Planning for 2015: What to Expect from Strategic Insight

This letter from SI’s Director of Research and co-founder Avi Nachmany shares highlights of SI’s 2014-2015 initiatives to help your firm and our industry. Learn more ›

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 2015 Agenda

Monthly Reports

  • Monthly Highlights: June 2015
  • New Fund Filing Review: June 2015
  • Quarterly Reports

  • U.S. Intermediary-Sold Fund Distribution Review Q1'2015
  • Liquid Alternatives Overview - 2014
  • Windows Into the Mutual Fund Industry May 2015
  • Periodic or Annual Studies

  • Newly Launched Funds: Advisor Acceptance and Pace of Adoption Across Distribution Channels
  • Additional Research Resources

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

    Latest Webcasts: Perspectives on Evolving Distribution Channel and Share Class Trends

    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 and Outlook Through 2020
  • DC Market Industry Briefing
  • Participant Behavior
  • Global Research

  • Global FlowWatch - May 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
  • 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 Jun 2015 Download
    Simfund MF Jun 2015 Download
    Simfund TD Jun 2015 Download
    Simfund VA May 2015 Download
    Simfund GL Jun 2015 Download
    Simfund SV May 2015 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
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