Executive Insights

Sionline's Executive Insights provide timely and informative commentaries on topics critical to the fund business. Written by Strategic Insight's research team, they draw from our published reports, client work, and observations of recent trends and news in the industry.

Subscribers can select from the latest Insights below or from the list of all Executive Insights.


US Intermediary-Sold Distribution Review Q2'2018      8/15/2018
  While market volatility eased during the second quarter, rising geopolitical uncertainty contributed to demand challenges. Active strategies, in particular international equity funds, faced headwinds during the latter stages of the quarter. The intermediary-sold space, however, continued to offer pockets of opportunity for both active managers as well as ETF providers.
   
Money Management Financial Comparisons 2017      7/19/2018
  Published annually since 1988, this report provides a summary of the financial results of 21 publicly traded asset managers.
   
US Intermediary-Sold Distribution Review Q1'2018      5/18/2018
 
   
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2016      2/27/2018
 
   
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2016      2/27/2018
 
   
US Intermediary-Sold Distribution Review 2017      2/22/2018
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during 4Q 2017. This issue also provides analysis on full-year 2017 results and some considerations for distribution in 2018. It based on the intermediary-sold fund distribution data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for over $12 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
US Intermediary-Sold Distribution Review Q3'2017      11/14/2017
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during Q3’2017. It based on the intermediary-sold fund distribution data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for over $11 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Product Strategy at an Inflection Point: Assessing New Fund Development and Rationalization Trends       10/30/2017
  This report focuses on key considerations impacting product strategy today and ahead. It includes analysis of the evolving dynamics within new product development (including the acceptance of new funds within the intermediary-sold space), as well as emerging product rationalization trends. It also offers important considerations for fund managers in shaping future product strategy and marketplace engagement.
   
US Intermediary-Sold Distribution Review Q2'2017      8/21/2017
  This ongoing report series from Strategic Insight provides highlights of mutual fund and exchange-traded fund (ETF) distribution trends by channel, based on the intermediary-sold data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for $11.0 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Money Management Financial Comparisons 2016      6/12/2017
  This report, published annually since 1988, provides a summary of the financial results of 20 money managers with publicly held equity.
   
US Intermediary-Sold Distribution Review Q1'2017      5/16/2017
  This ongoing report series from Strategic Insight provides highlights of mutual fund and exchange-traded fund (ETF) distribution trends by channel, based on the intermediary-sold data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for $10.5 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
U.S. Intermediary-Sold Fund Distribution Review 2016       2/23/2017
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during 2016. It based on the intermediary-sold fund distribution data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for roughly $9.8 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2015      12/1/2016
  This report provides fee and expense benchmarks for actively managed open-end mutual funds aggregated into 64 Morningstar Categories or Strategic Insight Objectives.
   
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2015      12/1/2016
 
   
U.S. Intermediary-Sold Fund Distribution Review Q3'2016       11/17/2016
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during Q3'2016. It based on the intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. This data encompasses asset and net flow information (updated monthly) for roughly $9.5 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.