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

 
 
 
Client List

Mission Statement:

Continue in our 22nd year to help in many ways each client related to mutual funds succeed globally and the mutual fund business worldwide to expand further.

USA  US Services Clients

Today, subscribers to SI's unique mutual fund databases, web services, reports, on-demand research, and consulting include fund companies that collectively manage over $11 trillion (or 90% of the U.S. mutual fund industry's total assets under management); insurance company issuers of variable annuity contracts; broker-dealers; investment and merchant banks; accounting, law and consulting firms; hedge funds; regulators; and the national association for the US fund industry.

Domestic clients (160):

A.G. Edwards
AARP
Aberdeen
Affiliated Managers Group
AIG
AIM Management
Allegiant Funds /  National City
AllianceBernstein 
Allianz Life
Allstate Financial
American Century
American Express
American Funds / Capital Group
Ameritas Acacia Companies
Analysis Group
Aquila Management
Ariel Capital
Artisan Partners
Aston Funds
AXA Equitable Life
 
Bank of America
Barclays Global
Baron Capital
Berkshire Capital 
BlackRock 
BMO Nesbitt Burns, Canada
Buckingham Research
 
Calamos
Calvert
Casey, Quirk and Associates
Cerulli Associates
Charles Schwab
Citigroup
Cohen and Steers
Columbia Management / Bank of America
Credit Suisse Asset Management
Crestview Advisors
 
Daiwa Asset Management, Japan
Davis Selected Advisors
Delaware Investments
Desjardins, Canada
Diamond Hill Investments
Domini Social Investments
Dreyfus
 
Eaton Vance
Ernst & Young
E-Trade
Evergreen Asset Management / Wachovia
Evergreen Capital
 
Federated Investors
Fidelity
Fifth Third Funds / Fifth Third Bancorp.
First American Funds / U.S. Bancorp.
First Eagle / Arnhold S. Bleichroeder
First Trust Advisors
Fox-Pitt Kelton
Franklin Templeton
Fred Alger
Friedman, Billings Ramsey
 
Gartmore / Nationwide
GE Assurance
Goldman Sachs
Grail Partners
Greenhill & Company
Guardian Life
 
Harbor Capital
Harris Associates
Hartford Life Insurance
Henderson Global
HighMark Capital Management / Union Bank of California
 
ING
Investment Company Institute
Ivy Funds Distributor / Waddell & Reed
 
Jackson National Life
Janus
Jefferies
Jennison / Dryden
John Hancock
JP Morgan Chase
Julius Baer Investment
 
Keefe, Bruyette, Woods
Kensington
Kramer Levin Naftalis & Frankel
 
Lazard Freres
Legg Mason
Lehman Brothers
Lincoln National
Lord Abbett
Linsco/Private Ledger
 
M&I Investment / Marshall & Ilsley
MainStay Invesments / NY Life
Managers Funds
Matthews International 
McKinsey & Co.
Merrill Lynch
Metropolitan Life
MFS
Milliman USA
Minnesota Life
Morgan Stanley
Munder Capital Management
 
National City Corp
Nationwide
Natixis Asset Management
NeubergerBerman
Northern Trust
Nuveen
 
Old Mutual Capital
OppenheimerFunds
 
Pacific Life
Penn Mutual Life
PFPC
Phoenix Life     
Pioneer
PriceWaterhouseCoopers
Principal Financial 
Prudential Financial
Public Company Accounting Oversight Board (PCAOB)
Putnam Mutual
 
RBC Dain Rauscher
Riversource / Ameriprise
Ropes & Gray
Royce & Associates
RS Investments
Russell Investment Group
 
Sandler O'Neill
Schroders Capital 
Security Benefit Group
SEI Investments
Seligman
Sentinel Investments
SG Constellation Financial
Stifel Nicholaus
Sun Life
SunAmerica
Sunstone / UMB
Sutherland Abill and Brennan
 
T. Rowe Price
TCW Investment Management
Thornburg Investment Management
Thrivent
TIAA-CREF
Touchstone
Transamerica Fund Advisors
Tudor
 
U.S. Department of Commerce
U.S. Government Comptroller of Currency
U.S. Securities and Exchange Commision (SEC)
UBS
US Global
 
Van Eck
Van Kampen Funds
Vanguard
Victory Capital Management / Key Corp.
Viking Global
Voyageur Funds / RBC Dain Rauscher
 
Wellington
Wells Fargo Funds / Wells Fargo Bank
William Blair
 
XTF Advisors

 

 

Global Services  Global Services Clients

SI's expanding global research includes monthly studies of key developments and innovations in the fund industry worldwide; on-demand research to address clients' specific questions; Global FlowWatch, a monthly top-down analysis of fund demand in over 20 countries; Asia FlowWatch, which provides details of key funds and progress by management company, category and market in the rapidly expanding Asian mutual fund marketplace. Coming in 2008 – The Asian and European comprehensive fund database.

Global Clients (67):

Australia Clients Australia
Beligium Clients Belgium
Canada Canada
Finland Clients Finland
France Clients France
Germany Clients Germany
Hong Kong Hong Kong
Italy Clients Italy
Japan Clients Japan
Korea Clients Korea
Netherlands Clients Netherlands
Singapore Singapore
Switzerland Clients Switzerland
United Kingdom United Kingdom
United States United States
   
Aberdeen
Allfunds Bank
Allianz Global Investors AG
American Century
American Express
AMP Capital Investors
Asgard Wealth Solutions
AXA Investment Managers
 
Baron Capital
BNP Paribas
BT Financial
 
Capital International
Cohen and Steers
Columbia Management
Commerzbank
Commonwealth Bank
Credit Agricole Asset Management
 
Deutsche Bank
Dexia Asset Management
Dreyfus
 
Eurizon
Evergreen Investments
 
Federated Investors
Fidelity International
FIM Asset Management
Franklin Resources
Fullerton Fund Management Company
 
Global Asset Management, UK
 
Harbor Capital
Hartford Life Insurance
HSBC
 
ING 
 
Janus
JF Asset Management
John Hancock
Julius Baer Investment
 
Legg Mason
Lombard Odier & Cie
Lord Abbett
 
Macquarie
Matthews International 
MFS
Mirae Asset Management
Mitsubishi UFJ
MLC Investment Management
 
Natixis Asset Management
Nikko Financial Intelligence
Nomura
 
Oppenheim Prumerica
 
Pictet & Cie, Banquiers
Pioneer GAM 
Prudential Financial
Putnam Investments
 
RCM Asia Pacific
Robeco
Russell Investment Group
 
Schroders Capital Management
Smith Group
Societe Generale
Standard Life Investments
Swisscanto
 
T. Rowe Price
Tudor Investment Corp.
 
UBS AG
 
Vanguard
Vontobel
 
Wellington