Career Opportunities | About Us | Site Map | Contact Us
 
 
 


View SI Client List

About Strategic Insight


Reports
Consulting
Global Services
VA Research
SEC Filings Research
 
Simfund MF
Simfund VA
 

 
Interested in Learning More?
Submit Feedback

 
 
 
SEC Filings Research

Simfund Filing 5.0 is an internet-based SEC EDGAR filing retrieval system focused uniquely on mutual funds. Updated daily, our Simfund Filing library contains all documents pertinent to the mutual fund industry - prospectuses, semi/annual reports, proxies, and more. Fund managers controlling the majority of the industry's assets, as well as many service companies, use Fund Filing for such major functions as:

Product Development: Immediate access to information on existing funds and new market opportunities.

Fees and Expense Research: Contract details, sub-advisory arrangements, service features.

Competitive Intelligence: Actions by direct competitors.

Legal Research: Legal language, variations, changes.

Portfolio Management: Holdings, when disclosed.

Easy and straight forward to use, Fund Filing provides various avenues for you to search for data including but not limited to, fund name, policy name, filing date and key terms. To keep you up-to-date, Fund Filing provides you with:

Daily Alert Service that monitors changes in mutual funds by tracking 497-filings (supplements to definitive prospectuses) on a daily basis and extracting and categorizing pertinent information. Also available are summary reports highlighting monthly trends.

New Fund/Class Tracking System that contains information on new registrations not only in filings, but also in a concise profile format.

Principal Protection Funds which builds on the recent appeal of principal protection products. Investment companies are adapting the structures and features of capital guaranteed funds to position them not only for downside protection, but also for more rewarding gains in rising markets. Related filings, both for new principal protection funds' registrations and pre-2002 fund filings are easy to access via a special link from the home page

To discuss how we can be of assistance, please contact:

Maria Hykin
212-944-2749
maria@sionline.com