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Entire Library of Reports
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November 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - September 2018
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November 2018 529 Qualitive Quarterly
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3Q 2018 529 Quarterly Update
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November 2018 Flow Watch Statistics
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October 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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November 2018 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2018-Q3
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November 2018 529 Data Quarterly
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3Q 2018 529 Quarterly Data Update
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November 2018 529 Views
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529 Views - 529 Advisor Channel Investment Line-Ups
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November 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q3
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November 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2018-Q3
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November 2018 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2018-Q3
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November 2018 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2018-Q3
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November 2018 ETF FlowWatch
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Global ETF FLow Watch Report: September 2018
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November 2018 529 Views
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529 Views - Industry Round-Up
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October 2018 FlowWatch
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Simfund VA Flow Watch - September 2018
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October 2018 529 Views
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529 Views - 3Q 2018 Market Sizing
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October 2018 529 Views
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529 Views - MSRB G-45
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October 2018 Flow Watch Statistics
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September 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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October 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - August 2018
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October 2018 529 Views
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529 Views - Amplify 2018
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October 2018 529 Fee Analysis
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3Q 2018 529 Fee Analysis
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October 2018 529 Views
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529 Views - Gifting
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October 2018 ETF FlowWatch
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Global ETF FlowWatch - August 2018
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October 2018 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 2Q 2018 - Webinar
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October 2018 529 Views
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529 Views - 529 Industry Round-Up
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September 2018 FlowWatch
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Simfund VA Flow Watch - August 2018
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September 2018 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 2Q 2018
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September 2018 529 Views
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529 Views - Minimum Contribution Size
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September 2018 529 Views
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529 Views - Average Contribution per Account per Year
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September 2018 Flow Watch Statistics
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August 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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September 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - July 2018
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September 2018 529 Views
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529 Views - Market Data on Conservative Investment Options
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September 2018 ETF FlowWatch
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Global ETF FlowWatch - July 2018
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September 2018 529 Views
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529 Views - Historical First Half of Year Gross Distributions
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August 2018 FlowWatch
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VA Flow Watch Report 1807
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August 2018 529 Views
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529 Views - College Financial Planning Employer Benefits
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August 2018 Windows
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Windows Into the Mutual Fund Industry August 2018
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August 2018 529 Views
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529 Views - Number of New Accounts
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August 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - June 2018
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August 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q2
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August 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2018-Q2
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August 2018 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2018-Q2
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August 2018 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2018-Q2
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August 2018 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2018-Q2
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August 2018 Flow Watch Statistics
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July 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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August 2018 529 Qualitive Quarterly
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2Q 2018 529 Quarterly Update
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August 2018 529 Views
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529 Views - Historical 2Q Gross Sales and Distributions
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August 2018 ETF FlowWatch
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Global ETF FlowWatch - June 2018
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August 2018 Sub-Advisory Insight
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Subadvisory Insight, 3Q & 4Q 2017
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August 2018 529 Data Quarterly
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2Q 2018 529 Quarterly Data Update
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August 2018 529 Views
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529 Views - Cost of Single- vs. Multi-Managed Plans
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July 2018 FlowWatch
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June 2018 - Simfund VA Fund Flow Watch
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July 2018 529 Views
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529 Views - Industry Round-Up
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July 2018 529 Views
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529 Views - Advisor-Sold Share Class Usage
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July 2018 529 Views
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529 Views - Louisiana Program for K-12 Tuition
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July 2018 Flow Watch Statistics
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June 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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July 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - May 2018
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July 2018 529 Fee Analysis
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2Q 2018 529 Fee Analysis
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July 2018 529 Views
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529 Views - 529 Industry Round-Up
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July 2018 ETF FlowWatch
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Global ETF FlowWatch - May 2018
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July 2018 529 Views
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529 Views - Convertible C Shares Updates
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June 2018 FlowWatch
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Simfund VA May 2018 Flow Watch
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June 2018 529 Views
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529 Views - Historical 2Q Gross Sales and Gross Distributions
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June 2018 529 Views
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529 Views - Convertible C Shares
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June 2018 Flow Watch Statistics
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May 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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June 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - April 2018
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June 2018 529 Views
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529 Views - CSPN Conference 2018
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June 2018 ETF FlowWatch
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Global ETF FlowWatch - April 2018
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June 2018 529 Views
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529 Views - Investment Expenses
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May 2018 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 1Q 2018
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May 2018 FlowWatch
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VA Flow Watch 1804
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May 2018 529 Views
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529 Views - ICI Conference 2018
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May 2018 Windows
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Windows Into the Mutual Fund Industry May 2018
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May 2018 529 Views
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529 Views - Annual Gross Distributions
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May 2018 Flow Watch Statistics
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April 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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May 2018 529 Views
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529 Views - Gross Distributions
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May 2018 529 Qualitive Quarterly
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1Q 2018 529 Quarterly Update
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May 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - March 2018
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May 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q1
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May 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2018-Q1
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May 2018 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2018-Q1
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May 2018 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2018-Q1
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May 2018 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2018-Q1
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May 2018 ETF FlowWatch
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Global ETF FlowWatch - March 2018
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May 2018 529 Views
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529 Views - 1Q 2018 529 and ABLE Market Sizing
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May 2018 529 Data Quarterly
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1Q 2018 529 Quarterly Data Update
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April 2018 529 Views
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529 Views - 1Q 2018 Market Sizing
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April 2018 FlowWatch
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Simfund VA Flow watch March 2018
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April 2018 529 Views
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529 Views - 529 Prepaid Plan Market Sizing
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April 2018 Flow Watch Statistics
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March 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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April 2018 529 Views
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529 Views - Conservative Investment Options
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April 2018 529 Views
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529 Views - Convertible C Shares
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April 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - February 2018
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April 2018 529 Fee Analysis
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1Q 2018 529 Fee Analysis
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April 2018 ETF FlowWatch
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Global ETF FlowWatch - February 2018
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April 2018 529 Views
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529 Views - 2017 New 529 Savings Plans
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March 2018 FlowWatch
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Simfund VA - Flow Watch February 2018
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March 2018 529 Views
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529 Views - CSF Conference 2018
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March 2018 529 Views
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529 Views - Convertible C Shares
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March 2018 Flow Watch Statistics
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February 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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March 2018 529 Views
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529 Views - Investment Option Level Data
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March 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - January 2018
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March 2018 ETF FlowWatch
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Global ETF FlowWatch - January 2018
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March 2018 529 Views
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529 Views - Employer Channel Data
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February 2018 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 4Q 2017
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February 2018 FlowWatch
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VA Flow Watch - 1801
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February 2018 Overviews
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Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2016
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February 2018 Overviews
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Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2016
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February 2018 529 Views
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529 Views - 529 Industry Round-Up
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February 2018 Windows
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Windows Into the Mutual Fund Industry February 2018
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February 2018 529 Views
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529 Views - Investment Option Level Analysis
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February 2018 Flow Watch Statistics
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January 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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February 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - December 2017
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February 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2017-Q4
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February 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2017-Q4
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February 2018 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2017-Q4
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February 2018 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2017-Q4
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February 2018 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2017-Q4
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February 2018 529 Views
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529 Views - Employer Channel Market Sizing
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February 2018 529 Qualitive Quarterly
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4Q 2017 529 Quarterly Update
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February 2018 ETF FlowWatch
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Global ETF FlowWatch - December 2017
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February 2018 529 Views
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529 Views - 4Q 2017 529 Market Sizing
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February 2018 529 Data Quarterly
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4Q 2017 529 Quarterly Data Update
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January 2018 FlowWatch
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VA Flow Watch: December 2017
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January 2018 529 Views
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529 Views - Estimated Gross Sales From New Accounts
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January 2018 Flow Watch Statistics
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December 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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January 2018 529 Views
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529 Views - 529 Savings Plan Annual Churn Rate
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January 2018 529 Views
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529 Views - SI 529 Quarterly Data Collection
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January 2018 529 Fee Analysis
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4Q 2017 529 Fee Analysis
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January 2018 529 Views
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529 Views - HR1 and State Tax Impacts
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January 2018 ETF FlowWatch
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Global ETF FlowWatch - November 2017
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January 2018 529 Views
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529 Views - New 529 Table
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December 2017 FlowWatch
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Simfund VA: November 2017 Flow Watch
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December 2017 529 Views
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529 Views - 529 Assets in TIPS
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December 2017 529 Views
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529 Views - Industry Round-Up
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December 2017 Flow Watch Statistics
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November 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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December 2017 529 Views
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529 Views - Tax Cuts and Jobs Act
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December 2017 ETF FlowWatch
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Global ETF FlowWatch - October 2017
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December 2017 529 Views
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529 Views - New Accounts
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December 2017 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 3Q 2017
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November 2017 Windows
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Windows Into the Mutual Fund Industry November 2017
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November 2017 FlowWatch
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Simfund VA Flow Watch October 2017
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November 2017 529 Views
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529 Views - Market Data Spotlight: Gifting
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November 2017 529 Views
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529 Views - Automatic Funding
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November 2017 Flow Watch Statistics
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October 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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November 2017 529 Qualitive Quarterly
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3Q 2017 529 Quarterly Update
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November 2017 529 Views
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529 Views - 529 Omnibus Table Updated
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November 2017 529 Views
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529 Views - HR 1 Proposal
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November 2017 529 Data Quarterly
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3Q 2017 529 Quarterly Data Update
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November 2017 ETF FlowWatch
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Global ETF FlowWatch - September 2017
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October 2017 529 Views
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529 Views - Estimated 3Q 2017 529 Gross Sales
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October 2017 FlowWatch
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Simfund VA: FlowWatch 1709
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October 2017 529 Views
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529 Views - 5-Year Annual Net Sales and Appreciation by Channel
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October 2017 529 Views
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529 Views - Sales and Appreciation by Channel
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October 2017 Flow Watch Statistics
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September 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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October 2017 529 Fee Analysis
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3Q 2017 529 Fee Analysis
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October 2017 529 Views
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529 Views - Cumulative Net Sales and Appreciation
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October 2017 ETF FlowWatch
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Globla ETF FlowWatch - August 2017
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October 2017 529 Views
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529 Views - John Hancock Product Enhacements
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September 2017 FlowWatch
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Simfund VA FLow Watch August 2017
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September 2017 529 Views
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529 Views - Industry Round-Up
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September 2017 529 Views
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529 Views - College Financial Planning Boosts Retirement Planning
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September 2017 Flow Watch Statistics
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August 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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September 2017 529 Views
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529 Views - Number of Age-Based Bands
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September 2017 ETF FlowWatch
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Global ETF FlowWatch - July 2017
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September 2017 529 Views
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529 Views - The Significance of 529 Plans
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September 2017 Windows
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Windows Into the Mutual Fund Industry August 2017
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August 2017 FlowWatch
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Simfund VA: Flow Watch July 2017
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August 2017 529 Views
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529 Views - 529 Prepaid Plan Market Sizing
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August 2017 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 2Q 2017
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August 2017 529 Views
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529 Views - Personal Savings Rate
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August 2017 529 Qualitive Quarterly
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2Q 2017 529 Quarterly Update
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August 2017 Flow Watch Statistics
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July 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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August 2017 529 Views
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529 Views - Washington GET is Ready and Set to Go
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August 2017 529 Views
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529 Views - Digital Divide
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August 2017 529 Data Quarterly
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2Q 2017 529 Quarterly Data Update
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August 2017 ETF FlowWatch
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Global ETF FlowWatch - June 2017
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July 2017 529 Views
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529 Views - 2Q 2017 Market Sizing
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July 2017 FlowWatch
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Simfund VA Flow Watch June 2017
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July 2017 529 Views
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529 Views - MSRB to Assess Fee
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July 2017 529 Fee Analysis
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2Q 2017 529 Fee Analysis
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July 2017 529 Views
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529 Views - Financial Wellness and 529s
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July 2017 Flow Watch Statistics
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June 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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July 2017 529 Views
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529 Views - Market Sizing 529 Contract Expirations
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July 2017 ETF FlowWatch
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Global ETF FlowWatch - May 2017
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July 2017 529 Views
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529 Views - Top 10 Announcements of the Week
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July 2017 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Highlights, 2Q 2017
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June 2017 FlowWatch
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Simfund VA Flow Watch - May 2017
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June 2017 529 Views
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529 Views - SIFT 2017 Highlights
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June 2017 529 Views
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529 Views - Market Share of RIA Plans and Shareclasses
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June 2017 Flow Watch Statistics
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May 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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June 2017 529 Views
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529 Views - Illinois Announcement
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June 2017 ETF FlowWatch
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Global ETF FlowWatch - April 2017
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June 2017 529 Views
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529 Views - Key Trends in Target Markets
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May 2017 FlowWatch
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Simfund VA Flow Watch - April 2017
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May 2017 Windows
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Windows Into the Mutual Fund Industry May 2017
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May 2017 529 Views
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529 Views - Advisory Share Classes Expand
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May 2017 529 Views
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529 Views - Investment Option Level Analysis
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May 2017 Alternatives Quarterly
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Liquid Alternatives Overview - Q1'17
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May 2017 529 Views
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529 Views - Product Updates
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May 2017 ETF FlowWatch
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Global ETF FlowWatch - March 2017
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May 2017 Flow Watch Statistics
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April 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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May 2017 529 Qualitive Quarterly
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1Q 2017 529 Quarterly Update
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May 2017 529 Views
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529 Views - 529 & ABLE Market Data Spotlight
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May 2017 529 Data Quarterly
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1Q 2017 529 Quarterly Data Update
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May 2017 529 Views
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529 Views - 529 Market Sizing
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April 2017 FlowWatch
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Simfund VA Flow Watch - March 2017
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April 2017 529 Views
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529 Views - 1Q 2017 529 Market Sizing Early Estimate
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April 2017 Flow Watch Statistics
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March 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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April 2017 529 Views
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529 Views - Washington SB 5923
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April 2017 529 Fee Analysis
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1Q 2017 529 Fee Analysis
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April 2017 Sub-Advisory Quarterly Highlights
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Subadvised Quarterly Highlights, 1Q 2017
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April 2017 529 Views
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529 Views - ABLE Bills Reintroduced
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April 2017 ETF FlowWatch
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Global ETF FlowWatch - February 2017
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April 2017 529 Views
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529 Views - Washington RFP
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March 2017 FlowWatch
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Simfund VA Flow Watch - February 2017
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March 2017 529 Views
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529 Views - 529 Prepaid Plan Market Data
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March 2017 529 Views
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529 Views - CSF Conference 2017
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March 2017 529 Views
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529 Views - Advisor-Sold Assets by Share Class
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March 2017 Flow Watch Statistics
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February 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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March 2017 ETF FlowWatch
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Global ETF FlowWatch - January 2017
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March 2017 529 Views
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529 Views - Employer Channel Data Part 2
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March 2017 Windows
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Windows Into the Mutual Fund Industry February 2017
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February 2017 FlowWatch
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Simfund VA Flow Watch - January 2017
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February 2017 529 Views
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529 Views - Employer Channel Data
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February 2017 529 Views
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529 Views - Number of New 529 Accounts
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February 2017 529 Qualitive Quarterly
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4Q 2016 529 Quarterly Update
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February 2017 Flow Watch Statistics
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January 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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February 2017 529 Views
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529 Views - 529 Market Sizing
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February 2017 Alternatives Quarterly
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Liquid Alternatives Overview - Q4'16
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February 2017 529 Data Quarterly
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4Q 2016 529 Quarterly Data Update
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February 2017 529 Views
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529 Views - Number of New 529 Accounts
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February 2017 ETF FlowWatch
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Global ETF FlowWatch - December 2016
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January 2017 FlowWatch
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Simfund VA Flow Watch - December 2016
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January 2017 529 Views
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529 Views - Average Contributions
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January 2017 529 Views
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529 Views - Inactive 529 Accounts
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January 2017 529 Views
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529 Views - Automatic Funding
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January 2017 Flow Watch Statistics
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December 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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January 2017 529 Fee Analysis
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4Q 2016 529 Fee Analysis
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January 2017 529 Views
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529 Views - Number of New Accounts
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January 2017 529 Views
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529 Views - Historical New Account Size
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December 2016 FlowWatch
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Simfund VA Flow Watch November 2016
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December 2016 529 Views
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529 Views - Industry Fees
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December 2016 Sub-Advisory Quarterly Highlights
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Subadvised Quarterly Highlights, 4Q 2016
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December 2016 ETF FlowWatch
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Global ETF FlowWatch - November 2016
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December 2016 529 Views
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529 Views - Industry Round-Up
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December 2016 Flow Watch Statistics
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November 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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December 2016 529 Views
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529 Views - State Legislative Update
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December 2016 529 Views
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529 Views - 529 Contributions from Tax Refunds
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December 2016 ETF FlowWatch
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Global ETF FlowWatch - October 2016
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November 2016 Windows
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Windows Into the Mutual Fund Industry November 2016
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November 2016 FlowWatch
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Simfund VA Flow Watch October 2016
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November 2016 529 Views
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529 Views - Cyber Monday and New Account Growth
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November 2016 529 Views
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529 Views - A Time for Giving Thanks
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November 2016 Flow Watch Statistics
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October 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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November 2016 529 Views
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529 Views - Illinois Request for Proposal
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November 2016 529 Qualitive Quarterly
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3Q 2016 529 Quarterly Update
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November 2016 529 Views
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529 Views - 3Q 2016 529 Net Flows
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November 2016 ETF FlowWatch
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ETF FlowWatch September 2016
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November 2016 529 Data Quarterly
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3Q 2016 529 Quarterly Data Update
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October 2016 529 Views
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529 Views - Conservative Investment Options
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October 2016 Alternatives Quarterly
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Liquid Alternatives Overview - Q3'16
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October 2016 FlowWatch
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Simfund VA Flow Watch September 2016
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October 2016 529 Views
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529 Views - Historical Third Quarter Net Flows
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October 2016 529 Views
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529 Views - RFP Analysis
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October 2016 Flow Watch Statistics
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September 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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October 2016 Sub-Advisory Quarterly Highlights
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Subadvised Quarterly Highlights, 3Q 2016
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October 2016 529 Views
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529 Views - 529 RFP, RFI, and ITN
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October 2016 529 Fee Analysis
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3Q 2016 529 Fee Analysis
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October 2016 529 Views
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529 Views - 529 Market Sizing
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September 2016 FlowWatch
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Simfund VA Flow Watch August 2016
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September 2016 ETF FlowWatch
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Global ETF FlowWatch - August 2016
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September 2016 529 Views
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529 Views - Annual 529 Churn Rate
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September 2016 Flow Watch Statistics
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August 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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September 2016 529 Views
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529 Views - Fee Round-Up and ABLE Market Sizing
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September 2016 529 Views
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529 Views - Recontribution of Refunded Accounts
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August 2016 FlowWatch
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Simfund VA Flow Watch July 2016
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August 2016 529 Views
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529 Views - 2Q 2016 Asset Breakdown
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August 2016 ETF FlowWatch
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Global ETF FlowWatch - July 2016
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August 2016 Windows
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Windows Into the Mutual Fund Industry August 2016
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August 2016 529 Qualitive Quarterly
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2Q 2016 529 Quarterly Update
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August 2016 529 Views
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529 Views - Annual Gross Sales by Channel
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August 2016 529 Views
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529 Views - 2Q 2016 Market Sizing
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August 2016 Flow Watch Statistics
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July 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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August 2016 529 Data Quarterly
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2Q 2016 529 Quarterly Data Update
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August 2016 529 Views
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529 Views - Benchmarking Industry Asset Growth
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August 2016 Alternatives Quarterly
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Liquid Alternatives Overview - Q2'16
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August 2016 529 Views
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529 Views - CollegeAmerica Update
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July 2016 ETF FlowWatch
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Global ETF FlowWatch - June 2016
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July 2016 FlowWatch
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Simfund VA Flow Watch June 2016
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July 2016 529 Views
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529 Views - 529 Account Growth
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July 2016 529 Views
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529 Views - SEC to Review Share Class Usage
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July 2016 Flow Watch Statistics
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June 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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July 2016 529 Views
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529 Views - Product Development Updates
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July 2016 529 Fee Analysis
|
2Q 2016 529 Fee Analysis
|
|
July 2016 529 Views
|
529 Views - What is the Average 529 Account Life Span?
|
|
June 2016 FlowWatch
|
Simfund VA Flow Watch May 2016
|
|
June 2016 529 Views
|
529 Views - SIFT 2016
|
|
June 2016 ETF FlowWatch
|
Global ETF FlowWatch - May 2016
|
|
June 2016 529 Views
|
529 Views - CPSN Conference 2016
|
|
June 2016 Flow Watch Statistics
|
May 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
June 2016 529 Views
|
529 Views - 2016 NAST Symposium
|
|
June 2016 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 2Q 2016
|
|
June 2016 529 Views
|
529 Views - 529 Industry Round-Up
|
|
June 2016 ETF FlowWatch
|
Global ETF FlowWatch - April 2016
|
|
May 2016 529 Views
|
529 Views - Asset Growth by Channel
|
|
May 2016 FlowWatch
|
Simfund VA Flow Watch April 2016
|
|
May 2016 Windows
|
Windows Into the Mutual Fund Industry May 2016
|
|
May 2016 529 Views
|
529 Views - RIA Channel Growth
|
|
May 2016 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 1Q 2016
|
|
May 2016 529 Qualitive Quarterly
|
1Q 2016 529 Quarterly Update
|
|
May 2016 529 Views
|
529 Views - iShares 529 Plan to Add Share Classes
|
|
May 2016 Flow Watch Statistics
|
April 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
May 2016 ETF FlowWatch
|
Global ETF FlowWatch - March 2017
|
|
May 2016 529 Views
|
529 Views - 1Q 2016 Market Sizing
|
|
May 2016 Alternatives Quarterly
|
Liquid Alternatives Overview - Q1'16
|
|
May 2016 529 Views
|
529 Views - Benchmarking New Account Growth
|
|
April 2016 529 Data Quarterly
|
1Q 2016 529 Quarterly Data Update
|
|
April 2016 FlowWatch
|
Simfund VA Flow Watch March 2016
|
|
April 2016 FlowWatch
|
Simfund VA Flow Watch May 2016
|
|
April 2016 FlowWatch
|
Simfund VA Flow Watch May 2016
|
|
April 2016 FlowWatch
|
Simfund VA Flow Watch May 2016
|
|
April 2016 ETF FlowWatch
|
Global ETF FlowWatch - March 2016
|
|
April 2016 529 Views
|
529 Views - NEST Announcement
|
|
April 2016 529 Views
|
529 Views - New York Investment Line-Up
|
|
April 2016 529 Study - Industry 2016
|
529 Industry Analysis, 2016
|
|
April 2016 Flow Watch Statistics
|
March 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
April 2016 529 Views
|
529 Views - Minnesota Tax Bills
|
|
April 2016 Alternatives Quarterly
|
Recent Product Innovation Within the Liquid Alternatives Market
|
|
April 2016 ETF FlowWatch
|
Global ETF FlowWatch - February 2016
|
|
April 2016 529 Fee Analysis
|
1Q 2016 529 Fee Analysis
|
|
April 2016 529 Views
|
529 Views - CA Tax Credit
|
|
March 2016 529 Views
|
529 Views - Investment Option Level Data
|
|
March 2016 FlowWatch
|
Simfund VA Flow Watch February 2016
|
|
March 2016 529 Views
|
529 Views - CSF Conference 2016
|
|
March 2016 Flow Watch Statistics
|
February 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
March 2016 ETF FlowWatch
|
Global ETF FlowWatch - January 2016
|
|
March 2016 529 Views
|
529 Views - 529 Industry Update and Market Sizing
|
|
February 2016 529 Views
|
529 Views - FINRA Suitability and DOL Fiduciary Duty
|
|
February 2016 Windows
|
Windows Into the Mutual Fund Industry February 2016
|
|
February 2016 FlowWatch
|
Simfund VA Flow Watch January
|
|
February 2016 529 Views
|
529 Views - Corporate 529 Distribution Channel
|
|
February 2016 529 Views
|
529 Views - Net Account Growth
|
|
February 2016 529 Qualitive Quarterly
|
4Q 2015 529 Quarterly Update
|
|
February 2016 Flow Watch Statistics
|
January 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
February 2016 529 Views
|
529 Views - Maryland Match Program
|
|
February 2016 Alternatives Quarterly
|
Liquid Alternatives Overview - Q4'15
|
|
February 2016 529 Data Quarterly
|
4Q 2015 529 Quarterly Data Update
|
|
February 2016 529 Views
|
529 Views - Mutual Fund Fees Fall
|
|
January 2016 FlowWatch
|
Simfund VA Flow Watch December 2015
|
|
January 2016 ETF FlowWatch
|
Global ETF FlowWatch - December 2015
|
|
January 2016 529 Views
|
529 Views - Hawaii Senate Bill 2068
|
|
January 2016 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 4Q 2015
|
|
January 2016 529 Views
|
529 Views - 529 Prepaids as Accredited Investors
|
|
January 2016 Flow Watch Statistics
|
December 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
January 2016 529 Fee Analysis
|
4Q 2015 529 Fee Analysis
|
|
January 2016 529 Views
|
529 Views - FINRA to Review 529 Sales Practices
|
|
January 2016 529 Views
|
529 Views - Product Developments
|
|
January 2016 ETF FlowWatch
|
Global ETF FlowWatch - November 2015
|
|
December 2015 529 Views
|
529 Views - Top 529 Stories of 2015
|
|
December 2015 FlowWatch
|
Simfund VA Flow Watch November 2015
|
|
December 2015 529 Views
|
529 Views - Asset Growth and Investment Performance
|
|
December 2015 529 Views
|
529 Views - Student Loan Repayment Benefit
|
|
December 2015 Alternatives Quarterly
|
Liquid Alternative Funds Amid Increased Market Volatility
|
|
December 2015 Flow Watch Statistics
|
November 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
December 2015 529 Views
|
529 Views - 529 Quarterly Updates
|
|
December 2015 ETF FlowWatch
|
Global ETF FlowWatch - October 2015
|
|
December 2015 529 Study - Adv 2015
|
529 Distribution Analysis, 2015
|
|
November 2015 529 Views
|
529 Views - State Legislation Update
|
|
November 2015 FlowWatch
|
Simfund VA Flow Watch October 2015
|
|
November 2015 Windows
|
Windows Into the Mutual Fund Industry November 2015
|
|
November 2015 Market Sizing 2015
|
Asset Management Industry Market Sizing: 2015-2020
|
|
November 2015 529 Views
|
529 Views - Rhode Island Transition Announced
|
|
November 2015 529 Views
|
529 Views - Year-End Marketing and Sales Drive
|
|
November 2015 Flow Watch Statistics
|
October 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
November 2015 529 Qualitive Quarterly
|
3Q 2015 529 Quarterly Update
|
|
November 2015 529 Views
|
529 Views - Top 5 Takeaways from 529 Prepaid Forum 2015
|
|
November 2015 529 Data Quarterly
|
3Q 2015 529 Quarterly Data Update
|
|
November 2015 529 Views
|
529 Views - Investment Line-Up Updates
|
|
October 2015 FlowWatch
|
Simfund VA Flow Watch September 2015
|
|
October 2015 Alternatives Quarterly
|
Liquid Alternatives Overview - Q3'15
|
|
October 2015 529 Views
|
529 Views - Ratings Update
|
|
October 2015 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 3Q 2015
|
|
October 2015 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 2Q 2015
|
|
October 2015 529 Views
|
529 Views - Top 10 Trends Driving Participation
|
|
October 2015 Overviews
|
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2014
|
|
October 2015 ETF FlowWatch
|
Global ETF FlowWatch - August 2015
|
|
October 2015 Overviews
|
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2014
|
|
October 2015 Flow Watch Statistics
|
September 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
October 2015 529 Views
|
529 Views - Vermont Plan Disclosure
|
|
October 2015 529 Fee Analysis
|
3Q 2015 529 Fee Analysis
|
|
October 2015 529 Views
|
529 Views - Product Development Updates
|
|
October 2015 FlowWatch
|
Simfund VA Flow Watch August 2015
|
|
September 2015 529 Views
|
529 Views - Employer Benefit - Student Loan Repayment
|
|
September 2015 ETF FlowWatch
|
Global ETF FlowWatch - July 2015
|
|
September 2015 529 Views
|
529 Views - ABLE Comment Period
|
|
September 2015 Flow Watch Statistics
|
August 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
September 2015 529 Views
|
529 Views - 529 ETF Marketplace Assessment
|
|
September 2015 529 Views
|
529 Views - Ascensus Launches Learn 529.com
|
|
September 2015 FlowWatch
|
Simfund VA Flow Watch July 2015
|
|
August 2015 529 Views
|
529 Views - Market Volatility and Projected Tuition
|
|
August 2015 Windows
|
Windows Into the Mutual Fund Industry August 2015
|
|
August 2015 529 Views
|
529 Views - GET Program Update
|
|
August 2015 529 Views
|
529 Views - 2Q 2015 Market Sizing
|
|
August 2015 529 Qualitive Quarterly
|
2Q 2015 529 Quarterly Update
|
|
August 2015 Flow Watch Statistics
|
July 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
August 2015 529 Data Quarterly
|
2Q 2015 529 Quarterly Data Update
|
|
August 2015 529 Views
|
529 Views - 529s as Employee Benefits
|
|
August 2015 ETF FlowWatch
|
Global ETF FlowWatch - June 2015
|
|
August 2015 Alternatives Quarterly
|
Liquid Alternatives Overview - Q2'15
|
|
August 2015 FlowWatch
|
Simfund VA Flow Watch June 2015
|
|
August 2015 529 Views
|
529 Views - LPL Announces Robo-Advisor Plan
|
|
July 2015 529 Views
|
529 Views - Distribution Season
|
|
July 2015 529 Views
|
529 Views - 529 Employer Channel Start-Ups
|
|
July 2015 Flow Watch Statistics
|
June 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
July 2015 ETF FlowWatch
|
Global ETF FlowWatch - May 2015
|
|
July 2015 529 Views
|
529 Views - Missouri RFP
|
|
July 2015 529 Fee Analysis
|
2Q 2015 529 Fee Analysis
|
|
July 2015 529 Views
|
529 Views - CollegeChoice Fee Reduction
|
|
June 2015 529 Views
|
529 Views - SIFT 2015
|
|
June 2015 FlowWatch
|
Simfund VA Flow Watch May2015
|
|
June 2015 529 Views
|
529 Views - ABLE Update and Prepaid Plans
|
|
June 2015 529 Views
|
529 Views - Student Debt and the Employer Channel
|
|
June 2015 Flow Watch Statistics
|
May 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
June 2015 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 1Q 2015
|
|
June 2015 529 Views
|
529 Views - Economy and 1Q 2015 Net Flows
|
|
June 2015 ETF FlowWatch
|
Global ETF FlowWatch - April 2015
|
|
June 2015 529 Views
|
529 Views - Upcoming CollegeBoundfund RFP
|
|
May 2015 FlowWatch
|
Simfund VA Flow Watch April 2015
|
|
May 2015 Windows
|
Windows Into the Mutual Fund Industry May 2015
|
|
May 2015 529 Views
|
529 Views - Product Developments
|
|
May 2015 529 Qualitive Quarterly
|
1Q 2015 529 Quarterly Update
|
|
May 2015 529 Views
|
529 Views - CSPN Top 5 Trends
|
|
May 2015 ETF FlowWatch
|
Global ETF FlowWatch - March 2015
|
|
May 2015 Flow Watch Statistics
|
April 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
May 2015 Alternatives Quarterly
|
Liquid Alternatives Overview - Q1'15
|
|
May 2015 529 Views
|
529 Views - ICI Conference 2015
|
|
May 2015 FlowWatch
|
Global ETF FlowWatch - April 2015
|
|
May 2015 529 Data Quarterly
|
1Q 2015 529 Quarterly Data Update
|
|
May 2015 529 Views
|
529 Views - 529 Legislative Enhancements
|
|
April 2015 FlowWatch
|
Simfund VA Flow Watch March 2015
|
|
April 2015 529 Views
|
529 Views - CHET Updates Investment Line-Up
|
|
April 2015 529 Fee Analysis
|
1Q 2015 529 Fee Analysis
|
|
April 2015 529 Views
|
529 Views - Investment Line-Up Updates
|
|
April 2015 ETF FlowWatch
|
ETF FlowWatch - February 2015
|
|
April 2015 ETF FlowWatch
|
Global ETF FlowWatch - February 2015
|
|
April 2015 Flow Watch Statistics
|
March 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
April 2015 529 Views
|
529 Views - Projecting Tuition Inflation
|
|
April 2015 529 Views
|
529 Views - Benchmarking Account Growth by Channel
|
|
March 2015 529 Views
|
529 Views - Understanding Able
|
|
March 2015 FlowWatch
|
Simfund VA Flow Watch February 2015
|
|
March 2015 529 Views
|
529 Views - 529 Data Collection
|
|
March 2015 ETF FlowWatch
|
ETF FlowWatch - January 2015
|
|
March 2015 529 Views
|
529 Views - Advisor Book Growth and 529 Omnibus
|
|
March 2015 Flow Watch Statistics
|
February 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
March 2015 529 Views
|
529 Views - New Demographics Data
|
|
February 2015 529 Views
|
529 Views - CSF Conference and Market Sizing
|
|
February 2015 Alternatives Quarterly
|
Liquid Alternatives Overview - 2014
|
|
February 2015 FlowWatch
|
Simfund VA Flow Watch January 2015
|
|
February 2015 529 Views
|
529 Views - Direct Deposit and Legislation
|
|
February 2015 529 Qualitive Quarterly
|
4Q 2014 529 Quarterly Update
|
|
February 2015 Windows
|
Windows Into the Mutual Fund Industry February 2015
|
|
February 2015 529 Views
|
529 Views - Income Caps
|
|
February 2015 Flow Watch Statistics
|
January 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
February 2015 529 Views
|
529 Views - Legislative and Market Sizing Update
|
|
February 2015 529 Data Quarterly
|
4Q 2014 529 Quarterly Data Update
|
|
February 2015 ETF FlowWatch
|
ETF FlowWatch - December 2014
|
|
February 2015 529 Views
|
529 Views - GAO Rebuttal Statements
|
|
February 2015 FlowWatch
|
Simfund VA Flow Watch December 2014
|
|
January 2015 FlowWatch
|
Simfund VA Flow Watch December 2014
|
|
January 2015 529 Views
|
529 Views - Plan Disclosure Statements and Supplements
|
|
January 2015 529 Views
|
529 Views - Trend in Investment Options per Plan
|
|
January 2015 Flow Watch Statistics
|
December 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
January 2015 529 Views
|
529 Views - GAO Request
|
|
January 2015 529 Fee Analysis
|
4Q 2014 529 Fee Analysis
|
|
January 2015 ETF FlowWatch
|
ETF FlowWatch - November 2014
|
|
January 2015 529 Views
|
529 Views - Plan Disclosures on ABLE Act
|
|
December 2014 529 Views
|
529 Views - 2014 Year in Review
|
|
December 2014 FlowWatch
|
Simfund VA Flow Watch November 2014
|
|
December 2014 529 Views
|
529 Views - Composition of Historical Fourth Quarter Gross Sales
|
|
December 2014 529 Views
|
529 Views - Employer Channel Benchmarking Report
|
|
December 2014 Monitor
|
December 2014 Monitor
|
|
December 2014 529 Study - Adv 2014
|
529 Distribution Study, 2014
|
|
December 2014 ETF FlowWatch
|
ETF FlowWatch - October 2014
|
|
December 2014 529 Views
|
529 Views - Year-End Perspective on Industry Data
|
|
December 2014 529 Views
|
529 Views - Investment Line-Up Changes and Themes
|
|
November 2014 FlowWatch
|
Simfund VA Flow Watch October 2014
|
|
November 2014 529 Qualitive Quarterly
|
3Q 2014 529 Quarterly Update
|
|
November 2014 Alternatives Quarterly
|
3Q 2014 Alternatives Quarterly Update
|
|
November 2014 529 Views
|
529 Views - What Are 529 Product Providers Thankful For?
|
|
November 2014 529 Views
|
529 Views - Historical Account Growth Rates by Channel
|
|
November 2014 Windows
|
Windows Into the Mutual Fund Industry November 2014
|
|
November 2014 529 Data Quarterly
|
3Q 2014 529 Quarterly Data Update
|
|
November 2014 FlowWatch
|
September 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
November 2014 529 Views
|
529 Views - Growth in 529 Usage
|
|
November 2014 529 Views
|
529 Views - The Way-Early 529 Gift
|
|
November 2014 ETF FlowWatch
|
ETF FlowWatch - September 2014
|
|
November 2014 Monitor
|
October 2014 Monitor
|
|
November 2014 Alternatives Study 2014
|
Alternatives Industry Analysis 2014
|
|
November 2014 Flow Watch Statistics
|
November 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
October 2014 FlowWatch
|
Simfund VA Flow Watch September 2014
|
|
October 2014 529 Views
|
529 Views - RIA Channel Growth Rates Part 2
|
|
October 2014 529 Fee Analysis
|
3Q 2014 529 Fee Analysis
|
|
October 2014 529 Views
|
529 Views - Vermont Response Summary to RFI Questions
|
|
October 2014 529 Views
|
529 Views - RIA Channel Growth Rates
|
|
October 2014 529 Views
|
529 Views - Demographics of 529 Users
|
|
October 2014 Monitor
|
September 2014 Monitor
|
|
October 2014 529 Views
|
529 Views - High Volume of Product Developments
|
|
October 2014 Flow Watch Statistics
|
October 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
September 2014 Market Sizing 2014
|
Asset Management Industry Market Sizing: 2014-2019
|
|
September 2014 FlowWatch
|
Simfund VA Flow Watch August 2014
|
|
September 2014 529 Views
|
529 Views - 529 Conference
|
|
September 2014 529 Views
|
529 Views - GAO 529 Report
|
|
September 2014 529 Views
|
529 Views - New vs. Existing Accounts
|
|
September 2014 529 Views
|
529 Views - Texas Plan Disclosure Statements
|
|
September 2014 Monitor
|
August 2014 Monitor
|
|
September 2014 Overviews
|
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2013
|
|
September 2014 FlowWatch
|
September 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
August 2014 Alternatives Quarterly
|
2Q 2014 Alternatives Quarterly Update
|
|
August 2014 FlowWatch
|
July 2014 VA Fund Flow Watch
|
|
August 2014 529 Views
|
529 Views - NH 529 Plan Advisory Commission
|
|
August 2014 529 Qualitive Quarterly
|
2Q 2014 529 Quarterly Update
|
|
August 2014 529 Views
|
529 Views - Raymond James and 529 Distribution
|
|
August 2014 Overviews
|
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2013
|
|
August 2014 Windows
|
Windows Into the Mutual Fund Industry August 2014
|
|
August 2014 529 Views
|
529 Views - MPACT Facts
|
|
August 2014 529 Data Quarterly
|
2Q 2014 529 Data Quarterly Update
|
|
August 2014 529 Views
|
529 Views - ABLE Act
|
|
August 2014 Flow Watch Statistics
|
August 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
|
July 2014 FlowWatch
|
June 2014 VA Fund Flow Watch
|
|
July 2014 529 Views
|
529 Views - Prepaid 529 Plans
|
|
July 2014 529 Views
|
529 Views - Putnam 529
|
|
July 2014 529 Views
|
529 Views - CollegeCounts New Investment Options
|
|
July 2014 529 Fee Analysis
|
2Q 2014 529 Fee Analysis
|
|
July 2014 529 Views
|
529 Views - Wall Street Journal Anniversary
|
|
July 2014 Monitor
|
June 2014 Monitor
|
|
July 2014 529 Views
|
529 Views - School's Out for Summer
|
|
June 2014 FlowWatch
|
May 2014 VA Fund Flow Watch
|
|
June 2014 529 Views
|
529 Views - SIFT 2014
|
|
June 2014 529 Study - Industry 2014
|
529 Industry Analysis, 2014
|
|
June 2014 529 Views
|
529 Views - US Savings Bond Sales Plummet
|
|
June 2014 529 Views
|
529 Views - College Savers Pay a Premium
|
|
June 2014 529 Views
|
529 Views - Firms Boost Promotions
|
|
May 2014 Alternatives Quarterly
|
1Q 2014 Alternatives Quarterly Update
|
|
May 2014 FlowWatch
|
April 2014 VA Fund Flow Watch
|
|
May 2014 Monitor
|
May 2014 Monitor
|
|
May 2014 529 Views
|
529 Views - ICI GMM Conference
|
|
May 2014 529 Qualitive Quarterly
|
1Q 2014 529 Quarterly Update
|
|
May 2014 529 Views
|
529 Views - Ugift Surpasses $100 Million
|
|
May 2014 Windows
|
Windows Into the Mutual Fund Industry May 2014
|
|
May 2014 Video
|
THE POWER OF DISTRIBUTION DATA: SIMFUND PRO, 7.0
|
|
May 2014 529 Views
|
529 Views - New Mexico RFP
|
|
May 2014 529 Data Quarterly
|
1Q 2014 529 Quarterly Data Update
|
|
May 2014 529 Views
|
529 Views - Assessment on RFPs
|
|
April 2014 529 Views
|
529 Views - Financial Wellness Programs
|
|
April 2014 Monitor
|
April 2014 Monitor
|
|
April 2014 FlowWatch
|
March 2014 VA Fund Flow Watch
|
|
April 2014 Video
|
test test
|
|
April 2014 529 Views
|
529 Views - UESP Reaches $7 Billion
|
|
April 2014 Video
|
Video Tutorial, Introduction
|
|
April 2014 529 Views
|
529 Views - The Value of Planning
|
|
April 2014 529 Fee Analysis
|
1Q 2014 529 Fee Analysis
|
|
April 2014 529 Views
|
529 Views - Target-Date Disclosure
|
|
March 2014 529 Views
|
529 Views - Age-Based Volatility
|
|
March 2014 FlowWatch
|
February 2014 VA Fund Flow Watch
|
|
March 2014 Monitor
|
March 2014 Monitor
|
|
March 2014 529 Study - Industry 2013
|
529 Advisory Study, 2013
|
|
March 2014 529 Study - Industry 2013
|
529 Industry Analysis, 2013
|
|
March 2014 529 Views
|
529 Views - Behavorial Finance
|
|
March 2014 Alternatives Study 2013
|
Alternatives Industry Analysis, 2013
|
|
March 2014 Video
|
Q4 2013 Variable Annuity Overview
|
|
March 2014 529 Views
|
529 Views - State Farm Enhancements
|
|
March 2014 529 Views
|
529 Views - CSF Annual Conference
|
|
March 2014 529 Views
|
529 Views - Closure of Coverdells
|
|
February 2014 Alternatives Quarterly
|
4Q 2013 Alternatives Quarterly Update
|
|
February 2014 Monitor
|
February 2014 Monitor
|
|
February 2014 FlowWatch
|
January 2014 VA Fund Flow Watch
|
|
February 2014 529 Qualitive Quarterly
|
4Q 2013 529 Quarterly Update
|
|
February 2014 Market Sizing 2013
|
Asset Management Industry Market Sizing: 2013-2018
|
|
February 2014 529 Views
|
529 Views - MSRB Rule G-45
|
|
February 2014 529 Views
|
529 Views - Household Debt
|
|
February 2014 529 Data Quarterly
|
4Q 2013 529 Quarterly Data Update
|
|
February 2014 Annual Feature
|
Simfund MF: January 2014 Release Notes
|
|
February 2014 Windows
|
Windows Into the Mutual Fund Industry February 2014
|
|
February 2014 Video
|
Q3 2013 Variable Annuity Overview
|
|
February 2014 529 Views
|
529 Views - Target-Date Funds
|
|
February 2014 529 Views
|
529 Views - Advisers Need Younger Clients
|
|
January 2014 Monitor
|
January 2014 Monitor
|
|
January 2014 FlowWatch
|
December 2013 VA Fund Flow Watch
|
|
January 2014 Video
|
In-Depth Report: Managed Volatility
|
|
January 2014 529 Views
|
529 Views - Ohio Legislative Update
|
|
January 2014 529 Fee Analysis
|
4Q 2013 529 Fee Analysis
|
|
January 2014 529 Views
|
529 Views - Employer Channel Sizing
|
|
January 2014 529 Views
|
529 Views - Top Five Trends in 2013
|
|
January 2014 529 Views
|
529 Views - Floating Rate Investments
|
|
December 2013 Monitor
|
December 2013 Monitor
|
|
December 2013 529 Views
|
529 Views - Minnesota RFP
|
|
December 2013 FlowWatch
|
November 2013 VA Fund Flow Watch
|
|
December 2013 529 Study - Adv 2013
|
2013 529 Plans Distribution Analysis
|
|
December 2013 529 Views
|
529 Views - BlackRock Gotham Classic
|
|
December 2013 529 Views
|
529 Views - Money Market Funds
|
|
December 2013 529 Views
|
529 Views - PLANSPONSOR Plan Benchmarking Report
|
|
December 2013 529 Data Quarterly
|
3Q 2013 529 Quarterly Data Update
|
|
December 2013 529 Views
|
529 Views - Mutual Fund Distribution Forum
|
|
November 2013 Monitor
|
November 2013 Monitor
|
|
November 2013 FlowWatch
|
October 2013 VA Fund Flow Watch
|
|
November 2013 Alternatives Quarterly
|
3Q 2013 Alternatives Quarterly Update
|
|
November 2013 529 Qualitive Quarterly
|
3Q 2013 529 Quartely Update
|
|
November 2013 529 Views
|
529 Views - HighBar Partners
|
|
November 2013 529 Views
|
529 Views - State Fees
|
|
November 2013 Windows
|
Windows Into the Mutual Fund Industry November 2013
|
|
November 2013 529 Views
|
529 Views - Year End Planning
|
|
November 2013 529 Views
|
529 Views - 3Q13 529 Data Quarterly
|
|
October 2013 Monitor
|
October 2013 Monitor
|
|
October 2013 529 Views
|
529 Views - Morningstar Names Best 529 Plans
|
|
October 2013 529 Views
|
529 Views - New York RFP FOIL Request
|
|
October 2013 529 Views
|
529 Views - Product Developments
|
|
October 2013 FlowWatch
|
September 2013 VA Fund Flow Watch
|
|
October 2013 529 Fee Analysis
|
3Q 2013 529 Fee Analysis
|
|
October 2013 529 Views
|
529 Views - SSgA Making Sales Hires
|
|
October 2013 Video
|
Q2 2013 Variable Annuity Quarterly Overview
|
|
September 2013 529 Views
|
529 Views - Ascensus Acquisition
|
|
September 2013 FlowWatch
|
August 2013 VA Fund Flow Watch
|
|
September 2013 Monitor
|
September 2013 Monitor
|
|
September 2013 Alternatives Study 2013
|
Alternatives Industry Analysis 2013
|
|
September 2013 529 Views
|
529 Views - Rising Rates, Fiscal Discord
|
|
September 2013 529 Views
|
529 Views - JPMorgan College Planning Essentials
|
|
September 2013 529 Views
|
529 Views - Florida 529 Savings Plan
|
|
September 2013 Alternatives Quarterly
|
2Q 2013 Alternatives Quarterly Update
|
|
September 2013 529 Views
|
529 Views - Advisor Support
|
|
August 2013 529 Qualitive Quarterly
|
2Q 2013 529 Quarterly Update
|
|
August 2013 FlowWatch
|
July 2013 VA Fund Flow Watch
|
|
August 2013 Monitor
|
2013 Annual Strategic Planning Monitor
|
|
August 2013 529 Views
|
529 Views - Tax Benefits and Costs
|
|
August 2013 529 Views
|
529 Views - Target-Date ratings
|
|
August 2013 Windows
|
Windows Into the Mutual Fund Industry August 2013
|
|
August 2013 529 Data Quarterly
|
2Q 2013 529 Quarterly Data Update
|
|
August 2013 529 Views
|
529 Views - Corporate 529 Plans
|
|
August 2013 529 Study - Industry 2013
|
2013 College Savings Industry Analysis
|
|
August 2013 529 Views
|
529 Views - Colorado Prepaid Closure
|
|
July 2013 FlowWatch
|
June 2013 VA Fund Flow Watch
|
|
July 2013 529 Views
|
529 Views - MSRB Boston
|
|
July 2013 529 Views
|
529 Views - Crash Course on Student Loans
|
|
July 2013 529 Fee Analysis
|
2Q 2013 529 Fee Analysis
|
|
July 2013 529 Views
|
529 Views - Pershing Platform Changes
|
|
July 2013 529 Views
|
529 Views - Vacation from Debt Stress
|
|
July 2013 Overviews
|
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2012
|
|
July 2013 Overviews
|
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2012
|
|
July 2013 529 Views
|
529 Views - Reopened College Illinois
|
|
June 2013 Annual Feature
|
May 2013 VA Fund Flow Watch
|
|
June 2013 529 Views
|
529 Views - Target-Date Series Industry Survey
|
|
June 2013 Monitor
|
June 2013 Monitor
|
|
June 2013 529 Views
|
529 Views - UESP Investment Changes
|
|
June 2013 Video
|
Q1 2013 Variable Annuity Overview
|
|
June 2013 529 Views
|
529 Views - ABLE Act of 2013
|
|
June 2013 529 Qualitive Quarterly
|
1Q 2013 529 Quarterly Update
|
|
May 2013 Alternatives Quarterly
|
1Q 2013 Alternatives Quarterly Update
|
|
May 2013 Annual Feature
|
April 2013 VA Fund Flow Watch
|
|
May 2013 Monitor
|
May 2013 Monitor
|
|
May 2013 529 Data Quarterly
|
1Q 2013 529 Quarterly Data Update
|
|
May 2013 Monitor
|
April 2013 Monitor
|
|
April 2013 FlowWatch
|
March 2013 VA Fund Flow Watch
|
|
April 2013 529 Fee Analysis
|
1Q 2013 529 Fee Analysis
|
|
April 2013 Windows
|
Windows Into the Mutual Fund Industry May 2013
|
|
March 2013 Monitor
|
March 2013 Monitor
|
|
March 2013 Alternatives Quarterly
|
4Q 2012 Alternatives Quarterly Update
|
|
March 2013 FlowWatch
|
February 2013 VA Fund Flow Watch
|
|
March 2013 529 Qualitive Quarterly
|
4Q 2012 529 Quarterly Update
|
|
February 2013 Monitor
|
February 2013 Monitor
|
|
February 2013 FlowWatch
|
January 2013 VA Fund Flow Watch
|
|
February 2013 529 Data Quarterly
|
4Q 2012 529 Quarterly Data Update
|
|
February 2013 Windows
|
Windows Into the Mutual Fund Industry February 2013
|
|
January 2013 Monitor
|
January 2013 Monitor
|
|
January 2013 FlowWatch
|
December 2012 VA Fund Flow Watch
|
|
January 2013 529 Fee Analysis
|
4Q 2012 529 Fee Analysis
|
|
December 2012 FlowWatch
|
November 2012 VA Fund Flow Watch
|
|
December 2012 Monitor
|
December 2012 Monitor
|
|
December 2012 Windows
|
Windows Into the Mutual Fund Industry November 2012
|
|
December 2012 529 Qualitive Quarterly
|
3Q 2012 529 Quarterly Update
|
|
November 2012 Monitor
|
November 2012 Monitor
|
|
November 2012 FlowWatch
|
October 2012 VA Fund Flow Watch
|
|
November 2012 Alternatives Quarterly
|
3Q 2012 Alternatives Quarterly Update
|
|
October 2012 Monitor
|
October 2012 Monitor
|
|
October 2012 FlowWatch
|
September 2012 VA Fund Flow Watch
|
|
September 2012 Monitor
|
September 2012 Monitor
|
|
September 2012 FlowWatch
|
August 2012 VA Fund Flow Watch
|
|
September 2012 Video
|
In-Depth Report: In-Plan Guarantees
|
|
August 2012 Monitor
|
Annual Strategic Planning 2012 Monitor
|
|
August 2012 FlowWatch
|
July 2012 VA Fund Flow Watch
|
|
August 2012 Alternatives Quarterly
|
2Q 2012 Alternatives Quarterly Update
|
|
August 2012 Windows
|
Windows Into the Mutual Fund Industry August 2012
|
|
July 2012 FlowWatch
|
June 2012 VA Fund Flow Watch
|
|
June 2012 Annual Feature
|
2Q12 Lifecycle Qualitative
|
|
June 2012 Monitor
|
June 2012 Monitor
|
|
June 2012 FlowWatch
|
May 2012 VA Fund Flow Watch
|
|
May 2012 Alternatives Quarterly
|
1Q 2012 Alternatives Quarterly Update
|
|
2012 Overviews Issue 1
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2011
|
|
2012 Overviews Issue 2
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2011
|
|
May 2012 Monitor
|
May 2012 Monitor
|
|
May 2012 Windows
|
Windows Into the Mutual Fund Industry May 2012
|
|
April 2012 FlowWatch
|
March 2012 VA Fund Flow Watch
|
|
April 2012 Monitor
|
April 2012 Monitor
|
|
March 2012 FlowWatch
|
February 2012 VA Fund Flow Watch
|
|
March 2012 Monitor
|
March 2012 Monitor
|
|
February 2012 FlowWatch
|
January 2012 VA Fund Flow Watch
|
|
February 2012 Monitor
|
February 2012 Monitor
|
|
February 2012 Alternatives Quarterly
|
4Q 2011 Alternatives Quarterly Update
|
|
February 2012 Windows
|
Windows Into the Mutual Fund Industry February 2012
|
|
January 2012 Monitor
|
January 2012 Monitor
|
|
January 2012 Video
|
In-Depth Report: Variable Annuity Guaranteed Living Benefit Product Profile
|
|
December 2011 Alternatives Quarterly
|
3Q 2011 Alternatives Quarterly Update
|
|
December 2011 Monitor
|
December 2011 Monitor
|
|
November 2011 FlowWatch
|
VA-Fund-Flow-Watch-Oct-11
|
|
November 2011 Windows
|
Windows Into the Mutual Fund Industry November 2011
|
|
October 2011 FlowWatch
|
September 2011 VA Fund Flow Watch
|
|
September 2011 FlowWatch
|
August 2011 VA Fund Flow Watch
|
|
August 2011 Overviews
|
July 2011 VA Fund Flow Watch
|
|
July 2011 Windows
|
Windows Into the Mutual Fund Industry August 2011
|
|
2011 Overviews Issue 2
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2010
|
|
2011 Overviews Issue 1
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2010
|
|
May 2011 Windows
|
Windows Into the Mutual Fund Industry May 2011
|
|
February 2011 Windows
|
Windows Into the Mutual Fund Industry February 2011
|
|
November 2010 Windows
|
Windows Into the Mutual Fund Industry November 2010
|
|
August 2010 Windows
|
Windows Into the Mutual Fund Industry August 2010
|
|
2010 Overviews Issue 3
|
Money Manager Financial Comparisons 2009
|
|
2010 Overviews Issue 2
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2009
|
|
2010 Overviews Issue 1
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2009
|
|
April 2010 Windows
|
Windows Into the Mutual Fund Industry May 2010
|
|
February 2010 Windows
|
Windows Into the Mutual Fund Industry February 2010
|
|
December 2009 Windows
|
Windows Into the Mutual Fund Industry December 2009
|
|
September 2009 Windows
|
Windows into the Mutual Fund Industry: September 2009
|
|
2009 Overviews Issue 4
|
Mutual Fund Advisory Fee Contracts - Analysis of Structures and Schedules - Fiscal Year 2008
|
|
2009 Overviews Issue 3
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2008
|
|
2009 Overviews Issue 2
|
Money Management Financial Comparisons 2008
|
|
2009 Overviews Issue 1
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2008
|
|
May 2009 Windows
|
Windows into the Mutual Fund Industry: May 2009
|
|
March 2009 Windows
|
Windows into Global Asset Management: March 2009
|
|
July 2008 Windows
|
Windows into the Mutual Fund Industry: July 2008
|
|
2008 Overviews Issue 4a
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2007
|
|
2008 Overviews Issue 4b
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2007
|
|
2008 Overviews Issue 3
|
Variable Annuity Trends: Industry Gearing Up to Meet Retirement Income Needs
|
|
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
|
|
June 2006 Windows
|
Windows Into the Mutual Fund Industry: June 2006
|
|
2006 Overviews Issue 2
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2005
|
|
2006 Overviews Issue 2a
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2005
|
|
May 2006 Windows
|
Windows Into the Mutual Fund Industry: May 2006
|
|
April 2006 Windows
|
Windows Into the Mutual Fund Industry: April 2006
|
|
March 2006 Windows
|
Windows Into the Mutual Fund Industry: March 2006
|
|
2006 Overviews Issue 1
|
An Update on the Variable Annuity Business: Benefits, Opportunities and Risks
|
|
February 2006 Windows
|
Windows Into the Mutual Fund Industry: February 2006
|
|
January 2006 Windows
|
Windows Into the Mutual Fund Industry: January 2006
|
|
December 2005 Windows
|
Windows Into the Mutual Fund Industry: December 2005
|
|
2005 Overviews Issue 5
|
Recent Developments in the Defined Contribution Plan Business
|
|
2005 Overviews Issue 4
|
Money Management Financial Comparisons 2004
|
|
2005 Overviews Issue 3
|
Mutual Fund Industry Fee and Expense Benchmarks - Fiscal Year 2004
|
|
2005 Overviews Issue 3A
|
Contractual Advisory Fee Breakpoint Schedule Comparison - Fiscal Year 2004
|
|
2005 Overviews Issue 2
|
Living Benefits and Rising Markets Sustain Variable Annuity Sales
|
|
2005 Overviews Issue 1
|
U.S. Exchange Traded Funds: Growth and Innovation
|
|
2004 Overviews Issue 7
|
Defined Contribution Plan Investments in Mutual Funds
|
|
2004 Overviews Issue 6
|
Trends in Separate Account Consultant Programs
|
|
2004 Overviews Issue 5
|
Moving On, with Reflections and Optimism (Money Management Financial Comparisons 2003)
|
|
June 2004 Annual Feature
|
Annual Update: Contractual Advisory Fee Breakpoint Schedule Comparison Fiscal Year 2003
|
|
June 2004 Annual Feature
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2003
|
|
2004 Overviews Issue 4
|
The Surging Interest in Inflation-Protected Bond Funds and Fund-of-Fund Investments
|
|
2004 Overviews Issue 3
|
Can Closed-End Funds Sustain Their Expanding Appeal?
|
|
2004 Overviews Issue 2
|
A Rapid Recovery: Variable Annuity Business Overview and Thoughts for the Future
|
|
2004 Overviews Issue 1
|
Mutual Fund Fees: Facts, Trends, Economies of Scale, and Market Forces
|
|
2003 Overviews Issue 9
|
International Equity Funds: Recent Trends and Promises of Future Growth, after the Storm
|
|
October 2003 Special Presentation
|
The Variable Annuity Marketplace: Dynamic Changes and the Benefits of Rising Stock Markets (Power Point Presentation)
|
|
2003 Overviews Issue 8
|
Defined Contribution Plan Investments in Mutual Funds - Recent Developments and Detailed 2002 Results
|
|
October 2003 Industry Briefings
|
Key Themes Shaping the Mutual Fund Industry (Power Point Presentation)
|
|
September 2003 Special Presentation
|
Simfund 3.0: A New Experience in Mutual Fund Analytics (Power Point Presentation)
|
|
2003 Overviews Issue 7
|
Future of Bond Funds; B-Share Confusion; Closed-End Fund Innovation; 2Q Update; and Simfund 3.0
|
|
July 2003 Annual Feature
|
Annual Update - Contractual Advisory Fee and Breakpoint Schedule Comparison Fiscal Year 2002
|
|
July 2003 Annual Feature
|
Annual Update - Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2002
|
|
2003 Overviews Issue 6
|
At the Halfway Point in 2003: Asset and Revenue Growth, and Improving Sentiment
|
|
June 2003 Annual Feature
|
Money Management Financial Comparisons 2002
|
|
2003 Overviews Issue 4
|
Fine-Tuning Pricing Strategies: Level Load Funds, Retirement Share Classes, and Protective Redemption Fees
|
|
2003 Overviews Issue 3
|
Responding to Today’s Needs: Income and Balanced Investments, Innovations, and Unity
|
|
2003 Overviews Issue 2
|
An Update on Section 529 Savings Plans: Rapid Growth But Challenges Ahead
|
|
2003 Overviews Issue 1
|
Conserving Capital and Relationships
|
|
2002 Overviews Issue 17
|
Opportunities and Challenges in Bringing Funds of Hedge Funds Down Market
|
|
2002 Overviews Issue 16
|
Planning and Anticipating Interest in Income Mutual Funds during 2003
|
|
2002 Overviews Issue 15
|
Defined Contribution Plan Investments in Mutual Funds: Recent Developments and Year-End 2001 Results
|
|
September 2002 Annual Feature
|
The Newest Funds 2001-2002: Fee Strategy Analysis for Selected Retail Funds
|
|
2002 Overviews Issue 14
|
Rising from a Difficult Summer; Evaluating the Challenges for Principal Guarantee Funds
|
|
September 2002 Annual Feature
|
Annual Update: Contractual Advisory Fee Breakpoint Schedule Comparison Fiscal Year 2001
|
|
September 2002 Annual Feature
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2001
|
|
2002 Overviews Issue 13
|
Stable Value & Market-Neutral Funds – An Update
|
|
2002 Overviews Issue 12
|
A Reassuring View of Redemption Activity Among Investors in Equity Mutual Funds
|
|
2002 Overviews Issue 11
|
First Half Reflections: In the Long-Term, Mutual Fund Will Be in Even Greater Demand
|
|
2002 Overviews Issue 10
|
Money Management Financial Comparisons 2001
|
|
2002 Overviews Issue 9
|
The Money Market Fund Business: At a Crossroads
|
|
2002 Overviews Issue 8
|
Monitoring Global Industry Developments for Ideas to Implement at Home
|
|
2002 Overviews Issue 7
|
Investor Confidence Overcomes Stock Market Anxiety; A Look at the Predictive Nature of Morningstar’s Category Ratings
|
|
2002 Overviews Issue 6
|
Mutual Fund Wrap and Supermarket Platform Update
|
|
2002 Overviews Issue 5
|
Mapping the Mutual Fund Industry from the Parent Companies' Viewpoint
|
|
2002 Overviews Issue 4
|
Capital Gains Distributions and Tax-Managed Funds in 2001
|
|
2002 Overviews Issue 3
|
Variable Annuities: 2001 in Review, Targeting Opportunities, and Contract Feature Evolution
|
|
2002 Overviews Issue 2
|
Dynamic Product Line Adaptations and Focus on 529 Plans
|
|
2002 Overviews Issue 1
|
Exchange Traded Funds: Progress and Limitations, an Update
|
|
2001 Overviews Issue 11
|
Planning for 2002 with Guarded Optimism - Part II
|
|
2001 Overviews Issue 10
|
Planning for 2002 with Guarded Optimism - Part I
|
|
2001 Overviews Issue 9
|
On a Path to Recovery of Investor Sentiment
|
|
2001 Overviews Issue 8
|
Enriching Financial Relationships: Strategies for Action
|
|
2001 Overviews Issue 7
|
Defined Contribution Plan Investments: An Update
|
|
September 2001 FlowWatch
|
What Will Investors in Equity Mutual Funds Do Now?
|
|
2001 Overviews Issue 6
|
Shaping Business Strategy Following a Traumatic Event
|
|
2001 Overviews Issue 5
|
Fee and Expense Trends: Annual Review
|
|
2001 Overviews Issue 5
|
Supplement: Contractual Advisory Fee Breakpoint Schedule Comparison
|
|
2001 Overviews Issue 5
|
Supplement: Mutual Fund Industry Fee and Expense Benchmarks
|
|
2001 Overviews Issue 5
|
Supplement: Newest Funds - Fee Strategies Analysis for Selected Retail Funds
|
|
June 2001 FlowWatch
|
IBD Fund & VA Contributions; Looking to 2002; Trends June and July
|
|
May 2001 FlowWatch
|
First Half 2001 Trends, Fast Growing Small Managers, New Registrations
|
|
2001 Overviews Issue 4
|
Targeting Opportunities in the Variable Annuity Business
|
|
April 2001 Annual Feature
|
2000 Money Manager Financial Comparisons
|
|
April 2001 FlowWatch
|
Potential for Bond Fund Sales; Results for April and May
|
|
March 2001 FlowWatch
|
Results for March and April; ETF Update
|
|
2001 Overviews Issue 3
|
Anticipating and Adapting to a Changing Mutual Fund Environment
|
|
February 2001 FlowWatch
|
February and March Results, New Product Development
|
|
February 2001 Foundation Series
|
The Defined Contribution Business: Strategies and Opportunities for an Evolving Future
|
|
2001 Overviews Issue 2
|
Accelerating Adoption of Mutual Fund Wrap Programs
|
|
January 2001 FlowWatch
|
Slowly Adjusting to a Bear Market, Recent Results, and VA Fees
|
|
2001 Overviews Issue 1
|
Asset-Based Fee Relationships and Investment Product Distribution
|
|
December 2000 FlowWatch
|
Capital Gains, ETF Update, New Registrations
|
|
November 2000 FlowWatch
|
DC Investor Activity; Weekly Summaries
|
|
November 2000 Overviews
|
Defined Contribution Market (Highlights of FOUNDATION Series Study)
|
|
October 2000 Overviews
|
2001 Outlook Part II: Sales and Asset Growth By Product and Distribution Channel
|
|
October 2000 FlowWatch
|
Investor Commitment, New Registrations
|
|
September 2000 Overviews
|
2001 Outlook Part I: Investment, Distribution, and Management Themes
|
|
September 2000 FlowWatch
|
Third Quarter 2000 Trends
|
|
August 2000 FlowWatch
|
Fund Asset Circulation, Sales Projections, ETF Update
|
|
August 2000 Overviews
|
Source of Industry Growth: Retail vs. Institutional - 1999 Results
|
|
July 2000 Overviews
|
Defined Contribution Survey: Year-End 1999 Results
|
|
July 2000 FlowWatch
|
Household Ownership of Funds; Variable Annuity Innovations
|
|
June 2000 Foundation Series
|
Enhancing Relationship Management and Customer Retention
|
|
June 2000 Overviews
|
Overview of Key Themes in the U.S. Mutual Fund Industry
|
|
June 2000 FlowWatch
|
Second Quarter 2000 Trends
|
|
May 2000 Annual Feature
|
1999 Money Manager Financial Comparisons
|
|
May 2000 Overviews
|
Exchange-Traded Funds: Promises and Limitations
|
|
May 2000 FlowWatch
|
First Half Highlights, Marketplace Updates, Direct Distribution Expands
|
|
April 2000 FlowWatch
|
Equity Redemptions, Market Neutral Fund Update
|
|
April 2000 Overviews
|
Recent Developments in the Variable Annuity Marketplace
|
|
March 2000 Overviews
|
1999 Annual Fee and Expense Trends
|
|
March 2000 Supplement
|
1999 Contractual Advisory Fee Supplement
|
|
March 2000 Supplement
|
1999 Fee and Expense Benchmark Supplement
|
|
March 2000 FlowWatch
|
First Quarter 2000 Trends
|
|
February 2000 FlowWatch
|
Exchange-Traded Funds; Managed Accounts
|
|
February 2000 Overviews
|
New Product Development
|
|
January 2000 Overviews
|
1999 Mutual Fund Trends and Developments
|
|
January 2000 Supplement
|
1999 Trends and Developments Statistical Supplement
|
|
January 2000 FlowWatch
|
Tech Funds; Int'l Resurgence; Benchmarking Redemptions
|
|
2000 Overviews Issue 1
|
Money Fund Update
|
|
December 1999 FlowWatch
|
Fourth Quarter 1999 Trends
|
|
December 1999 Overviews
|
Money Market Funds Update
|
|
November 1999 Overviews
|
A Decade of Growth: Large and Small Management Companies
|
|
November 1999 FlowWatch
|
Tax-Managed Funds and Tax-Efficiency; Capital Gains
|
|
October 1999 FlowWatch
|
Exchange-Traded Products; Shareholder Demographics
|
|
October 1999 Overviews
|
Forecast for 2000: by Product, Distribution Channel, and Financial Scenario
|
|
September 1999 FlowWatch
|
3Q99 Results; Technology Funds; Money Fund Managers
|
|
September 1999 Overviews
|
Trends and Developments in the Variable Annuity Business
|
|
August 1999 Overviews
|
Defined Contribution Survey: Year-End 1998 Results
|
|
August 1999 FlowWatch
|
Shareholder Characteristics; Variable Annuity Subadvisory Opportunities
|
|
July 1999 FlowWatch
|
Looking Ahead: Have Industry Sales Rates Peaked?
|
|
July 1999 Overviews
|
Sources of Industry Growth: Retail and Institutional - 1998 Results
|
|
June 1999 Overviews
|
A Supportive Perspective on Fund Opportunities and Misconceptions
|
|
June 1999 FlowWatch
|
Second Quarter 1999 Trends
|
|
May 1999 Overviews
|
Lipper Classifications: Methodology and Implications
|
|
May 1999 FlowWatch
|
Style Rotation; New Funds and Registrations
|
|
April 1999 Annual Feature
|
1998 Money Manager Financial Comparisons
|
|
April 1999 Supplement
|
Annual Fee and Expense Benchmarking Supplement
|
|
April 1999 FlowWatch
|
Distribution Channel Comparisons Using New Lipper Classifications
|
|
April 1999 Overviews
|
Fund Advisory and Sub-Advisory Fee Analysis; Variable Annuities Fees and Total Costs
|
|
March 1999 Overviews
|
Mutual Fund Wrap Program Update
|
|
February 1999 Overviews
|
1998 in Review: An Annual Summary
|
|
February 1999 Supplement
|
Overview of Key Themes for Mutual Funds: 1998 Issue
|
|
February 1999 FlowWatch
|
Variable Annuity Trends
|
|
January 1999 FlowWatch
|
Discussion on Morningstar Ratings and Investment Style Classifications
|
|
January 1999 Overviews
|
Value-Added Relationships with Advisors and Investors: Check Lists
|
|
December 1998 Overviews
|
Bond Fund Marketing in a Low Interest Rate Environment
|
|
December 1998 FlowWatch
|
Capital Gains Payouts and Reinvestment Rates; Recapturing Distributions
|
|
October 1998 FlowWatch
|
Focus on Money Market Funds
|
|
October 1998 Overviews
|
Tax-Managed Equity Funds
|
|
September 1998 Overviews
|
Sources of Industry Growth: Retail and Institutional - 1997 Results
|
|
August 1998 Overviews
|
Defined Contribution Survey: Year-End 1997 Results
|
|
August 1998 FlowWatch
|
The Summer Stock Market Drop and Investor Behavior
|
|
July 1998 FlowWatch
|
Market Neutral Funds and Packaging of Downside Protection; SI Service Enhancements
|
|
July 1998 Overviews
|
Sustaining the Industry’s Culture: Managing Relationships
|
|
June 1998 FlowWatch
|
Second Quarter 1998 Trends; Review of Concentrated Portfolios
|
|
June 1998 Overviews
|
Sustaining the Industry’s Culture: Managing Expectations
|
|
May 1998 Overviews
|
Advisory Fee Structures and Considerations
|
|
May 1998 FlowWatch
|
Closed-End Funds; New FlowWatch Presentations Based on Revised ICI Categories
|
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March 1998 Overviews
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Focus on Customer Retention: Some Determinants
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January 1998 Overviews
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1997 in Review: An Annual Summary
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December 1997 Overviews
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Update on International and Global Equity Funds
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November 1997 Overviews
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Fast-Growing Small Managers
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October 1997 FlowWatch
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The Growing Acceptance of Mutual Fund Wrap Programs
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September 1997 Overviews
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Pricing and Distribution Trends with Focus on Level-Load Funds
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August 1997 Overviews
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Key Events in the History of U.S. Mutual Funds
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August 1997 FlowWatch
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Tax-Sensitive Investments in Munis,Tax-Managed Equity, and VAs
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July 1997 FlowWatch
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Defined Contribution Survey: Year-End 1996 Results
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July 1997 Overviews
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Sources of Industry Growth: Retail and Institutional - 1996 Results
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June 1997 Overviews
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How Contractual Advisory Fees for Equity Funds have Changed since Early 1980s
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May 1997 Overviews
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Bond Investor Characteristics: Asset Velocity and Account Sizes; Bond Fund Annual Fee Benchmarking
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May 1997 FlowWatch
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Money Market Fund Expansion (vs. bank Deposits), MMF Fee Benchmarks, Waivers, and Yield-Driven Flows
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April 1997 FlowWatch
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Fees: To Average Investor, by Channel; Defining Peer Groups; Annual Benchmarking for Equity Funds
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March 1997 Overviews
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Equity Fund Fees: Variability of Pre-Expense Returns, Effect of Waivers, and Fee Correlation to Performance
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March 1997 FlowWatch
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Retention Strategies for a Changing Mutual Fund Environment
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February 1997 FlowWatch
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Distribution Trends: the Expanding Role of Financial Advisors
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February 1997 Overviews
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The Growth of Index Funds
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January 1997 FlowWatch
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1996 in Review: An Annual Summary
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November 1996 FlowWatch
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Morningstar Improved Classification System and the Important Addition of Category Benchmarking
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October 1996 FlowWatch
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Early Exploration of the Internet
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September 1996 Overviews
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Product Line Management Considerations
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August 1996 Overviews
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Fund of Funds, Lifecycle, and Other Allocation Programs
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August 1996 FlowWatch
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New Product Development Themes
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July 1996 Supplement
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Defined Contribution Survey: Year-End 1995 Results
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June 1996 FlowWatch
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Redefining Nat'l Broker-Dealers Role; Pricing, Level-Load, and Wrap Fund Update
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June 1996 Overviews
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Small Company Growth Strategies
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May 1996 FlowWatch
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Advantages and Risks in Advisory Fee Waiving Strategies
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April 1996 FlowWatch
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Equity Fund Fee Benchmarking
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March 1996 Overviews
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A Reassuring View of What Equity Fund Shareholders Will Do in a Bear Market
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March 1996 FlowWatch
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Mutual Fund Shareholder Accounts: Sizes and Share by Distribution Channels
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January 1996 Overviews
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1995 in Review: An Annual Summary
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December 1995 Overviews
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A Detailed Review of the Accelerating Growth of Fund Marketplaces (focusing on Schwab and Fidelity)
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December 1995 FlowWatch
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An In-Depth Review of Sales-Assisted vs. Direct Purchase Distributions
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November 1995 Overviews
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Communication Via the Internet
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September 1995 Overviews
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Changes in Investment Preferences and Measurement, and in Marketing and Distribution
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August 1995 Overviews
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Appealing to the Broad Range of Consumer Financial Needs
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August 1995 FlowWatch
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Money Market Fund Update
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July 1995 Supplement
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Defined Contribution Survey: Year-End 1994 Results
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June 1995 Overviews
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Direct Distribution Gains are Less than They Appear
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June 1995 FlowWatch
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The Myth that Manager Size Equates with Competitiveness
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May 1995 FlowWatch
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Determinants of Fund Company Success and Failure
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May 1995 Overviews
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New Dimensions in Performance Analysis: 24 Ways of Benchmarking
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April 1995 FlowWatch
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Morningstar Ratings: Stability over Time
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March 1995 Overviews
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Equity Fund Asset Retention Challenges
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March 1995 FlowWatch
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Relative Performance Predictibility
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February 1995 FlowWatch
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The Increasing Role of Equity Funds
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January 1995 Overviews
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1994 in Review: An Annual Summary
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December 1994 Overviews
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Customer Retention Strategies
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March 1994 Overviews
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Cash Flow Determinants: Relative Ranking and Morningstar Rating
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January 1994 Review
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The Emergence of Schwab's OneSource Programs
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June 1993 Overviews
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Brand Management and Loyalty
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April 1993 Overviews
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CDSC Fund Financing Analysis
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March 1993 Review
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How Fund Pricing Impacts Management Company Revenues
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February 1993 Review
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How Fund Pricing Impacts Investor Total Returns
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February 1992 Overviews
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Pricing Alternatives: Front Load, CDSC, and the Emerging Level-Load Funds
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October 1991 Review
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Bond Fund Comparisons: 1980s vs. 1990
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May 1991 Overviews
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The Accelerating Importance of CDSC Funds
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