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 2016 Agenda

Monthly Reports

  • Monthly Highlights: September 2016
  • New Fund Filing Review: August 2016
  • Quarterly Reports

  • Windows Into the Mutual Fund Industry August 2016
  • U.S. Intermediary-Sold Fund Distribution Review Q2'2016
  • Product Watch - November 2015
  • Q1’2016 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

  • Global FlowWatch - August 2016
  • 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
  • The Trusted Business Intelligence Tool for Strategic and Product Decisions in the Canadian Fund Market



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