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For more than 20 years, Strategic Insight (SI) has anchored competitive research and business intelligence at the heart of the mutual fund industry, now nearly $30 trillion worldwide.

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Latest Reports and Resources



  Overview of Strategic Insight’s US Research Suite

Executive Insight prior reports
Financial Advisors In Transition: Establishing Relationships with High-Producing Advisors
 
Trend Analytics
Monthly FlowWatch Statistics
Quarterly Statistics
 
Monthly Highlights prior reports
Monthly Fund Industry Review: July 2010
 
New Fund Filings prior reports
New Fund Filings Review: July 2010
 
Overview Series prior reports
Money Manager Financial Comparisons 2009

Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2009

Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2009
 
Windows into the Mutual Fund Industry prior reports
Windows Into the Mutual Fund Industry August 2010
 
Global Research prior reports
Global Mutual Fund FlowWatch – 1H and June 2010 Results
 
Simfund ® Database Resources
Simfund: Mutual Fund Database
Simfund: Variable Annuities Database
 


 

Simfund® Release Info
MF Updates
July 2010 data is now available.
VA Updates
July 2010 data is now available.
GL Updates
June 2010 data is now available.
 
Simfund® MF Training Sessions

All sessions are listed in Eastern Standard Time (EST)

Simfund® Basics

Wed Sep 1st at 3pm
Wed Sep 15th at 3pm
Wed Sep 29th at 3pm
Wed Oct 13th at 3pm
Wed Oct 27th at 3pm

Simfund® Intermediate

Wed Sep 8th at 3pm
Wed Sep 22nd at 3pm
Wed Oct 6th at 3pm
Wed Oct 20th at 3pm

 

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Simfund® VA Training Sessions

All sessions are listed in Eastern Standard Time (EST)

Simfund ® VA Basics

Thu Sept 2nd at 3pm
Thu Sept 16th at 3pm
Thu Sept 30th at 3pm

Simfund ® VA Intermediate

Thu Sept 9th at 3pm
Thu Sept 23rd at 3pm


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