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: January 2016
  • New Fund Filing Review: December 2015
  • Quarterly Reports

  • Product Watch - November 2015
  • U.S. Intermediary-Sold Fund Distribution Review 2015
  • Liquid Alternatives Overview - Q3’2015
  • Windows Into the Mutual Fund Industry November 2015
  • Periodic or Annual Studies

  • Perspectives on Bond Fund and High Yield Outflow Pressures Across Distribution Channels
  • Additional Research Resources

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

    Latest Webcasts: 5 Key Fund Industry Trends for 2016

    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

  • Asia FlowWatch - December 2015
  • 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
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    Simfund Resources
    • Downloads
    • Online Training
    • Support
    Simfund Pro, 7.0 Dec 2015 Download
    Simfund MF Jan 2016 Download
    Simfund TD Dec 2015 Download
    Simfund VA Dec 2015 Download
    Simfund GL Dec 2015 Download
    Simfund SV Dec 2015 Download
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