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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.
All reports are in PDF format [download
Acrobat Reader]
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U.S. Intermediary-Sold Fund Distribution Review Q1' 2013 |
5/15/2013 |
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This ongoing quarterly report series from Strategic Insight provides highlights of mutual fund and ETF distribution trends by channel, based on the new intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. This data encompasses asset and net flow information (updated monthly) for roughly $7 trillion of open-end stock and bond mutual fund and exchange-traded fund (ETF) assets across over 900 distributors and nine distribution channels. |
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ETF Trends by Channel & Investor Type - 2012 |
2/28/2013 |
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This report presents a unique examination of the ETF marketplace - including an analysis of retail versus institutional investor use of ETFs, as well as the relationship between mutual fund and ETF demand across channels. The analysis in this report is based on the new data transparency contained in Simfund Pro, 7.0 - encompassing asset and net flow
information (updated monthly) for more than $6 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels. |
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U.S. Intermediary-Sold Fund Distribution Review 2012 |
2/15/2013 |
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This report represents the first in an ongoing research series from Strategic Insight based on the new intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. This data encompasses asset and net flow information (updated monthly) for more than $6 trillion of open-end stock and bond mutual fund and exchange-traded fund (ETF) assets across over 900 distributors and nine distribution. |
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Mutual Fund InnovationWatch: December 2012 |
12/21/2012 |
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This edition of InnovationWatch delves into two broad areas: (i) Closed-end funds, where IPO activity has been on an upswing benefiting from the current yield-starved and low cost-of-borrowing environment, an evolving sponsor mix, and innovative investment strategies (total net proceeds from closed-end fund IPOs surpassed $10 billion in 2012, up from less than $6 billion in 2011), and (ii) Developments in the diversified commodities mutual fund space, where a new generation of products is looking to creatively structure investments to try to mitigate the impact of volatility and contango, and promote longer-term allocations. |
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