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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 Mutual Funds Research Suite

Monthly Highlights prior reports
Monthly Fund Industry Review: December 2011
 
New Fund Filings [monthly] prior reports
New Fund Filing Review: December 2011
 
Trend Analytics [monthly]
Monthly FlowWatch Statistics
 
Windows into the Mutual Fund Industry [quarterly review] prior reports
Windows Into the Mutual Fund Industry November 2011
 
Executive Insight [periodic] prior reports
Mutual Fund InnovationWatch: December 2011
Fund Fees In Europe: SI Total Expense Ratio Study Commissioned by EFAMA
The Evolution of Fund Fees In Europe: Supplementary Commentary to EFAMA Study
 
Overview Series [annual studies] prior reports
July 2011 VA Fund Flow Watch

Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2010

Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2010
 
Global Research prior reports
Global Mutual Fund FlowWatch - November 2011 Results
 
Simfund ® Database Resources
Simfund: Mutual Fund Database
Simfund: Variable Annuities Database
 


 

Simfund® MF Training Sessions

All sessions are listed in Eastern Standard Time (EST)

Simfund® Basics

Wed Nov 23rd at 3pm
Wed Dec 7th at 3pm
Wed Dec 21st at 3pm
Wed Jan 4th at 3pm
Wed Jan 18th at 3pm

Simfund® Intermediate

Wed Nov 30th at 3pm
Wed Dec 14th at 3pm
Wed Dec 28th at 3pm
Wed Jan 11th at 3pm
Wed Jan 25th at 3pm

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Simfund® VA Training Sessions

All sessions are listed in Eastern Standard Time (EST)

Thu Feb 2 at 3:00 pm
Thu Feb 9 at 3:00 pm
Thu Feb 16 at 3:00 pm
Thu Feb 23 at 3:00 pm

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Simfund Filing ® Training Sessions

All sessions are listed in Eastern Standard Time (EST)

Tues Jan 31 at 2pm
Tues Feb  7 at 2pm
Tues Feb 14 at 2pm
Tues Feb 21 at 2pm
Tues Feb 28 at 2pm

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