U.S. stock market's rise leaves many behind
MarketWatch | March 30, 2012

The US stock market rise in the first quarter of 2012 has been accompanied by significantly low equity trading volumes, at least partly because domestic stocks have been out of favor with retail investors. "There is still a large portion of the investing public that is anxious about the stock market," explains Loren Fox, senior research analyst at Strategic Insight.

How The Hartford Is Reaching Out to Advisors
Ignites.com | March 28, 2012

An article about how The Hartford notified advisors of its restructuring also concluded that its annuity business, which it's exiting, would not be sold. "Nobody wants to pick up somebody else's risk," says Tamiko Toland, managing director of retirement income consulting at Strategic Insight

JPMorgan Defies Banks as Fund Losers by Entering Top 10
Bloomberg | March 13, 2012

JPMorgan in 2011 became the first bank to crack the list of 10 largest U.S. stock and bond fund managers, according to research firm Strategic Insight. The article notes the robust long-term net flows to JPMorgan funds over the past few years.

Lifecycle Funds Grew 8% in Q4 to $842B
AdvisorOne | March 8, 2012

Target-date and target-risk products grew 5% in 2011 and 8% in the fourth quarter, according to New York-based Strategic Insight. "Target-date funds continued to grow faster than target-risk funds in the fourth quarter," said Bridget Bearden, head of lifecycle research at Strategic Insight

Alternative and absolute return products are on the rise again
Opalesque | March 8, 2012

Daniel Enskat, head of Global Consulting for Strategic Insight, talked about the new State of the Industry report from SI. Enskat foresees a rise in alternative and absolute return products, which have accelerated exponentially after the global financial crisis and are now approaching 7.5% of global fund assets.

U.S. Mutual Funds Have Best Month Since April 2010
PlanAdviser.com | Feb. 13, 2012

US investors put an estimated $35 billion in net inflows into long-term mutual funds in January 2012, reported Strategic Insight. " What we saw this January was the effect of new-year portfolio rebalancing coupled with an easing of the 'volatility fatigue' that has affected investors since the summer," said Avi Nachmany, SI's director of research.

Removing risk from 529 college savings plans
Reuters | Jan. 31, 2012

Many 529 plans are adding bank products, such as certificates of deposit. Paul Curley, director of college-savings research at Financial Research Corp, a division of Strategic Insight, says that over the long term, 529 plans have "performed better than a lot of other investment options."

Is the Hare Now Beating the Tortoise?
SmartMoney magazine | Jan. 31, 2012

In an article on tactical investing, SI senior research analyst Loren Fox notes that global tactical asset allocation funds significantly outperformed large cap growth funds over the previous five years. Through the first 10 months of 2011, nearly $17 billion poured into global tactical allocation funds, according to SI.

Sixty Asset Managers Grow By 10%+ in 2011
Fund Action | January 11, 2012

Strategic Insight data shows that despite market volatility, 60 managers of stock or bond mutual funds grew organically (net flows as a percentage of starting assets) by at least 10% in the first 11 months of 2011. That was a 62% increase in the number of asset managers that had organic growth of at least 10% for all of 2010. Notably, the fastest-growing managers of 2011 included a variety of specialist/boutique firms and industry innovators.

Pimco Is King of Inflows, Despite Flagship Fund Bleeding
The Wall Street Journal | January 5, 2012

This story notes that Pimco led all active, long-term fund managers in net cash inflows in 2011, despite net outflows from its flagship Total Return Bond Fund. SI Director of Research Avi Nachmany is quoted as saying, "Pimco remains a strong magnet for individual and institutional investors who seek an investment culture able to manage an uncertain global fixed-income marketplace."

Little action on active ETFs, despite the hype
The Financial Times | January 2, 2012

The hype around actively managed exchange traded funds that ushered in 2011 failed to translate into big product launches and asset flows, this article contends. Explains SI senior research analyst Loren Fox: "The SEC has been slow to approve new actively managed ETFs, and the fact that the active ETF market is slow is another obstacle. Firms are busy with other products, and there hasn't been a real urgency for adding active ETFs."

SI in the Media Archive