Press

05/15/13: Funds Attract Record $480 Billion Inflow in the First Quarter Worldwide
Investors around the world contributed $4 8 0 billion of net inflows to long - term funds during the first quarter of 2013 , a record amount driven by sustained demand for bon d and income products, expanding appetite for multi - asset portfolios, and renewed purchases of equity strategies.

05/13/13: April Mutual Fund Flows: Slowing but Still Near $50 Billion
After a record-setting first quarter, stock and bond funds maintained a strong pace of net inflows during April, netting nearly $50 billion (including ETFs), according to Strategic Insight, a mutual fund industry research and business intelligence provider.

04/10/13: Stock and Bond Funds Set Quarterly Net Inflows Record at $246 Billion
Stock and bond mutual funds and ETFs set an all-time quarterly flows record in the first quarter of 2013 of $246 billion, according to Strategic Insight, a mutual fund industry research and business intelligence provider.

03/20/13: New Research from Strategic Insight: Institutional Investor Influence Dominates Equity ETF Activity
Institutional market influence was most prominent within the equity exchange-traded fund (ETF) space in 2012, according to Strategic Insight. The institutional market segment held roughly one-half of total equity ETF assets, according to Strategic Insight's report, "ETF Trends by Channel and Investor Type".

03/12/13: Q1 Mutual Fund Flows Near $200 Billion, New All-Time Record
Stock and bond mutual funds are on track to set an all-time quarterly flows record in the first quarter of 2013 nearing $200 billion, according to Strategic Insight, a mutual fund industry research and business intelligence provider.

02/12/13: US Mutual Fund Industry on Track to Eclipse $15 Trillion
The US mutual fund industry is set to surpass $15 trillion in assets in February (open- and closed-end funds, and including ETFs), according to Strategic Insight, a mutual fund industry research and business intelligence provider. This new industry milestone is achieved by the combination of continued stock market appreciation and renewed investor demand for stock and bond funds.

02/11/13: Fund Industry Assets Grew by $3 Trillion Worldwide in 2012
Investors and fund managers around the world benefited from an extraordinary year in 2012, with meaningful total returns across all asset classes, record net inflows into bond funds, and progress among selected equity, allocation, and alternative strategies. Assets in mutual funds across the globe rose by more than $3 trillion, with equity funds expanding by 15% and bond funds by 20% according to Strategic Insight, a fund research and consulting firm.

02/07/13: Investor Economics, Canadian Provider of Financial Services Business Intelligence Data and Research, Merges Its Business with Asset International
Asset International, Inc., a global provider of business intelligence through its data research, marketing services and events for the world's leading financial institutions, announced it has agreed to acquire Investor Economics.

01/31/13: January Inflows Set New Mutual Fund Industry Record
Stock and bond mutual fund net inflows reached and possibly exceeded $90 billion during January 2013, excluding additional inflows to ETFs. January net inflows were dramatically higher than the prior all-time monthly flows records of $58 billion reached nearly a decade ago on January 2004.

01/16/13: Small and Mid-Size Managers Grow Fastest in 2012
During 2012, a wide range of mutual fund managers, small and large, have benefited from significant net inflows to their bond and stock funds. Common investment themes among the ten fastest growing managers last year (a well as among others in the list below) are Emerging Market bond and stock funds, non-traditional investment strategies, innovative income approaches, and bond fund leadership.

01/14/13: Stock and Bond Funds Assets Expand by $1.5 Trillion in 2012
In 2012, stock and bond funds netted $440 billion of net inflows, the highest amount since the 2009 record of $480 billion. On average, stock fund investors benefitted from 15% of annual asset appreciation while bond fund investors experienced annual returns of nearly 9%. Continued net demand and favorable market conditions resulted in stock and bond fund assets expanding by $1.5 trillion in 2012.

01/10/13: Managed Volatility Funds Reach $129B in Assets
Managed volatility investment strategies are emerging as a solution for investors who are looking to protect against future stock market losses, according to Strategic Insight's newest in-depth research report. This report is the first to provide comprehensive analysis of the mutual funds that use this innovative investment style.

11/14/12: Bond Fund Flows Projected to Exceed $300 Billion in 2012
Another $30 billion flowed into bond funds in October, setting the stage for annual net intake in excess of $300 billion. Domestic equity funds continued monthly net redemptions in the amount of $15 billion, despite capital appreciation. Money market funds saw approximately $8 billion in monthly net outflows, increasing year-to-date net redemptions to $144 billion.

Avi Nachmany: The 5 key issues facing the Investment Management industry
Listen to Avi Nachmany, Founder and Head of Research at Strategic Insight, discuss 5 key issues facing the Investment Management industry.

10/19/12: FRC Projects Liquid Alternative Assets Will Double by 2017
Assets in '40 Act alternatives funds have nearly doubled since 2007, and could do so again in the next five years, according to Financial Research Corporation (FRC), a division of Strategic Insight. In its new study, The FRC Encyclopedia of '40 Act Alternatives: A 360-Degree View of Products, Performance, Distribution and Actionable Recommendations for Fund Providers, FRC projects that total assets in registered alternative mutual funds and exchange-traded funds will grow to $330 billion by the end of 2012, up from $169 billion in 2007.

10/10/12: September Attracts Net Inflows of $14B, Near $300B Projected for 2012
Bond funds gained another $32 billion in September, and are projected to amass over $300 billion in net inflows for the full year, exceeding the 2010 and 2011 paces. However, $17 billion of redemptions from stock funds reflect sustained investor caution, despite the double-digit returns of major stock indexes so far in 2012.

10/2/12: Strategic Insight Launches Simfund Pro, 7.0: Revolutionizing Access to Distribution Data
Strategic Insight is pleased to announce the launch of Simfund Pro, 7.0, which combines the power of Simfund Basic, 5.0 with flow data by fund and across 900 distributors and nine distribution channels. Simfund Pro, 7.0 marks the first time access to this level of granular flow data and asset transparency for $6 trillion of intermediary-sold mutual funds and ETFs has been available.

9/13/12: Long-Term Mutual Funds See Net Inflows of $23B in August, Nearly $220B in 2012 So Far
Despite equity market indexes eclipsing multi-year records, stock fund investors continued to redeem some of their holdings, with August net stock fund redemptions estimated at $11 billion, the highest monthly redemptions so far in 2012. An insatiable search for investment income and stability remains behind strong inflows to bond funds, which are on path to exceed $300 billion for the full year, with August flows adding $34 billion.

8/13/12: In-Plan Guarantees: Important Milestones Spell Future Growth
New developments are pointing to a bright future for in-plan annuities according to In-Plan Guarantees, a new report from Strategic Insight. The new report provides descriptions of 14 different in-plan guarantees as well as key information on the marketplace.

8/10/12: US Stock, Bond Funds See $17B Net Inflows in July 2012, Says Strategic Insight
US investors perception of continued economic uncertainty despite positive indicators led to just $17 billion of net inflows into stock and bond mutual funds in July 2012, according to Strategic Insight. US equity funds experienced another month of net redemptions, while bond fund demand doubled over the month.

7/12/12: US Stock, Bond Funds See $13B Net Inflows in June 2012, Says Strategic Insight
Cautious US investors put just $13 billion in net inflows into stock and bond mutual funds in the US in June 2012, according to Strategic Insight. Bond fund demand rose in June, and in the first half of 2012, on the back of economic uncertainty.

6/09/12: Investment-Only to Grow to 60% of DC Assets by 2017
The Defined Contribution Investment-Only (DCIO) market is set to grow to 60% of total DC plan assets by 2017, up from an estimated 52% at year-end 2011, according to a new report from Strategic Insight.

6/12/12: US Stock, Bond Funds See $14B Net Inflows in May 2012, Says Strategic Insight
Amid continued economic anxiety, US investors put just $14 billion in net inflows into stock and bond mutual funds in the US in May 2012, according to Strategic Insight. US equity funds experienced their third consecutive month of net outflows.

5/10/12: US Stock, Bond Funds See $26.5B Net Inflows in April 2012, Says Strategic Insight
Continued economic uncertainty weighed on investors last month, leading them to put just $26.5 billion in net inflows into stock and bond mutual funds in the US in April 2012, according to Strategic Insight. US equity funds experienced their second consecutive month of net outflows.

4/19/12: Large Plans Represent $3 Trillion of DC Assets
Large plans make up a significant majority of defined contribution (DC) assets. According to SI's most recent report, plans with over $100 million in assets account for 68%, or $3 trillion, of DC assets as of year-end 2011. But large plans account for fewer than 1% of all DC plans in sheer numbers.

4/11/12: US Stock, Bond Funds See $13B Net Inflows in March 2012, Says Strategic Insight
A pullback in confidence despite positive indicators on the economy meant that US mutual fund investors cautiously put an estimated $13 billion in net inflows into stock and bond funds during March 2012, Strategic Insight said. Long-term funds drew $96 billion in net inflows.

3/19/12: Access Data and Strategic Insight Form Strategic Partnership to Expand Net New Flow Information for Distribution Channels
Access Data and Strategic Insight are partnering to create unique, comprehensive offerings with industry asset and net flow information for mutual funds and ETFs, segmented by distribution channels and financial intermediary firms.

3/12/12: US Stock, Bond Funds See $46B Net Inflows in Feb. 2012, Says Strategic Insight
Thanks to an uptick in investor confidence, investors put an estimated net $46 billion into stock and bond mutual funds in the US in February, according to Strategic Insight. That was the best monthly showing for long-term funds since March 2010.

3/7/12: Lifecycle Fund Assets Grow to $842B in 2011
The lifecycle investment product market increased to $842 billion in assets as of year-end 2011, representing an 8% increase since the close of the third quarter and a 5% increase from the end of 2010, according to Strategic Insight.

2/13/12: US Stock & Bond Mutual Funds See $35B Net Inflows in Jan. 2012, Says Strategic Insight
A pause in equity fund redemptions amid some positive signs on the economy meant that investors put an estimated net $35 billion into stock and bond mutual funds in the US in January 2012 (in open-end and closed-end mutual funds, excluding ETFs and funds underlying variable annuities), said Strategic Insight. That marked the best month for long-term fund inflows since April 2010.

1/26/12: FRC Invigorates Research for 2012
With the recent acquisition by Asset International, Financial Research Corporation (FRC) has significantly increased its research resources. The firm named practice leaders. This marks a renewed focus on research priorities for FRC.

1/13/12: US Stock, Bond Funds See $22B Net Outflows in Dec. 2011 Says Strategic Insight
Despite a rebound in US equity markets, nervous investors withdrew an estimated net $22 billion from stock and bond mutual funds in the US in December, according to Strategic Insight. As a result, long-term mutual funds saw net inflows for the full-year 2011 of just $65 billion.

1/05/12: 60 Long-Term Fund Managers Grew Organically By 10%+ in 2011
Despite a volatile year, 60 managers of stock or bond mutual funds grew organically by 10% or more in the first 11 months of 2011, announced Strategic Insight. That was a 62% increase from the 37 fund managers with 10%+ organic growth in full-year 2010.

12/12/11: US Stock & Bond Mutual Funds on Pace for Just $80B Net Inflows in 2011
With investors shaken by volatility and economic worries, the US fund industry is on pace for just $80 billion in net inflows to stock and bond mutual funds (excluding ETFs and funds underlying VAs) in the full year 2011, according to Strategic Insight, which marks a sharp drop from 2010 and 2009 flow figures.

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