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Assisting 200 mutual fund related organizations with competitive intelligence, trends, research reports and support.

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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.

Click below to learn more about our entire suite of research products and services.

  • Research and Consulting
  • Global Services
  • Variable Annuity Research
  • SEC Filings Research

  • Simfund Mutual Fund Database
  • Simfund Variable Annuity Database
  • Simfund Global Database

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    Latest Reports and Resources

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    Executive Insight prior reports
    Perspectives on Intermediary Sales: Trends in Fund Sales by Distribution Channel and Share Class
     
    Trend Analytics
    Monthly FlowWatch Statistics
    Quarterly Statistics
     
    Monthly Highlights prior reports
    Highlights of May 2009 Mutual Fund Industry Results
     
    New Fund Filings prior reports
    Highlights of New Fund Filings in May 2009
     
    Overview Series prior reports
    Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2008

    Money Management Financial Comparisons 2008

    Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2008
     
    Windows into the Mutual Fund Industry prior reports
    Windows into the Mutual Fund Industry: May 2009
     
    Global Research prior reports
    ASIA FlowWatch - April 2009 Results
     
    Simfund Database Resources
    Simfund: Mutual Fund Database
    Simfund: Variable Annuities Database
     

     
    Simfund Release Info
    MF Updates
    May 2009 data is now available.
    VA Updates
    May 2009 data is now available.
    GL Updates
    April 2009 data is now available.
     
    Simfund MF Training Sessions

    All sessions are listed in Eastern Standard Time (EST)

    Simfund Basics

    Wed May 27th at 3pm
    Wed June 10th at 3pm
    Wed June 24th at 3pm

    Simfund Intermediate

    Wed May 20th at 3pm
    Wed June 3rd at 3pm
    Wed June 17th at 3pm

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    Simfund VA Training Sessions

    All sessions are listed in Eastern Standard Time (EST)

    Simfund VA Basics

    Thursday June 4, 2009 @ 3pm
    Thursday June 18, 2009 @ 3pm

    Simfund VA Intermediate

    Thursday June 11, 2009 @ 3pm
    Thursday June 25, 2009 @ 3pm

    Learn more »

     
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