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Reports


Registered research subscribers may access our entire library of research reports, monthly & quarterly industry statistics, weekly commentaries, and a growing number of useful analyses, information tables, and graphs on-line (www.sionline.com).

Our In-depth Overview series provides in-depth analysis of topics important for remaining competitive and successful in the mutual fund business. These include, among others:

  • Trends in investor preferences for funds by product and investment style
  • The evolution of fund pricing and distribution
  • Fee and expense benchmarks and strategies
  • Product positioning, rationalization, and development; new fund tracking
  • Determinants of fund flows
  • Performance and fund volatility measurements
  • Shareholder retention approaches
  • Institutional and retirement programs
  • International fund opportunities
  • Bank proprietary fund experiences
  • The successful strategies of small fund companies
  • Management competitive positioning and brand loyalty
  • The future of the industry

Our Monthly Highlights provide a snapshot of fund industry results and developments, using the latest available data from Strategic Insight, which is released roughly three weeks after each month-end.

Each month our New Fund Filings provide clients with a comprehensive listing of all new funds filed on a monthly basis.

Sionline's Executive Insights provide timely and informative commentaries on topics critical to the fund business. Written by Strategic Insight's research team, they draw from our published reports, client work, and observations of recent trends and news in the industry.

We also publish a series of statistical reports. Our monthly FlowWatch Statistics provide you with the latest data for the industry overall, and for each major distribution channel and has quickly become the standard foundation for management reporting industry-wide. Our Quarterly Statistics offer comprehensive results by management company and investment area for each major distribution channel.

To learn more about how you can access our reports and research on SIONLINE.com, please contact:

Rita Leytush
(212) 944-4466
rita@sionline.com
Sonia Mata
(212) 217-6947
sonia@sionline.com