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

  • Windows Into the Mutual Fund Industry May 2013
  • Mutual Fund InnovationWatch: June 2012
  • Periodic or Annual Studies

  • U.S. Intermediary-Sold Fund Distribution Review Q1' 2013
  • ETF Trends by Channel & Investor Type - 2012
  • Additional Research Resources

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

    Latest Webcasts: Revolutionizing Access to Distribution Data

    Expanded Research Subscriptions

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

    DC Retirement Research

  • Investment Option Analysis: Adviser-Sold Plans
  • DC Market Sizing & Outlook 2012
  • Addressing the Large Plan Markets
  • Global Research

  • Record Inflows as Income, Multi-Asset, and Unconstrained Strategies Rise to the Top
  • Global Mutual Fund FlowWatch - July 2012 Results
  • New Funds in Global Markets: Q2 2012
  • Sub-Advisory Research

    The most comprehensive suite of sub-advisory data, research, and analysis. Learn more

    FRC, A Division of Strategic Insight

    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
  • THE POWER OF DISTRIBUTION DATA: SIMFUND PRO,7.0

    REVOLUTIONIZING ACCESS TO DISTRIBUTION DATA

    Simfund Resources
    • Downloads
    • Online Training
    • Support
    Simfund Pro, 7.0 Mar 2013 Download
    Simfund MF Apr 2013 Download
    Simfund TD Mar 2013 Download
    Simfund VA Mar 2013 Download
    Simfund GL Mar 2013 Download
    Simfund SV Mar 2013 Download
    Use Simfund's capabilities to increase your firm's analytical strength and productivity.
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