Press Releases

11/19/2008: Asia Fund Flows Exceed US and are Way Ahead of Europe
Mutual funds in Asia benefited from $140 billion of net inflows in the twelve months through September 2008 despite the year-long bear market, according to data and a new report from Strategic Insight. The report, “Asia Fund Management: Reinvesting in the Future,” finds that the global financial crisis has magnified the transformations in investor demand and competitive dynamics in the region.

11/6/2008: Stock Fund Redemptions in Recent Weeks Were Modest and Reassuring
After peaking during the second week of October, investor redemptions from stock mutual funds subsided to nearly normal levels, according to Strategic Insight. Despite rare spikes in defensive switches, mutual fund shareholders have largely kept their ‘buy-and-hold’ attitudes lately.

10/21/2008: New Strategic Insight Study on Global Fund Distribution
Despite the strong downturn and short-term challenges, the current financial crisis highlights the many inherent advantages of mutual funds - transparency, liquidity, diversification, and a simple back-to-basics story. Strategic Insight's newly released study is a blueprint for companies contemplating global distribution initiatives or expansion, while also offering a detailed analysis of important changes in distribution trends worldwide.

Press Release Archive

Media Statistics

11/20/2008: October 2008 Fund Flows
Turbulence in global financial markets in October caused an upward spike in long-term fund net redemptions. US stock and bond funds experienced net outflows, while money-market funds saw net inflows.

11/20/2008: October 2008 ETF Stats
At the end of October, there were 795 ETFs managing a total of $487.4 billion. October 2008 saw net inflows into equity ETFs, but NAV declines reduced ETF assets.

10/31/2008: Q3 2008 Mutual Fund Market Shares
This table presents the market shares of the 100 largest mutual fund firms as of Sept. 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.