STRATEGIC INSIGHT Mutual Fund Research and Consulting

Research & Reports

In-Depth Overviews

Our entire library of monthly reports is available on this site for registered subscribers. To read them, you will need to download Acrobat Reader.

Below are our most recent commentaries. To find a past study, use the full list of reports by date, or reports by topic, or through full-text keyword search .

All reports are in PDF format [download Acrobat Reader]

Most Recent Reports
May 2008 Annual Feature	Money Management Financial Comparisons 2007
February 2008 Windows	Windows into the Mutual Fund Industry: February 2008
2008 Overviews Issue 1	Closed-End Funds: Prospects for Growth Amid Challenges
August 2007 Windows	Windows into the Mutual Fund Industry: August 2007
2007 Overviews Issue 4	Rule 12b-1: Looking Back, Looking Forward, in the Context of a $12 Trillion Mutual Fund Industry
2007 Annual Feature Issue 2	Money Management Financial Comparisons 2006
2007 Overviews Issue 3a	Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2006
2007 Overviews Issue 3b	Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2006
2007 Overviews Issue 1	Variable Annuity Trends: Opportunities and Challenges Spell Continued Change
February 2007 Windows	Windows into the Mutual Fund Industry: February 2007
November 2006 Windows	Windows Into the Mutual Fund Industry: November 2006
August 2006 Windows	Windows Into the Mutual Fund Industry: August 2006
July 2006 Windows	Windows Into Global Asset Management - Issue 1
2006 Overviews Issue 4	State of the Fund Industry: Mid Year 2006
July 2006 Overviews	Money Management Financial Comparisons 2005