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Assisting 200 mutual fund related organizations with competitive intelligence, trends, research reports and support.


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  • Simfund Release Info
    MF Updates
    June 2008 data is now available.
    VA Updates
    May 2008 data is now available.
    Regular Simfund MF Training Sessions

    July 2008

    Simfund Basics
    Wednesday July 2nd @ 3pm Eastern Time
    Wednesday July 16th @ 3pm Eastern Time
    Wednesday July 30th @ 3pm Eastern Time

    Simfund Intermediate
    Wednesday July 9th @ 3pm Eastern Time
    Wednesday July23rd @ 3pm Eastern Time

    August 2008

    Simfund Basics
    Wednesday August 6th @ 3pm Eastern Time
    Wednesday August 20th @ 3pm Eastern Time

    Simfund Intermediate
    Wednesday August 13th @ 3pm Eastern Time
    Wednesday August 27th @ 3pm Eastern Time

     

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    ASIA FlowWatch

     

    Latest Reports and Resources Register for access | I'm registered but forgot my password

    Windows into the Mutual Fund Industry prior reports
    Windows into the Mutual Fund Industry: July 2008
     
    Overview Series prior reports
    Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2007

    Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2007

    Variable Annuity Trends: Industry Gearing Up to Meet Retirement Income Needs
     
    Global Research prior reports
    Global Mutual Fund FlowWatch - May 2008 Results
     
    Monthly Highlights prior reports
    Highlights of May 2008 Mutual Fund Industry Results
     
    New Fund Filings prior reports
    Highlights of New Fund Filings in May 2008
     
    Executive Insight prior reports
    Evolution of Value-Added Programs Delivered Via Wholesalers
     
    Trend Analytics
    Monthly FlowWatch Statistics
    Quarterly Statistics
     
    Simfund Database Resources
    Simfund: Mutual Fund Database
    Simfund: Variable Annuities Database