8/16/16: New Study: DOL Fiduciary Rule to Drive Institutional Share Class Pricing Demand
Implications around fund manager profitability, shareholder cost, Rule 12b-1 fees
7/05/16: Asset International closes acquisition of Market Metrics and Matrix Solutions.
These leading data and research firms for advisor-sold investments and insurance worldwide, provide strategic consulting and mission-critical data sets for mutual funds, variable annuities, mortgages and life insurance
9/16/15: Global Fund Industry’s Premier Business Intelligence Tool, Simfund Global Pro,
Improved with Inclusion of UK and Cross-Border Mutual Fund FITZ Fee Data
Strategic Insight announces a new collaboration with London’s FITZ Partners to
provide integrated UK and cross-border mutual fund fee data via SI’s Simfund
Global Pro database
5/29/15: Asset International bolsters its global capabilities to help financial institutions grow their business and fulfill compliance requirements with acquisition of FWW
Combination enhances AI’s GRC and business intelligence capabilities globally.
5/6/15: Asset International expands its compliance capabilities with acquisition of Intelligent Financial Systems
Combination will broaden governance, regulatory and compliance suite of services for global financial institutions.
3/30/15: Mutual Funds and Fund Management Companies not a Trigger for Systemic Risk
Strategic Insight’s study, submitted to the FSOC, shows fund industry stability during every financial crisis over the past three decades.
9/17/14: Asset International Announces Acquisition of Corporate Insights
Combination of Investor Economics and Corporate Insights Confirms
Asset International’s Aggressive Growth Plans as a Portfolio Company of Genstar Capital
9/16/14: Asset International Names Carolyn Ullerick Chief Financial Officer
Asset International, Inc. (AI), a leading provider of critical data, business intelligence, and information services to the global investment management industry, is pleased to announce that it has hired Carolyn Ullerick as the company’s Chief Financial Officer.
7/23/14: Rising Debt Motivates Parents to Save for College
Concerns about spiraling college costs and student debt are powerful motives for parents to invest in 529 college savings plans, according to a new report entitled “529 Industry Analysis, 2014” by Strategic Insight. The research study, which is based on a March 2014 survey of more than 1,000 consumers, explores why parents save for their children’s college expenses and which investment vehicles they use.
6/20/14: Genstar Capital to Acquire Asset International, Inc.
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.
3/5/14: World’s Top 15 Investment Managers Capture More Than 50% of Active Mutual Fund Inflows
The top 15 active mutual fund managers attracted $300 billion of net flows globally in 2013, more than half of the industry total. Flows to JP Morgan Asset Management ranked first in the world, eclipsing $61 billion and nearly double the amount in the prior year, according to Strategic Insight’s annual list of the world’s highest cash flow investment fund managers.
3/3/14: Plan Sponsors Enhance Matching Contributions and Formulas
New analysis of historical survey results reveals that plan sponsors have enhanced key features of their retirement benefits over the last several years. Strategic Insight, an Asset International company, examined plan sponsor survey results from its affiliate PLANSPONSOR magazine over years 2009 through 2013. Plan design features that saw aggregate improvements include employer matching contributions, formulas, schedules and vesting.
2/27/14: Investors Put $1 Trillion into Funds Worldwide in 2013
Investors around the world contributed almost $1 trillion of net flows to funds during 2013, similar to levels in the preceding year. However, allocations changed dramatically as sales rotated away from traditional bond funds into equity, multi-asset, non-traditional income, and alternative strategies, according to the State of the Global Fund Industry report from Strategic Insight.
1/16/14: Fund Industry Up $2.3 Trillion in 2013
The average U.S. stock fund gained 31.0% in 2013, nearly double the 15.9% earned by International stock funds. A strong finish to equity markets in 2013 elevated stock funds/ETFs net flows to over $400 billion for the year as a whole. Bond funds, following four years of dramatic inflows in aggregate exceeding $1 trillion, reversed course beginning in the Spring as interest rates started to rise.
12/16/13: Strategic Insight Hires Elisabetta Forelli to Spearhead Growth of Cross-Border Funds Data Business
Strategic Insight (SI) today announced the appointment of Elisabetta Forelli as senior product and data manager, focusing on the ongoing development of Simfund Global Pro, SI’s recently launched cross-border fund data product. Forelli joins SI from Thomson Reuters/Lipper, and in her new role will report to Andreas Pfunder, SI’s Managing Director for Europe & Asia.
12/13/13: Nearly $2 Trillion of Wealth Gained by Mutual Fund Investors in 2013
Improving stock markets and strong inflows helped investors in stock mutual funds and ETFs earn nearly $2 trillion during 2013. As the year draws to a close, fund investors may be reflecting on the fifth anniversary of the financial crisis and on the benefits of mutual funds for wealth creation. Since November 2008, mutual fund investors have deposited a net of nearly $1.9 trillion into stock and bond mutual funds and ETFs.
12/6/2013: Strategic Insight announces launch of Simfund Global Pro to maximise growth opportunities in cross-border funds
Strategic Insight today announced the launch of Simfund Global Pro, its latest business intelligence solution for the asset management and investment fund industries, to meet customer demand in the rapidly growing cross-border funds space. Simfund Global Pro enables the user to identify the ‘who, ‘what,’ ‘where,’ and ‘when’ of fund sales and to benchmark these sales against peers.
12/5/2013: Sub-Advised Assets Surpass $2 Trillion
Assets managed by unaffiliated sub-advisors reached an all-time high in October, exceeding $2 trillion across 3,000 mutual fund and variable products. Mutual funds accounted for $1.3 trillion (63%) of the total assets managed by unaffiliated sub-advisors, while variable annuity products amounted to $743 billion (37%) of sub-advisory assets.
11/15/13: Equity Funds and ETFs On Track to Attract $450 Billion in 2013
Approximately $45 billion was net deposited into long-term stock and bond funds (including ETFs) in October, increasing year-to-date net intake to $404 billion. Since September 2008, investors have deposited a net $1.8 trillion into stock and bond mutual funds and ETFs, signifying the vehicles’ positioning as a core portfolio holding in wealth accumulation.
11/4/13: Managed Volatility Reaches $200 Billion in Assets
Strategic Insight's newest in-depth research report, Managed Volatility: Tracking the Growth of an Investment Trend, finds that managed volatility assets have accelerated in less than a decade to $200 billion as of June 2013. The new research has identified over 400 funds from 100 different advisors with a wide variety of approaches, all of which are classified and identified within the report.
10/24/13: Equity Funds and ETFs Attract $332 Billion in First Three Quarters
September marked another positive month for equity mutual funds and ETFs, aggregately attracting nearly $40 billion of inflows. The month’s gains increased equity mutual fund and ETF net intake for the first three quarters to $332 billion, and could near $400 billion for the full-year, surpassing all prior records for equity flows.
10/7/13: Liquid Alternatives Will Double by 2018
Assets in ’40 Act alternative funds (also known as ‘liquid alternatives’) have more than doubled since 2008, and could do so again in the next five years, according to Strategic Insight’s latest study, Alternatives Industry Analysis, 2013. These funds could reach $490 billion by 2018, representing another five years of remarkable growth and opportunity for asset managers. The study examines the demand drivers that will fuel this exponential growth.
09/26/13: Raising the Bar on Target Date Due Diligence
Improved transparency of target date construction can help plan sponsors meet their fiduciary responsibilities relative to qualified default investment alternative (QDIA) due diligence. A new research report entitled, Raising the Bar on Target Date Due Diligence, a collaborative effort by Manning & Napier and Strategic Insight, explores how target date due diligence can be improved through thorough examination of the underlying investments.
09/03/13: DCIO Assets Grew to $2.8 Trillion in 2012
Defined contribution investment only (DCIO) assets climbed to $2.8 trillion as of year-end 2012, according to Strategic Insight’s latest report entitled DC Market Sizing & Outlook 2013. Over the next five years, the DCIO market is anticipated to surpass $4 trillion in assets. DC Market Sizing & Outlook 2013 provides defined contribution market sizing and forecasts by plan type, plan size, and vehicle structure as well as detailed findings from PLANADVISER’s second annual DCIO Manager Survey, fielded during the second quarter of 2013.
08/12/13: Funds Absorb $665 Billion Inflow in First Half Globally, Despite Redemptions
During the first half of 2013, investors around the world contributed
$665 billion of net inflows to funds worldwide excluding money markets, despite net redemptions towards
the end of the second quarter. Outflows from long-term funds in June exceeded $120 billion worldwide,
but this represented less than 0.5% of assets under management according to Strategic Insight, a
business intelligence provider to the global fund industry.
07/12/13: Significant Bond Fund Redemptions Unlikely to Continue
The surprising rise in interest rates beginning in early May and spiking in June triggered a 2.4% average loss for all bond funds during June. Some investment strategies, such as tax-free bond funds and emerging market bond funds, lost more than 4% for the month on average.
06/17/13: Mutual Funds and ETFs: 1H’2013 Net Inflows Near $400 Billion
The strong pace of inflows to mutual funds and ETFs continued in May, bringing total net intake for the first five months to about $350 billion, across stock and bond mutual funds and ETFs, according to Strategic Insight, a mutual fund industry research and business intelligence provider. In May, stock and bond funds, including ETFs, attracted $56 billion of net inflows.
06/13/13: Emerging Markets: From $4 Trillion to $10 Trillion in AUM by 2020
Emerging market equities and fixed income have been the top cash flow fund categories in the US and globally in the last three years, according to a new Strategic Insight report.
05/15/13: Funds Attract Record $480 Billion Inflow in the First Quarter Worldwide
around the world
0 billion of net
inflows to long
term funds during the first quarter
a record amount
driven by sustained
demand for bon
d and income products, expanding appetite for multi
asset portfolios, and
renewed purchases of equity strategies.
05/13/13: April Mutual Fund Flows: Slowing but Still Near $50 Billion
After a record-setting first quarter, stock and bond funds maintained a strong pace of net inflows during April, netting nearly $50 billion (including ETFs), according to Strategic Insight, a mutual fund industry research and business intelligence provider.
04/10/13: Stock and Bond Funds Set Quarterly Net Inflows Record at $246
Stock and bond mutual funds and ETFs set an all-time quarterly flows record in the first quarter of 2013 of $246 billion, according to Strategic Insight, a mutual fund industry research and business intelligence provider.
03/20/13: New Research from Strategic Insight: Institutional Investor Influence Dominates Equity ETF Activity
Institutional market influence was most prominent within the equity exchange-traded fund (ETF) space in 2012, according to Strategic Insight. The institutional market segment held roughly one-half of total equity ETF assets, according to Strategic Insight's report, "ETF Trends by Channel and Investor Type".
03/12/13: Q1 Mutual Fund Flows Near $200 Billion, New All-Time Record
Stock and bond mutual funds are on track to set an all-time quarterly flows record in the first quarter of 2013 nearing $200 billion, according to Strategic Insight, a mutual fund industry research and business intelligence provider.
02/12/13: US Mutual Fund Industry on Track to Eclipse $15 Trillion
The US mutual fund industry is set to surpass $15 trillion in assets in February (open- and closed-end funds, and including ETFs), according to Strategic Insight, a mutual fund industry research and business intelligence provider. This new industry milestone is achieved by the combination of continued stock market appreciation and renewed investor demand for stock and bond funds.
02/11/13: Fund Industry Assets Grew by $3 Trillion Worldwide in 2012
Investors and fund managers around the world benefited from an extraordinary year in 2012, with meaningful total returns across all asset classes, record net inflows into bond funds, and progress among selected equity, allocation, and alternative strategies. Assets in mutual funds across the globe rose by more than $3 trillion, with equity funds expanding by 15% and bond funds by 20% according to Strategic Insight, a fund research and consulting firm.
02/07/13: Investor Economics, Canadian Provider of Financial Services Business Intelligence Data and Research, Merges Its Business with Asset International
Asset International, Inc., a global provider of business intelligence through its data research, marketing services and events for the world's leading financial institutions, announced it has agreed to acquire Investor Economics.
01/31/13: January Inflows Set New Mutual Fund Industry Record
Stock and bond mutual fund net inflows reached and possibly exceeded $90 billion during January 2013, excluding additional inflows to ETFs. January net inflows were dramatically higher than the prior all-time monthly flows records of $58 billion reached nearly a decade ago on January 2004.
01/16/13: Small and Mid-Size Managers Grow Fastest in 2012
During 2012, a wide range of mutual fund managers, small and large, have benefited from significant net inflows to their bond and stock funds. Common investment themes among the ten fastest growing managers last year (a well as among others in the list below) are Emerging Market bond and stock funds, non-traditional investment strategies, innovative income approaches, and bond fund leadership.
01/14/13: Stock and Bond Funds Assets Expand by $1.5 Trillion in 2012
In 2012, stock and bond funds netted $440 billion of net inflows, the highest amount since the 2009 record of $480 billion. On average, stock fund investors benefitted from 15% of annual asset appreciation while bond fund investors experienced annual returns of nearly 9%. Continued net demand and favorable market conditions resulted in stock and bond fund assets expanding by $1.5 trillion in 2012.
01/10/13: Managed Volatility Funds Reach $129B in Assets
Managed volatility investment strategies are emerging as a solution for investors who are looking to protect against future stock market losses, according to Strategic Insight's newest in-depth research report. This report is the first to provide comprehensive analysis of the mutual funds that use this innovative investment style.
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