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 2017 Agenda

Monthly Reports

  • Monthly Highlights: July 2017
  • New Fund Filing Review: June 2017
  • Quarterly Reports

  • Windows Into the Mutual Fund Industry May 2017
  • US Intermediary-Sold Distribution Review Q1'2017
  • Product Watch - November 2015
  • Q3’2016 Liquid Alternatives Overview
  • Periodic or Annual Studies

  • Morningstar's New Performance Ranking Methodology: Implications and Considerations
  • Additional Research Resources

    Latest Webcasts: DOL Fiduciary Rule – Assessing Key Potential Fund Industry Implications

    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
  • DC Flow Watch
  • Lifecycle Insights
  • Global Research

  • ETF FlowWatch - June 2017
  • 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
  • Simfund Resources
    • Downloads
    Simfund MF Desktop Jul 2017 Download
    Simfund TD Desktop Jun 2017 Download
    Simfund VA Desktop Jun 2017 Download
    Simfund GL Desktop Jun 2017 Download
    Simfund SV Desktop Jun 2017 Download