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SI in the Media

AI Preps a DC I-O Data Tool
The 401k Wire   |  July 2, 2014

Strategic Insight, the mutual fund data and research provider is looking to build on its existing presence in the defined contribution business with a new data offering for DC insiders.

 

Genstar Capital to Acquire Asset International, Inc.
MarketWatch   |  June 20, 2014

SAN FRANCISCO, June 20, 2014 /PRNewswire/ -- Genstar Capital, a leading middle market private equity firm that focuses on investments in targeted segments of the financial services, software, healthcare, and industrial technology industries, today announced the signing of a definitive agreement to acquire Asset International, Inc. (AI), a leading provider of data, information and marketing solutions to the global asset management industry.

 

Loomis Nabs Top Spot as Firms Rake in Sub-advisory Billions
FundFire   |  April 14, 2014

The top ten sub-advisory mandate winners collectively saw more than $36 billion in new mandates in 2013, Strategic Insight reports.

 

Opinion: Don't Classify Mutual Funds as Systemic Risks Funds
Ignites   |  January 24, 2014

Mutual fund firms should not be classified systemically important financial institutions(SIFIs). After all, even if the biggest fund firms experience liquidity pressures due to high redemptions, that will never trigger systemic risk. Fund-flow data from times of crisis support that argument. The industry should use the wealth of available data to argue against the need for greater federal oversight of fund firms, which are already highly regulated.

 

Business Intelligence Meets Cross-Border Funds
Outsell   |  December 4, 2013

The trading of funds across borders has blossomed in recent years. Asset International is looking to revamp the sales and marketing of cross-border funds with a dose of business intelligence.

 

Retirement Income: The Only (Right) Way to Create It
Forbes   |  November 6, 2013

Traditional approaches to generating retirement income, such as using a 4% withdrawal rate, may be ineffective and risky in today’s market environment. Several firms have introduced managed payout funds to solve this problem, but these products have failed to grow in popularity due to some design flaws as noted by Tamiko Toland of Strategic Insight.

 

Stability rules as managed-volatility funds gain record assets
Investment News   |  November 4, 2013

Assets in managed-volatility funds have grown to $200 billion, a sign of increasing popularity for these investment tactics that aim to moderate market highs and lows to achieve more predictable returns.

 

Do Your Mutual Funds Need Hedging?
Wall Street Journal   |  October 11, 2013

According to Strategic Insight multi-alternative mutual fund assets have grown to $22 billion as of August. In aims of replicating hedge fund strategies, the retail mutual funds seek to provide investors diversification, lower volatility and higher returns over time.

 

Barely even a taper, never mind a great rotation
Financial Times   |  September 27, 2013

The sell-off of bond investments in favor of equities did not manifest in the volume anticipated, even as the Fed warned it would taper its bond purchases. Avi Nachmany, Director of Research at Strategic Insight, suggests that, for retail investors, asset allocation is about the psychological need for safety and reassurance after the crises and that there are two rotations are at work. The first rotation is from being totally uninvested to putting money into risky assets; the other is from cash to equity income and bond funds, which give the best guarantee of avoiding a big loss.

 

DCIO Assets Up $300B in 2012
Ignites   |  September 6, 2013

The defined contribution investment only market increased from $2.5 trillion in 2011 to $2.8 trillion in 2012. By 2018, DCIO assets are projected to exceed $4 trillion, Strategic Insight notes in its recent DC Market Sizing & Outlook report.

 

High Bond Fund Redemptions an “Aberration”
PLANADVISER   |  July 7, 2013

Bond funds experienced aggregate net redemptions during June of $59 billion as a surprising rise in interest rates triggered monthly losses for most bond strategies according to Strategic Insight. However, Strategic Insight's director of Research, Avi Nachmany, suggests that similar significant stock or bond fund redemptions historically have been “limited in magnitude, short in duration—a few days, a few weeks—and non-recurring.”

 

Fees: How low can they go?
Financial Times   |  June 21, 2013

While the average fees for retail passive equity funds have halved over the past 15 years, competing on fees is an unsustainable strategy for the majority of companies, industry consultants warn. Firms should be thoughtful about their expense strategy, however, and avoid negatively impacting the firm’s ability to retain intellectual capital, notes Avi Nachmany, director of research at Strategic Insight.

 

College Savings Assets Soar to $180B
Investment News   |  June 5, 2013

Assets in 529 college savings plan reached a record high of $180 billion as of the first quarter. Strategic Insight reports assets in the plans through March 31 increased 7% over the quarter, from $168.5 billion as of year-end 2012.

 

Matthews Closes Top-Selling Fund Amid Ad Campaign
Ignites   |  June 5, 2013

Investing in Asia from their San Francisco headquarters, Matthews Asia amassed $22 billion in assets. According to Avi Nachmany, Director of Research at Strategic Insight, “Matthews has established an extraordinary presence as a specialist.”

 

T. Rowe Tones Down Risk in New Target-Date Series
Ignites   |  May 23, 2013

T. Rowe is lowering the risk associated with target date- funds by offering a more conservative glide path in their new target-date funds series. According to Bridget Bearden, Research Analyst at Strategic Insight, “T. Rowe’s new line is significantly less aggressive, and the offering could help retain plans whose sponsors had concerns about the existing glide paths.”

 

Morgan Stanley Unveils 401(k) Target-Risk Models
Gatekeeper   |  May 21, 2013

As lifecycle funds continue to amass new assets, Morgan Stanley unveiled 401 (k) target-risk models for its plan sponsor clients. Target-date and target-risk funds represented $784 billion in assets as of the end of April, according to data from Strategic Insight.

 

It Must be May in VA Land: Payout Cuts, Price Hikes, New Products
Investment News   |  May 6, 2013

While interest rates remain low, people are looking into variable annuities to curtail their risk while achieving capital appreciation. According to Tamiko Toland, Managing Director for Retirement Income Consulting at Strategic Insight, there are more managed-volatility funds and more adjustments, a combination of what is absolutely necessary and what's driven by the market.

 

PIMCO’s Rising Stars Pull in Money for Future after Gross
Bloomberg   |  April 24, 2013

Even though star portfolio manager Bill Gross has receded to the sidelines, PIMCO continues to attract new money from investors. “There is an insatiable amount of money out there looking for income, and people are also interested in asset allocation. They want funds that are more flexible and more global,” commented Avi Nachmany, Director of Research at New York- based consulting firm, Strategic Insight.

 

Funds Set Quarterly Inflows Record
PLANADVISER   |  April 11, 2013

Research from Strategic Insight indicates stock and bond funds are projected to accumulate an all-time record of more than $500 billion of net inflows for all of 2013, driven by renewed demand for equities and sustained demand for bond and income funds. With more and more funds flowing into the first quarter of 2013, this year can be viewed as an opportunistic year.

 

Edward Jones to Launch Multi-Managed Funds
Gatekeeper IQ   |  April 9, 2013

Edward Jones is building a new series of multi-managed funds through their advisory platforms. According to Dennis Bowden, Assistant Director for U.S. research at Strategic Insight, “Registering their own multi-managed funds may also allow Edward Jones to bring in institutional or boutique managers…”

 

Access Data Reveals Top Growth Opportunities
PLANADVISER   |  March 14, 2013

Mutual funds and exchange traded fund assets have grown more than 30% in 2012 through broker/dealers and registered investment advisors (RIAs). “Independent and regional broker/dealer and RIA channels attracted the highest net inflows into stock and bond mutual funds of any channel during 2012, with $67 billion and $56 billion of net deposits, respectively,” said Avi Nachmany, Executive Vice President and Director of Research at Strategic Insight.

 

Equities Funds in Favor in Early ‘13
Advisor One   |  February 22, 2013

In all asset classes and at each of the top 10 open-end funds, providers saw long term fund inflows early in 2013. Strategic Insight projects bond fund inflows to persist in the coming months, as investors holding $10 trillion of cash slowly search for income opportunities elsewhere.

 

Cash continues surge into stock mutual funds
CBS News   |  February 6, 2013

January cash flows into the stock mutual funds were the highest in more than a decade. Strategic Insight predicts that 2013 will be a strong year for net flows into US stock funds.

 

Top 25 Fastest Growing Mutual Fund Managers for 2012
Advisor One   |  January 21, 2013

Mutual fund managers, small and large, have benefited from significant new inflows to their bond and stock funds, based on - Strategic Insight's analysis of the fastest growing stock and bond mutual fund managers for 2012. According to Strategic Insight research, some of the common investment themes amongst these fund managers are emerging-market bond and stock funds, nontraditional investment strategies, innovative income approaches, and bond fund leadership.

 

Strategic Insight Looks Into "Managed Volatility"
Retirement Income Journal   | January 10, 2013

"Do volatility funds actually enhance market performance or do they sacrifice too much upside in exchange for downside protection?" Strategic Insight's new research report, "Managed Volatility: The Anatomy of an Investing Trend" tackles this question and many more. "The report is the first of its kind to quantify the managed volatility opportunity and analyze the biggest players" says Tamiko Toland, Managing Director of Retirement Income Solutions at Strategic Insight.

 

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