Press Releases

8/15/2008: July 2008 Mutual Fund Cash Flows: Stock Funds Experience Modest Outflows, But Money Market Funds Draw Big Inflows
Triggered by declines in U.S. stock indexes in June and July and rising economic anxiety, US investors net redeemed an estimated $27 billion from stock mutual funds in July. Mutual funds as a whole enjoyed net inflows of $52 billion when money-market funds’ and bond funds’ gains are included.

8/05/2008: Funds in Asia Get $35 Billion Q2 Inflow
Mutual funds in Asia captured $35 billion of net inflows during the second quarter, a remarkable result given recent volatility. Every major market in Asia registered inflows except for China.

7/16/2008: June 2008 Mutual Fund Cash Flows: Stock and Bond Funds Enjoy Inflows, Despite Turbulent Markets
Despite rising worries about the US economy, the financial sector and inflationary pressures, US investors put more than $11 billion into US stock and bond mutual funds in June, as long-term funds experienced aggregate positive inflows.

Press Release Archive

Media Statistics

8/21/2008: July 2008 Fund Flows
Continuing stock market volatility, on the heels of an 8% decline in the S&P 500 index in June, and rising economic anxiety, led US investors to net redeem an estimated $20 billion from stock funds in July.

8/21/2008: July 2008 ETF Stats
At the end of July, there were 801 ETFs managing a total of $589.9 billion. July 2008 saw net inflows into Domestic Equity ETFs, as well as International Equity and Taxable Bond ETFs.

7/31/2008: Q2 2008 Mutual Fund Market Shares
This table presents the market shares of the 100 largest mutual fund firms as of June 30, excluding variable annuities and offshore funds.

Media Statistics Archive

SI Perspectives

6/2/2008: International Diversification is a Permanent Shift in Investing
Asset flows into international and global equity mutual funds surged in recent years. This is not just due to investors chasing higher relative returns, rather we’re witnessing a permanent shift of U.S. investors to more globally diversified portfolios.

6/2/2008: So Far, ETFs Don’t Replace Actively Managed Mutual Funds
Exchange-Traded Funds (ETFs) have grown remarkably. But for now, the majority of ETF use is institutional. Among individual investors, more than three-quarters of ETF use represents substitution of ETFs for stock purchases or for Separately Managed Accounts.

6/2/2008: Investors Have Gotten Asset Allocation ‘Religion’
The mutual fund industry has evolved from selling one fund at a time to planning portfolios that allocate money among diversified asset classes. This is why asset-allocation funds, and particularly lifecycle funds, are growing so quickly.

SI Perspectives Archive

About Strategic Insight

Begun in 1986, Strategic Insight supports over 200 organizations, including mutual fund management, insurance, investment banking, and service companies, both U.S. and non-U.S.-based. This group includes mutual fund managers overseeing 90% of U.S. fund assets. Strategic Insight aids its clients in their strategic analysis, marketing, distribution, pricing, planninig, product development, and fee and expense processes, among other competencies.

Simfund MF and VA, SI's proprietary databases of mutual and fund and variable annuity information, are the most comprehensive in the industry and integrate data from a variety of highly reliable sources. The databases include, among other data points, historical assets and net flows for each fund in the industry, performance information from S&P, Morningstar statistics, as well as detailed current and historical fees and expenses.

Launched in May 2008, SI's Simfund Asia and Simfund Europe track more than 50,000 funds and their share classes with data on flows, assets, performance and ranking, fees, and investment statistics. SI's proprietary databases of US mutual and fund and variable annuity information -- Simfund MF and VA - offer business and competitive intelligence and include, among other data points, historical assets and net flows for each fund in the industry, performance information from Lipper and Morningstar, as well as detailed current and historical fees and expenses.

Learn more about the products and services provided by Strategic Insight.

Bios

Avi Nachmany, Executive Vice-President, is also the Research Director and co-founder of Strategic Insight. Today he oversees over 100 studies the firm publishes annually, spanning from innovations among U.S. funds and variable annuities to lessons and developments in the asset management business outside the U.S. In addition, Avi regularly consults with many of SI's clients. In his public role as an industry observer, Avi frequently comments to the media and has become a speaker in both U.S. and international forums. Avi received his MBA degree, with distinction, from NYU's Stern Business School.

Jag Alexeyev is Senior Managing Director of Strategic Insight Global. With the firm since 1993, Jag oversees the firm’s Europe and Asia databases, its research publications including Windows into the Global Asset Management industry, as well as customized research and consulting for international clients. Previously, he was a consultant at U.N. Conference on Trade and Development. Jag has degrees from Harvard University and the London School of Economics.

Daniel Enskat is Managing Director of Strategic Insight Global. Since 2001, Daniel has led the development of SI’s European and Asian fund research and consulting effort, and is widely sought out for presentations, discussions, and his perspective on the industry. Daniel has overseen SI’s research on distribution developments around the world. Prior to working with SI, Daniel held positions as Chief Financial Correspondent for European Financial Journals, and consultant for the World Bank.

Sonia Mata, Associate Director, US Research, has been with SI since 1998. Sonia consults with clients and provides analysis, commentary and editorial support for SI publications. She has written and contributed to SI reports on a range of fund industry trends, including developments in various product segments, product innovation, “packaged” advice, defined contribution plan investments, and ETFs. Sonia holds a Master’s in International Affairs from Columbia University’s School of International and Public Affairs, where she concentrated in international finance and business, and a BA in Economics from St. Stephen’s College, Delhi.

Tamiko Toland is Editor of AnnuityInsight, SI’s research and competitive intelligence tool in the variable annuity market. Tamiko oversees and contributes to AI’s SEC research, weekly industry analysis, and often consults with AI clients. As an industry observer, she comments to the media, has been a speaker and serves on several committees for NAVA. Before SI, Tamiko served as editor of Annuity Market News (now Retirement Income Reporter) and worked at other publications. She’s a graduate of Cornell University.

Loren Fox is Senior Research Analyst at Strategic Insight, where he produces research on the U.S. mutual fund industry, especially in distribution areas, and frequently consults with SI clients. Prior to joining SI, Loren was a business journalist and author, having worked at Institutional Investor magazine, Business 2.0, and other publications. He has degrees from Johns Hopkins University and Columbia University.