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Assisting 200 mutual fund related organizations with competitive intelligence, trends, research reports and support.


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  • Simfund Release Info
    MF Updates
    August 2008 data is now available.
    VA Updates
    August 2008 data is now available.
    Regular Simfund MF Training Sessions

    October 2008

    Simfund Basics
    Wednesday October 1st @ 3pm Eastern Time
    Wednesday October 15th @ 3pm Eastern Time
    Wednesday October 29th @ 3pm Eastern Time

    Simfund Intermediate
    Wednesday October 8th @ 3pm Eastern Time
    Wednesday October 22nd @ 3pm Eastern Time

    November 2008

    Simfund Basics
    Wednesday November 5th @ 3pm Eastern Time
    Wednesday November 19th @ 3pm Eastern Time

    Simfund Intermediate
    Wednesday November 12th @ 3pm Eastern Time
    Wednesday November 26th @ 3pm Eastern Time

     

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    Mutual Fund Industry Strategies for Uncertain Times

     

     

    Latest Reports and Resources Register for access | I'm registered but forgot my password

    Windows into the Mutual Fund Industry prior reports
    Windows into the Mutual Fund Industry: July 2008
     
    Overview Series prior reports
    Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2007

    Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2007

    Variable Annuity Trends: Industry Gearing Up to Meet Retirement Income Needs
     
    Global Research prior reports
    Global Mutual Fund FlowWatch - July 2008 Results
     
    Monthly Highlights prior reports
    Highlights of August 2008 Mutual Fund Industry Results
     
    New Fund Filings prior reports
    Highlights of New Fund Filings in August 2008
     
    Executive Insight prior reports
    Mutual Fund Industry Strategies for Uncertain Times
     
    Trend Analytics
    Monthly FlowWatch Statistics
    Quarterly Statistics
     
    Simfund Database Resources
    Simfund: Mutual Fund Database
    Simfund: Variable Annuities Database