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.


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.
   
Morningstar's New Performance Ranking Methodology: Implications and Considerations       10/4/2016
  Morningstar recently announced a new ranking methodology, in which ETFs will be added to mutual funds to create one peer group for performance rating within each of their categories. We suggest this important change carries significant implications for fund managers, fund trustees, fund distributors and selectors, and for the industry as a whole.
   
U.S. Intermediary-Sold Fund Distribution Review Q2'2016      8/18/2016
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during Q2'2016. 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 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Money Management Financial Comparisons 2015      6/8/2016
  This report, published annually since 1988, provides a summary of the financial results of 21 money managers with publicly held equity.
   
U.S. Intermediary-Sold Fund Distribution Review Q1'2016      5/17/2016
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during Q1'2016. 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 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Evolving Active/Passive Considerations and Perspectives around Advisor Demand "Elasticity"       4/20/2016
  This report analyzes key drivers of current and future advisor demand for active and passive strategies, as well as evolving marketplace considerations for active fund managers today and moving forward.
   
Trends and Innovation in Multi-Strategy Alternative Funds      3/24/2016
  This report will focus on the rising prominence of multi-strategy alternative (MSA) funds, products which incorporate several non-traditional investment styles within one portfolio. Product innovation in MSA funds has been highly active recently, with many new funds coming to market and new managers entering the space. This report will take a closer look at the growth of MSA funds and will examine trends in product development, investor demand, and advisory structure.
   
U.S. Intermediary-Sold Fund Distribution Review 2015       2/8/2016
  This report looks back at important takeaways from mutual fund and ETF distribution trends across channel during 2015, and looks ahead at key potential areas of opportunity into 2016 and beyond. 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 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels. The report assesses distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs.
   
Perspectives on Bond Fund and High Yield Outflow Pressures Across Distribution Channels       12/17/2015
  The recent turmoil within the high yield bond market, along with the Fed's interest rate move and the prospects of entering a potentially prolonged period of rising rates, has again elevated dialogues around redemption pressures and liquidity management within bond funds. Beyond the current narrative, such issues should continue to be an important theme into 2016 and beyond - spurred by both market conditions, as well as regulatory debate and practical implementation around the SEC's recently proposed liquidity management program.
   
Product Watch - November 2015      11/18/2015
  This issue of Product Watch highlights the key themes in product innovation over the past several months, including case studies of equity income funds, emerging market bond funds, and actively managed ETFs.
   
U.S. Intermediary-Sold Fund Distribution Review Q3'2015       11/12/2015
  This ongoing report series from Strategic Insight provides highlights of mutual fund and ETF distribution trends by channel, 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 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels. The Q3'2015 report assesses distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during the quarter.
   
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2014      10/15/2015
  The report provides contractual management fee breakpoint schedule summary statistics for actively managed open-end mutual funds aggregated into 62 Morningstar Categories. Contractual management fees combine the contractual advisory fee schedule and contractual administrator fee schedule. If a contractual administrator fee schedule is not disclosed, then the actual administrator fee as reported in the most recent audited annual report is substituted into the calculation.
   
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2014      10/15/2015
  The report provides fee and expense benchmarks for actively managed open-end mutual funds aggregated into 61 Morningstar Categories or Strategic Insight Objectives