfund SV Apr 2016 Download
    Use Simfund's capabilities to increase your firm's analytical strength and productivity.
    For Simfund technical support, such as problems downloading, installing, updating , or run-time errors, please contact:

    Simfund Technical Support
    (212) 217-6899
    support@sionline.com