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MutualFundsInsight.com: Perspective and Education

MutualFundsInsight.com (MFI), a Strategic Insight research service, provides perspectives and analyses on the fund industry for fund Boards of Directors. MFI does not focus on legal and compliance themes already shared with Boards in a number of ways. Instead, MFI attempts to keep directors abreast of industry trends with uniquely focused reports that encapsulate vital themes and developments on the leading issues for the mutual fund industry and the mutual fund business. It offers a broad perspective, benefiting from Strategic Insight's nearly 20 years of mutual fund research and analysis. Fund management company counsel, CCOs, executives communicating regularly with the funds' Boards, and service providers will also benefit from the service. MFI should also serve as a core curriculum for many other industry participants, whether new to the industry or interested in deepening their existing knowledge.

MFI content is delivered via:

  • Perspectives & Insights -a series of reports tailored to the informational needs of fund directors;
  • Latest Month Results -snapshots of recent cash flow, investor sentiment, performance trends, and product development th emes; and
  • Foundation Research -specially selected in-depth research from the Strategic Insight library.

The many reports currently in the MFI library can help you understand:

  • Where is the money going? An analysis of investor demand and sentiment ;
  • Evolution of fund distribution channels and share class pricing permutations ;
  • Economies-of-scale analytics;
  • Fee and expense benchmarks (using SI's proprietary Simfund fund fee databases);
  • Advisory contract renewal - themes and pitfalls ;
  • Asset manager profitability benchmarks ;
  • The size and growth of different industry segments as well as fund alternatives such as exchange traded funds (ETFs), registered hedge funds, and separately managed accounts;
  • Retention strategies and relationship management;
  • Bull and bear market expectations ;
  • Emerging Asset allocation themes;
  • Summary of important changes in S.E.C. disclosure by firms industrywide in response to regulatory or competitive trends (benefiting from SI's Fund Filing.com daily research and monitoring );
  • Sub-advisory relationships, fees, and scale economics;
  • Variable annuity underlying mutual funds and VA contract innovations, benefiting from SI's www.AnnuityInsight.com on-going reporting;
  • Lessons learned outside the U.S. (researched by SI's www.StrategicInsightGlobal.com service); and
  • The history of the fund industry.

Additionally, MFI features statistical sections providing macro views of interest to fund directors and will, in time, include outside expert commentary.

To learn more, e-mail MFI@sionline.com or visit www.MutualFundsInsight.com .