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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


Access Data and Strategic Insight Form Strategic Partnership to Expand Net New Flow Information for Distribution Channels
Access Data and Strategic Insight are partnering to create unique, comprehensive offerings with industry asset and net flow information for mutual funds and ETFs, segmented by distribution channels and financial intermediary firms. NY Times Coverage

Monthly Highlights prior reports
Monthly Fund Industry Review: April 2012
 
New Fund Filings [monthly] prior reports
New Fund Filing Review: April 2012
 
Trend Analytics [monthly]
Monthly FlowWatch Statistics
 
Windows into the Mutual Fund Industry [quarterly review] prior reports
Windows Into the Mutual Fund Industry May 2012
 
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
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
Australia's Fund Managers Look To The Future
 
Simfund ® Database Resources
Simfund: Mutual Fund Database
Simfund: Variable Annuities Database
 


 

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Simfund Filing ® Training Sessions

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Tues May 22 at 2pm
Tues May 29 at 2pm
Tues June 5 at 2pm
Tues June 12 at 2pm
Tues June 19 at 2pm
Tues June 26 at 2pm

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