Press Releases
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.
Press Release Archive
|
