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 | Learn more

Monthly Reports

  • Monthly Highlights: May 2013
  • New Fund Filing Review: April 2013
  • Monthly FlowWatch Statistics
  • Quarterly Reports

  • Windows Into the Mutual Fund Industry May 2013
  • Periodic or Annual Studies

  • Money Management Financial Comparisons 2012
  • Mutual Fund Innovation Watch: June 2013
  • Additional Research Resources

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

    Latest Webcasts: Assessing Mutual Fund & ETF Demand Trends Across Distribution Channels

    Expanded Research Subscriptions

    Strategic Insight offers a number of practice areas with in-depth and dedicated research, available through additional subscriptions.

    DC Retirement Research

  • Redefining the DC Gatekeeper
  • DC Research Roundup
  • Recordkeeper Segmentation
  • Global Research

  • Emerging Markets: Growth Driver in Global Asset Management
  • 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:

  • Looking Ahead: Asset Management Market Sizing, 2012-2017
  • Alt Investments: Encyclopedia of ’40 Act Alternatives
  • College Savings: 529 Qualitative and Quantitative Analysis
  • Learn more
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    Simfund Resources
    • Downloads
    • Online Training
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    Simfund Pro, 7.0 Apr 2013 Download
    Simfund MF May 2013 Download
    Simfund TD Apr 2013 Download
    Simfund VA Apr 2013 Download
    Simfund GL Apr 2013 Download
    Simfund SV Apr 2013 Download
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