STRATEGIC INSIGHT Mutual Fund Research and Consulting

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Entire Library of Reports
February 2020 529 Fee Analysis	4Q 2019 529 Fee Analysis
February 2020 529 Data Quarterly	4Q 2019 529 Quarterly Data Update
February 2020 529 Qualitive Quarterly	4Q 2019 529 Quarterly Update
February 2020 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q4
February 2020 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2019-Q4
February 2020 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2019-Q4
February 2020 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2019-Q4
February 2020 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2019-Q4
January 2020 FlowWatch	Simfund VA Flow Watch December 2019
January 2020 Flow Watch Statistics	December 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
January 2020 Sub-Advisory Mandate Change Report	Mandate Change Report - November 2019
December 2019 Windows	Windows into the Mutual Fund Industry November 2019
December 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - October 2019
December 2019 Flow Watch Statistics	November 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
December 2019 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 3Q 2019
November 2019 FlowWatch	Simfund VA Flow Watch October 2019
November 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q3
November 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2019-Q3
November 2019 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2019-Q3
November 2019 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2019-Q3
November 2019 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2019-Q3
November 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - September 2019
November 2019 Flow Watch Statistics	October 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
November 2019 529 Fee Analysis	3Q 2019 529 Fee Analysis
November 2019 529 Data Quarterly	3Q 2019 529 Quarterly Data Update
November 2019 529 Qualitive Quarterly	3Q 2019 529 Quarterly Update
October 2019 FlowWatch	Simfund VA Flow Watch September 2019
October 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - August 2019
October 2019 Flow Watch Statistics	September 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
September 2019 FlowWatch	Simfund VA Flow Watch August 2019
September 2019 FlowWatch	Simfund VA Flow Watch November 2019
September 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - July 2019
September 2019 Flow Watch Statistics	August 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
September 2019 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 2Q 2019
September 2019 Windows	Windows into the Mutual Fund Industry August 2019
August 2019 FlowWatch	Simfund VA Flow Watch July 2019
August 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: June 2019
August 2019 Flow Watch Statistics	July 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
August 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - June 2019
August 2019 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2019-Q2
August 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q2
August 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2019-Q2
August 2019 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2019-Q2
August 2019 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2019-Q2
August 2019 529 Fee Analysis	2Q 2019 529 Fee Analysis
August 2019 529 Data Quarterly	2Q 2019 529 Quarterly Data Update
August 2019 529 Qualitive Quarterly	2Q 2019 529 Quarterly Update
July 2019 FlowWatch	Simfund VA Flow Watch June 2019
July 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - May 2019
July 2019 Flow Watch Statistics	June 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
July 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: May 2019
July 2019 FlowWatch	Simfund VA Flow Watch May 2019
June 2019 Flow Watch Statistics	May 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
June 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - April 2019
June 2019 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 1Q 2019
June 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: April 2019
June 2019 Windows	Windows Into the Mutual Fund Industry May 2019
May 2019 FlowWatch	Simfund VA Flow Watch April 2019
May 2019 529 Qualitive Quarterly	1Q 2019 529 Quarterly Update
May 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q1
May 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2019-Q1
May 2019 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2019-Q1
May 2019 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2019-Q1
May 2019 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2019-Q1
May 2019 Flow Watch Statistics	April 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
May 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - March 2019
May 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: March 2019
May 2019 529 Fee Analysis	1Q 2019 529 Fee Analysis
May 2019 529 Data Quarterly	1Q 2019 529 Quarterly Data Update
April 2019 FlowWatch	Simfund VA Flow Watch March 2019
April 2019 529 Views	529 Views - 529 and ABLE Industry Round-Up
April 2019 Flow Watch Statistics	March 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
April 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - February 2019
April 2019 529 Views	529 Views - Target Date Product Developments
April 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: February 2018
April 2019 529 Views	529 Views - SECURE Act
March 2019 FlowWatch	Simfund VA Flow Watch February 2019
March 2019 529 Views	529 Views - CSF Conference 2019: Top 5 Key Takeaways
March 2019 529 Views	529 Views - Top 10 Product Development Themes from the Alabama RFP
March 2019 Flow Watch Statistics	February 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
March 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - January 2019
March 2019 529 Views	529 Views - 529 Gross Contributions, Gross Distributions, and Net Sales, 2017 and 2018
March 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: January 2019
March 2019 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 4Q 2018
March 2019 529 Views	529 Views - Historical 1-Year 529 Account Growth
February 2019 FlowWatch	Simfund VA Flow Watch January 2019
February 2019 Windows	Windows Into the Mutual Fund Industry February 2019
February 2019 529 Views	529 Views - Benchmarking New Account Growth
February 2019 529 Views	529 Views - Benchmarking Fourth Quarter Gross Contributions
February 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - December 2018
February 2019 Flow Watch Statistics	January 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
February 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q4
February 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2018-Q4
February 2019 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2018-Q4
February 2019 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2018-Q4
February 2019 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2018-Q4
February 2019 529 Views	529 Views - Market Data on Gross Distributions
February 2019 529 Qualitive Quarterly	4Q 2018 529 Quarterly Update
February 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: December 2018
February 2019 529 Data Quarterly	4Q 2018 529 Quarterly Data Update
February 2019 529 Views	529 Views - 4Q 2018 529 and ABLE Market Sizing
January 2019 FlowWatch	Simfund VA Flow Watch - December 2018
January 2019 529 Views	529 Views - 529 Rollover Market Data
January 2019 529 Views	529 Views - Savings Rates
January 2019 Flow Watch Statistics	December 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
January 2019 529 Views	529 Views - Convertible C Updates, Contract Renewals, and Product Developments
January 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - November 2018
January 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: November 2018
January 2019 529 Fee Analysis	4Q 2018 529 Fee Analysis
January 2019 529 Views	529 Views - 529 and ABLE Industry Round-Up
December 2018 529 Views	529 Views - Top 5 Themes to Watch in 2019
December 2018 FlowWatch	Simfund VA Flow Watch - November 2018
December 2018 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 3Q 2018
December 2018 529 Views	529 Views - 529 and ABLE Industry Round-Up
December 2018 529 Views	529 Views - Estimated RIA Market Sizing
December 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - October 2018
December 2018 Flow Watch Statistics	November 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
December 2018 529 Views	529 Views - Market Sizing RIA Plans and Shareclasses
December 2018 Global ETF FlowWatch	Global ETF Flow Watch Report: October 2018
December 2018 529 Views	529 Views - Washington State Market Sizing Inquiry
November 2018 FlowWatch	Simfund VA Flow Watch - October 2018
November 2018 Windows	Windows Into the Mutual Fund Industry November 2018
November 2018 529 Views	529 Views - Investment Option Level Analysis
November 2018 529 Views	529 Views - 529 and ABLE Industry Round-Up
November 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - September 2018
November 2018 529 Qualitive Quarterly	3Q 2018 529 Quarterly Update
November 2018 Flow Watch Statistics	October 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
November 2018 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2018-Q3
November 2018 529 Data Quarterly	3Q 2018 529 Quarterly Data Update
November 2018 529 Views	529 Views - 529 Advisor Channel Investment Line-Ups
November 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q3
November 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2018-Q3
November 2018 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2018-Q3
November 2018 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2018-Q3
November 2018 Global ETF FlowWatch	Global ETF FLow Watch Report: September 2018
November 2018 529 Views	529 Views - Industry Round-Up
October 2018 FlowWatch	Simfund VA Flow Watch - September 2018
October 2018 529 Views	529 Views - 3Q 2018 Market Sizing
October 2018 529 Views	529 Views - MSRB G-45
October 2018 Flow Watch Statistics	September 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
October 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - August 2018
October 2018 529 Views	529 Views - Amplify 2018
October 2018 529 Fee Analysis	3Q 2018 529 Fee Analysis
October 2018 529 Views	529 Views - Gifting
October 2018 Global ETF FlowWatch	Global ETF FlowWatch - August 2018
October 2018 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 2Q 2018 - Webinar
October 2018 529 Views	529 Views - 529 Industry Round-Up
September 2018 FlowWatch	Simfund VA Flow Watch - August 2018
September 2018 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 2Q 2018
September 2018 529 Views	529 Views - Minimum Contribution Size
September 2018 529 Views	529 Views - Average Contribution per Account per Year
September 2018 Flow Watch Statistics	August 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
September 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - July 2018
September 2018 529 Views	529 Views - Market Data on Conservative Investment Options
September 2018 Global ETF FlowWatch	Global ETF FlowWatch - July 2018
September 2018 529 Views	529 Views - Historical First Half of Year Gross Distributions
August 2018 FlowWatch	VA Flow Watch Report 1807
August 2018 529 Views	529 Views - College Financial Planning Employer Benefits
August 2018 Windows	Windows Into the Mutual Fund Industry August 2018
August 2018 529 Views	529 Views - Number of New Accounts
August 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - June 2018
August 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q2
August 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2018-Q2
August 2018 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2018-Q2
August 2018 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2018-Q2
August 2018 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2018-Q2
August 2018 Flow Watch Statistics	July 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
August 2018 529 Qualitive Quarterly	2Q 2018 529 Quarterly Update
August 2018 529 Views	529 Views - Historical 2Q Gross Sales and Distributions
August 2018 Global ETF FlowWatch	Global ETF FlowWatch - June 2018
August 2018 Sub-Advisory Insight	Subadvisory Insight, 3Q & 4Q 2017
August 2018 529 Data Quarterly	2Q 2018 529 Quarterly Data Update
August 2018 529 Views	529 Views - Cost of Single- vs. Multi-Managed Plans
July 2018 FlowWatch	June 2018 - Simfund VA Fund Flow Watch
July 2018 529 Views	529 Views - Industry Round-Up
July 2018 529 Views	529 Views - Advisor-Sold Share Class Usage
July 2018 529 Views	529 Views - Louisiana Program for K-12 Tuition
July 2018 Flow Watch Statistics	June 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
July 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - May 2018
July 2018 529 Fee Analysis	2Q 2018 529 Fee Analysis
July 2018 529 Views	529 Views - 529 Industry Round-Up
July 2018 Global ETF FlowWatch	Global ETF FlowWatch - May 2018
July 2018 529 Views	529 Views - Convertible C Shares Updates
June 2018 FlowWatch	Simfund VA May 2018 Flow Watch
June 2018 529 Views	529 Views - Historical 2Q Gross Sales and Gross Distributions
June 2018 529 Views	529 Views - Convertible C Shares
June 2018 Flow Watch Statistics	May 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
June 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - April 2018
June 2018 529 Views	529 Views - CSPN Conference 2018
June 2018 Global ETF FlowWatch	Global ETF FlowWatch - April 2018
June 2018 529 Views	529 Views - Investment Expenses
May 2018 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 1Q 2018
May 2018 FlowWatch	VA Flow Watch 1804
May 2018 529 Views	529 Views - ICI Conference 2018
May 2018 Windows	Windows Into the Mutual Fund Industry May 2018
May 2018 529 Views	529 Views - Annual Gross Distributions
May 2018 Flow Watch Statistics	April 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
May 2018 529 Views	529 Views - Gross Distributions
May 2018 529 Qualitive Quarterly	1Q 2018 529 Quarterly Update
May 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - March 2018
May 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q1
May 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2018-Q1
May 2018 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2018-Q1
May 2018 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2018-Q1
May 2018 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2018-Q1
May 2018 Global ETF FlowWatch	Global ETF FlowWatch - March 2018
May 2018 529 Views	529 Views - 1Q 2018 529 and ABLE Market Sizing
May 2018 529 Data Quarterly	1Q 2018 529 Quarterly Data Update
April 2018 529 Views	529 Views - 1Q 2018 Market Sizing
April 2018 FlowWatch	Simfund VA Flow watch March 2018
April 2018 529 Views	529 Views - 529 Prepaid Plan Market Sizing
April 2018 Flow Watch Statistics	March 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
April 2018 529 Views	529 Views - Conservative Investment Options
April 2018 Sub-Advisory Insight	Subadvisory Insight, 2Q 2017
April 2018 529 Views	529 Views - Convertible C Shares
April 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - February 2018
April 2018 529 Fee Analysis	1Q 2018 529 Fee Analysis
April 2018 Global ETF FlowWatch	Global ETF FlowWatch - February 2018
April 2018 529 Views	529 Views - 2017 New 529 Savings Plans
March 2018 FlowWatch	Simfund VA - Flow Watch February 2018
March 2018 529 Views	529 Views - CSF Conference 2018
March 2018 529 Views	529 Views - Convertible C Shares
March 2018 Flow Watch Statistics	February 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
March 2018 529 Views	529 Views - Investment Option Level Data
March 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - January 2018
March 2018 Global ETF FlowWatch	Global ETF FlowWatch - January 2018
March 2018 529 Views	529 Views - Employer Channel Data
February 2018 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 4Q 2017
February 2018 FlowWatch	VA Flow Watch - 1801
February 2018 Overviews	Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2016
February 2018 Overviews	Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2016
February 2018 529 Views	529 Views - 529 Industry Round-Up
February 2018 Windows	Windows Into the Mutual Fund Industry February 2018
February 2018 529 Views	529 Views - Investment Option Level Analysis
February 2018 Flow Watch Statistics	January 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
February 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - December 2017
February 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2017-Q4
February 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2017-Q4
February 2018 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2017-Q4
February 2018 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2017-Q4
February 2018 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2017-Q4
February 2018 529 Views	529 Views - Employer Channel Market Sizing
February 2018 529 Qualitive Quarterly	4Q 2017 529 Quarterly Update
February 2018 Global ETF FlowWatch	Global ETF FlowWatch - December 2017
February 2018 529 Views	529 Views - 4Q 2017 529 Market Sizing
February 2018 529 Data Quarterly	4Q 2017 529 Quarterly Data Update
January 2018 FlowWatch	VA Flow Watch: December 2017
January 2018 529 Views	529 Views - Estimated Gross Sales From New Accounts
January 2018 Flow Watch Statistics	December 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
January 2018 529 Views	529 Views - 529 Savings Plan Annual Churn Rate
January 2018 529 Views	529 Views - SI 529 Quarterly Data Collection
January 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - November 2018
January 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - November 2018
January 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - November 2018
January 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - November 2018
January 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - November 2018
January 2018 529 Fee Analysis	4Q 2017 529 Fee Analysis
January 2018 529 Views	529 Views - HR1 and State Tax Impacts
January 2018 Global ETF FlowWatch	Global ETF FlowWatch - November 2017
January 2018 529 Views	529 Views - New 529 Table
December 2017 FlowWatch	Simfund VA: November 2017 Flow Watch
December 2017 529 Views	529 Views - 529 Assets in TIPS
December 2017 529 Views	529 Views - Industry Round-Up
December 2017 Flow Watch Statistics	November 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
December 2017 529 Views	529 Views - Tax Cuts and Jobs Act
December 2017 Global ETF FlowWatch	Global ETF FlowWatch - October 2017
December 2017 529 Views	529 Views - New Accounts
December 2017 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 3Q 2017
November 2017 Windows	Windows Into the Mutual Fund Industry November 2017
November 2017 FlowWatch	Simfund VA Flow Watch October 2017
November 2017 529 Views	529 Views - Market Data Spotlight: Gifting
November 2017 529 Views	529 Views - Automatic Funding
November 2017 Flow Watch Statistics	October 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
November 2017 529 Qualitive Quarterly	3Q 2017 529 Quarterly Update
November 2017 529 Views	529 Views - 529 Omnibus Table Updated
November 2017 529 Views	529 Views - HR 1 Proposal
November 2017 529 Data Quarterly	3Q 2017 529 Quarterly Data Update
November 2017 Global ETF FlowWatch	Global ETF FlowWatch - September 2017
October 2017 529 Views	529 Views - Estimated 3Q 2017 529 Gross Sales
October 2017 FlowWatch	Simfund VA: FlowWatch 1709
October 2017 529 Views	529 Views - 5-Year Annual Net Sales and Appreciation by Channel
October 2017 529 Views	529 Views - Sales and Appreciation by Channel
October 2017 Flow Watch Statistics	September 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
October 2017 Sub-Advisory Insight	Subadvisory Insight, 1Q 2017
October 2017 529 Fee Analysis	3Q 2017 529 Fee Analysis
October 2017 529 Views	529 Views - Cumulative Net Sales and Appreciation
October 2017 Global ETF FlowWatch	Globla ETF FlowWatch - August 2017
October 2017 529 Views	529 Views - John Hancock Product Enhacements
September 2017 FlowWatch	Simfund VA FLow Watch August 2017
September 2017 529 Views	529 Views - Industry Round-Up
September 2017 529 Views	529 Views - College Financial Planning Boosts Retirement Planning
September 2017 Flow Watch Statistics	August 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
September 2017 529 Views	529 Views - Number of Age-Based Bands
September 2017 Global ETF FlowWatch	Global ETF FlowWatch - July 2017
September 2017 529 Views	529 Views - The Significance of 529 Plans
September 2017 Windows	Windows Into the Mutual Fund Industry August 2017
August 2017 FlowWatch	Simfund VA: Flow Watch July 2017
August 2017 529 Views	529 Views - 529 Prepaid Plan Market Sizing
August 2017 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 2Q 2017
August 2017 529 Views	529 Views - Personal Savings Rate
August 2017 529 Qualitive Quarterly	2Q 2017 529 Quarterly Update
August 2017 Flow Watch Statistics	July 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
August 2017 529 Views	529 Views - Washington GET is Ready and Set to Go
August 2017 529 Views	529 Views - Digital Divide
August 2017 529 Data Quarterly	2Q 2017 529 Quarterly Data Update
August 2017 Global ETF FlowWatch	Global ETF FlowWatch - June 2017
July 2017 529 Views	529 Views - 2Q 2017 Market Sizing
July 2017 FlowWatch	Simfund VA Flow Watch June 2017
July 2017 529 Views	529 Views - MSRB to Assess Fee
July 2017 529 Fee Analysis	2Q 2017 529 Fee Analysis
July 2017 529 Views	529 Views - Financial Wellness and 529s
July 2017 Flow Watch Statistics	June 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
July 2017 529 Views	529 Views - Market Sizing 529 Contract Expirations
July 2017 Global ETF FlowWatch	Global ETF FlowWatch - May 2017
July 2017 529 Views	529 Views - Top 10 Announcements of the Week
July 2017 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Highlights, 2Q 2017
June 2017 FlowWatch	Simfund VA Flow Watch - May 2017
June 2017 529 Views	529 Views - SIFT 2017 Highlights
June 2017 529 Views	529 Views - Market Share of RIA Plans and Shareclasses
June 2017 Flow Watch Statistics	May 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
June 2017 529 Views	529 Views - Illinois Announcement
June 2017 Global ETF FlowWatch	Global ETF FlowWatch - April 2017
June 2017 529 Views	529 Views - Key Trends in Target Markets
May 2017 FlowWatch	Simfund VA Flow Watch - April 2017
May 2017 Windows	Windows Into the Mutual Fund Industry May 2017
May 2017 529 Views	529 Views - Advisory Share Classes Expand
May 2017 529 Views	529 Views - Investment Option Level Analysis
May 2017 Alternatives Quarterly	Liquid Alternatives Overview - Q1'17
May 2017 529 Views	529 Views - Product Updates
May 2017 Global ETF FlowWatch	Global ETF FlowWatch - March 2017
May 2017 Flow Watch Statistics	April 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
May 2017 529 Qualitive Quarterly	1Q 2017 529 Quarterly Update
May 2017 529 Views	529 Views - 529 & ABLE Market Data Spotlight
May 2017 529 Data Quarterly	1Q 2017 529 Quarterly Data Update
May 2017 529 Views	529 Views - 529 Market Sizing
April 2017 FlowWatch	Simfund VA Flow Watch - March 2017
April 2017 529 Views	529 Views - 1Q 2017 529 Market Sizing Early Estimate
April 2017 Flow Watch Statistics	March 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
April 2017 529 Views	529 Views - Washington SB 5923
April 2017 529 Fee Analysis	1Q 2017 529 Fee Analysis
April 2017 Sub-Advisory Quarterly Highlights	Subadvised Quarterly Highlights, 1Q 2017
April 2017 529 Views	529 Views - ABLE Bills Reintroduced
April 2017 Global ETF FlowWatch	Global ETF FlowWatch - February 2017
April 2017 529 Views	529 Views - Washington RFP
March 2017 FlowWatch	Simfund VA Flow Watch - February 2017
March 2017 529 Views	529 Views - 529 Prepaid Plan Market Data
March 2017 529 Views	529 Views - CSF Conference 2017
March 2017 529 Views	529 Views - Advisor-Sold Assets by Share Class
March 2017 Flow Watch Statistics	February 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
March 2017 Global ETF FlowWatch	Global ETF FlowWatch - January 2017
March 2017 529 Views	529 Views - Employer Channel Data Part 2
March 2017 Windows	Windows Into the Mutual Fund Industry February 2017
February 2017 FlowWatch	Simfund VA Flow Watch - January 2017
February 2017 529 Views	529 Views - Employer Channel Data
February 2017 529 Views	529 Views - Number of New 529 Accounts
February 2017 529 Qualitive Quarterly	4Q 2016 529 Quarterly Update
February 2017 Flow Watch Statistics	January 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
February 2017 529 Views	529 Views - 529 Market Sizing
February 2017 Alternatives Quarterly	Liquid Alternatives Overview - Q4'16
February 2017 529 Data Quarterly	4Q 2016 529 Quarterly Data Update
February 2017 529 Views	529 Views - Number of New 529 Accounts
February 2017 Global ETF FlowWatch	Global ETF FlowWatch - December 2016
January 2017 FlowWatch	Simfund VA Flow Watch - December 2016
January 2017 529 Views	529 Views - Average Contributions
January 2017 529 Views	529 Views - Inactive 529 Accounts
January 2017 529 Views	529 Views - Automatic Funding
January 2017 Flow Watch Statistics	December 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
January 2017 529 Fee Analysis	4Q 2016 529 Fee Analysis
January 2017 529 Views	529 Views - Number of New Accounts
January 2017 529 Views	529 Views - Historical New Account Size
December 2016 FlowWatch	Simfund VA Flow Watch November 2016
December 2016 529 Views	529 Views - Industry Fees
December 2016 Sub-Advisory Quarterly Highlights	Subadvised Quarterly Highlights, 4Q 2016
December 2016 Global ETF FlowWatch	Global ETF FlowWatch - November 2016
December 2016 529 Views	529 Views - Industry Round-Up
December 2016 Flow Watch Statistics	November 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
December 2016 529 Views	529 Views - State Legislative Update
December 2016 529 Views	529 Views - 529 Contributions from Tax Refunds
December 2016 Global ETF FlowWatch	Global ETF FlowWatch - October 2016
November 2016 Windows	Windows Into the Mutual Fund Industry November 2016
November 2016 FlowWatch	Simfund VA Flow Watch October 2016
November 2016 529 Views	529 Views - Cyber Monday and New Account Growth
November 2016 529 Views	529 Views - A Time for Giving Thanks
November 2016 Flow Watch Statistics	October 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
November 2016 529 Views	529 Views - Illinois Request for Proposal
November 2016 529 Qualitive Quarterly	3Q 2016 529 Quarterly Update
November 2016 529 Views	529 Views - 3Q 2016 529 Net Flows
November 2016 Global ETF FlowWatch	ETF FlowWatch September 2016
November 2016 529 Data Quarterly	3Q 2016 529 Quarterly Data Update
October 2016 529 Views	529 Views - Conservative Investment Options
October 2016 Alternatives Quarterly	Liquid Alternatives Overview - Q3'16
October 2016 FlowWatch	Simfund VA Flow Watch September 2016
October 2016 529 Views	529 Views - Historical Third Quarter Net Flows
October 2016 529 Views	529 Views - RFP Analysis
October 2016 Flow Watch Statistics	September 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
October 2016 Sub-Advisory Quarterly Highlights	Subadvised Quarterly Highlights, 3Q 2016
October 2016 529 Views	529 Views - 529 RFP, RFI, and ITN
October 2016 529 Fee Analysis	3Q 2016 529 Fee Analysis
October 2016 529 Views	529 Views - 529 Market Sizing
September 2016 FlowWatch	Simfund VA Flow Watch August 2016
September 2016 Global ETF FlowWatch	Global ETF FlowWatch - August 2016
September 2016 529 Views	529 Views - Annual 529 Churn Rate
September 2016 Flow Watch Statistics	August 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
September 2016 529 Views	529 Views - Fee Round-Up and ABLE Market Sizing
September 2016 529 Views	529 Views - Recontribution of Refunded Accounts
August 2016 FlowWatch	Simfund VA Flow Watch July 2016
August 2016 529 Views	529 Views - 2Q 2016 Asset Breakdown
August 2016 Global ETF FlowWatch	Global ETF FlowWatch - July 2016
August 2016 Windows	Windows Into the Mutual Fund Industry August 2016
August 2016 529 Qualitive Quarterly	2Q 2016 529 Quarterly Update
August 2016 529 Views	529 Views - Annual Gross Sales by Channel
August 2016 529 Views	529 Views - 2Q 2016 Market Sizing
August 2016 Flow Watch Statistics	July 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
August 2016 529 Data Quarterly	2Q 2016 529 Quarterly Data Update
August 2016 529 Views	529 Views - Benchmarking Industry Asset Growth
August 2016 Alternatives Quarterly	Liquid Alternatives Overview - Q2'16
August 2016 529 Views	529 Views - CollegeAmerica Update
July 2016 Global ETF FlowWatch	Global ETF FlowWatch - June 2016
July 2016 FlowWatch	Simfund VA Flow Watch June 2016
July 2016 529 Views	529 Views - 529 Account Growth
July 2016 529 Views	529 Views - SEC to Review Share Class Usage
July 2016 Flow Watch Statistics	June 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
July 2016 529 Views	529 Views - Product Development Updates
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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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 Global ETF FlowWatch	ETF FlowWatch - February 2015
April 2015 Global 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 Global 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 Global 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 Global 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 Global 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 Global 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
March 1998 Overviews	Focus on Customer Retention: Some Determinants
January 1998 Overviews	1997 in Review: An Annual Summary
December 1997 Overviews	Update on International and Global Equity Funds
November 1997 Overviews	Fast-Growing Small Managers
October 1997 FlowWatch	The Growing Acceptance of Mutual Fund Wrap Programs
September 1997 Overviews	Pricing and Distribution Trends with Focus on Level-Load Funds
August 1997 Overviews	Key Events in the History of U.S. Mutual Funds
August 1997 FlowWatch	Tax-Sensitive Investments in Munis,Tax-Managed Equity, and VAs
July 1997 FlowWatch	Defined Contribution Survey: Year-End 1996 Results
July 1997 Overviews	Sources of Industry Growth: Retail and Institutional - 1996 Results
June 1997 Overviews	How Contractual Advisory Fees for Equity Funds have Changed since Early 1980s
May 1997 Overviews	Bond Investor Characteristics: Asset Velocity and Account Sizes; Bond Fund Annual Fee Benchmarking
May 1997 FlowWatch	Money Market Fund Expansion (vs. bank Deposits), MMF Fee Benchmarks, Waivers, and Yield-Driven Flows
April 1997 FlowWatch	Fees: To Average Investor, by Channel; Defining Peer Groups; Annual Benchmarking for Equity Funds
March 1997 Overviews	Equity Fund Fees: Variability of Pre-Expense Returns, Effect of Waivers, and Fee Correlation to Performance
March 1997 FlowWatch	Retention Strategies for a Changing Mutual Fund Environment
February 1997 FlowWatch	Distribution Trends: the Expanding Role of Financial Advisors
February 1997 Overviews	The Growth of Index Funds
January 1997 FlowWatch	1996 in Review: An Annual Summary
November 1996 FlowWatch	Morningstar Improved Classification System and the Important Addition of Category Benchmarking
October 1996 FlowWatch	Early Exploration of the Internet
September 1996 Overviews	Product Line Management Considerations
August 1996 Overviews	Fund of Funds, Lifecycle, and Other Allocation Programs
August 1996 FlowWatch	New Product Development Themes
July 1996 Supplement	Defined Contribution Survey: Year-End 1995 Results
June 1996 FlowWatch	Redefining Nat'l Broker-Dealers Role; Pricing, Level-Load, and Wrap Fund Update
June 1996 Overviews	Small Company Growth Strategies
May 1996 FlowWatch	Advantages and Risks in Advisory Fee Waiving Strategies
April 1996 FlowWatch	Equity Fund Fee Benchmarking
March 1996 Overviews	A Reassuring View of What Equity Fund Shareholders Will Do in a Bear Market
March 1996 FlowWatch	Mutual Fund Shareholder Accounts: Sizes and Share by Distribution Channels
January 1996 Overviews	1995 in Review: An Annual Summary
December 1995 Overviews	A Detailed Review of the Accelerating Growth of Fund Marketplaces (focusing on Schwab and Fidelity)
December 1995 FlowWatch	An In-Depth Review of Sales-Assisted vs. Direct Purchase Distributions
November 1995 Overviews	Communication Via the Internet
September 1995 Overviews	Changes in Investment Preferences and Measurement, and in Marketing and Distribution
August 1995 Overviews	Appealing to the Broad Range of Consumer Financial Needs
August 1995 FlowWatch	Money Market Fund Update
July 1995 Supplement	Defined Contribution Survey: Year-End 1994 Results
June 1995 Overviews	Direct Distribution Gains are Less than They Appear
June 1995 FlowWatch	The Myth that Manager Size Equates with Competitiveness
May 1995 FlowWatch	Determinants of Fund Company Success and Failure
May 1995 Overviews	New Dimensions in Performance Analysis: 24 Ways of Benchmarking
April 1995 FlowWatch	Morningstar Ratings: Stability over Time
March 1995 Overviews	Equity Fund Asset Retention Challenges
March 1995 FlowWatch	Relative Performance Predictibility
February 1995 FlowWatch	The Increasing Role of Equity Funds
January 1995 Overviews	1994 in Review: An Annual Summary
December 1994 Overviews	Customer Retention Strategies
March 1994 Overviews	Cash Flow Determinants: Relative Ranking and Morningstar Rating
January 1994 Review	The Emergence of Schwab's OneSource Programs
June 1993 Overviews	Brand Management and Loyalty
April 1993 Overviews	CDSC Fund Financing Analysis
March 1993 Review	How Fund Pricing Impacts Management Company Revenues
February 1993 Review	How Fund Pricing Impacts Investor Total Returns
February 1992 Overviews	Pricing Alternatives: Front Load, CDSC, and the Emerging Level-Load Funds
October 1991 Review	Bond Fund Comparisons: 1980s vs. 1990
May 1991 Overviews	The Accelerating Importance of CDSC Funds

Research & Reports