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 | View 2015 Agenda

Monthly Reports

  • Monthly Highlights: July 2015
  • New Fund Filing Review: July 2015
  • Quarterly Reports

  • U.S. Intermediary-Sold Fund Distribution Review Q2'2015
  • Liquid Alternatives Overview - Q2’2015
  • Windows Into the Mutual Fund Industry August 2015
  • Periodic or Annual Studies

  • Newly Launched Funds: Advisor Acceptance and Pace of Adoption Across Distribution Channels
  • Additional Research Resources

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

    Latest Webcasts: Newly Launched Funds: Advisor Acceptance and Pace of Adoption 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

  • DC Market Sizing and Outlook Through 2020
  • DC Market Industry Briefing
  • Participant Behavior
  • Global Research

  • Global FlowWatch - June 2015
  • 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:

  • Asset Management Industry Market Sizing: 2014-2019
  • Alternatives Industry Analysis 2014
  • College Savings: 529 Qualitative and Quantitative Analysis
  • Learn more
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    Simfund Resources
    • Downloads
    • Online Training
    • Support
    Simfund Pro, 7.0 Jul 2015 Download
    Simfund MF Jul 2015 Download
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