A Special Offer for non-clients of Strategic Insight

Strategic Insight, an Asset International company, has just issued its “2010 Forecast for the Mutual Fund Industry” white paper in conjunction with a detailed analysis of the trends of 2009 that will affect  the fund industry in 2010 and beyond.

Strategic Insight’s forecast for 2010 builds upon its analysis of 2009 and identifies topics of interest for fund managers to focus on as we embark on a new year. Here is an excerpt from SI’s “2010 Forecast for the Mutual Fund Industry” white paper:

On the heels of a financial crisis that shook both the financial services industry and investors worldwide, mutual funds have shown remarkable resilience during 2009. Record inflows into bond funds have reaffirmed mutual funds’ standing as investors’ vehicle of choice for savings. As we move into 2010, despite lingering economic and employment concerns for middle-income America, the cornerstone of our industry, interest in stock investing is also set to recover. Amid these opportunities, however, this past year has also presented a bevy of new challenges for investment managers

Included in the white paper:

• Industry Sales Forecast for 2010, with comparisons to 2007-2009
• Investment Preferences in 2010
• In-depth forecast of individual investor and financial advisors mindset going into 2010
• Projections by distribution channel for fund sales through financial advisors
• Financial Advisor Distribution Trends
• Key Product Innovation Themes and Considerations for 2010
• Strategic Insight’s plans to expand to meet the fund industry’s ever-changing needs

In addition: Strategic Insight’s December 2009 issue of its quarterly research newsletter, Windows in the Mutual Fund Industry, offers a wealth of data and analysis to help fund industry participants make sense of the past year: Why were 2009 inflows to bond mutual funds at an all-time record of nearly $400 billion? Why, despite the dramatic rise of stock prices in 2009, have investors barely increased their purchasing of US-based equity funds? Why did  French boutique asset manager Carmignac see a dramatic increase of inflows into its flagship Patrimoine fund? And why have flows to US-domiciled International/Global equity funds outpaced domestic equity funds? SI’s unique newsletter offers a detailed analysis of these and other ongoing trends.

Our special offer

These two reports are ordinarily only available to Strategic Insight clients, who can access them at www.SIonline.com/research/default.asp. However, the reports are now available as a special new-year’s research package. To find out how to purchase the package of Strategic Insight’s “2010 Forecast” white paper (and accompanying slide presentation) and the December 2009 issue of Windows Into the Mutual Fund Industry, contact Daniel Weinerman of Strategic Insight at dweinerman@sionline.com.

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Strategic Insight

For more than 20 years, Strategic Insight (SI) has anchored competitive research and business intelligence at the heart of the $25 trillion mutual fund industry. Our core mission remains strengthening the mutual fund industry overall, and helping each of our clients succeed in the global marketplace. We accomplish this through our linked suite of Simfund databases, in-depth studies, Internet libraries, and on-demand research, enriched with personalized advice. SI clients are responsible for 90% of U.S. fund industry assets, and include executives among over 250 investment management and insurance companies, distributors, investment banks, hedge funds, consultants, law firms, associations, regulators and other industry participants. In the U.S. and internationally, SI’s expanding global research is shared with over 60 of the world’s largest and most dynamic investment and distribution firms. Find out more at www.SIonline.com.