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We encourage our clients to use these presentations,
in their entirety or otherwise, internally
throughout their respective companies. You
may contact
us if you need updates.
DC Market Review Segmentation and Plan Sponsor Relationships
Tuesday, Jan. 10, 2012
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Planning for 2012 – Assessing the Product Landscape
Thursday, Dec. 1, 2011
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Planning for 2012 - Assessing Investor Demand & Fund Distribution Trends
Thursday, November 17, 2011
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Planning for 2012 - Strategic Insight Services, Product Enhancements and Research Content To Help You in 2012 and Beyond
Tuesday, November 1, 2011
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Perspectives on Redemption Patterns Across Intermediary-Sold Distribution Platforms
September 15, 2011
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U.S. ETF Market Update
July 27, 2011
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Considerations in Fund Fee Analysis
July 19, 2011
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Perspectives on Intermediary Fund Sales by Distribution Channel and by Share Class
June 9, 2011
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SI Global Report: Building Bridges
May 24, 2011
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* Webcast and slides only available to Strategic Insight clients
U.S. ETF Trends
April 14, 2011
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Key National Broker Dealer Demand Trends to Watch in 2011
March 3, 2011
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Variable Annuity Living Benefits and Eligible Funds
January 6, 2011
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Planning for 2011: Fund Industry Forecast
December 16, 2010
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Planning for 2011: Equity Fund Outlook
December 14, 2010
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Planning for 2011: Bond Fund Outlook
December 8, 2010
Among the topics addressed in these webcasts are:
- What are the key themes that will drive fund sales in 2011?
- What types of products and investment strategies stand to benefit from this demand?
- How will these and other trends impact fund distribution through financial advisors?
- How is product innovation evolving and what is in the pipeline for 2011?
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Variable Annuity Living Benefits and Eligible Funds
Presented by Tamiko Toland
November 30, 2010
In our latest report from Annuity Insight, “Variable Annuity Living Benefits and Eligible Funds,” we break down details for each living benefit and the investment options that policyholders may use. Insurance companies increasingly use investment limitations to control risk management, making this an important piece of competitive intelligence for manufacturers and sub-advisors alike.
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Seven Secrets to Distribution
Presented by Daniel Enskat
November 2, 2010
Strategic Insight has just published "The Seven Secrets of Distribution", a 75-page in-depth study on global fund distribution. Highlighting survey results from over one thousand interviews with professional fund buyers worldwide over the course of two years, this report focuses on changes in the global fund industry post-financial crisis.
This webcast features a presentation from Daniel Enskat, the lead author of this study, as well as questions from the audience.
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[UPDATED PRESENTATION] Rule 12b-2: Transitional or Transformational
Presented by Avi Nachmany
October 29, 2010
Strategic Insight’s initial review of the SEC’s eagerly-awaited 277-page proposed amendment to Rule 12b-1 suggests thoughtfulness and sensitivity to many of the concerns raised by marketplace participants. This webcast explores the implications of Rule 12b-2 for the mutual fund industry.
Simfund: An Update on the Web Version in Development, Recent and Future Enhancements and a Review of SI's Flow Data Integrity Process
October 13, 2010
This webcast will covered such topics as:
- Demo and features of Simfund Global - Web
- Simfund Global - Desktop: new benchmarks, additional countries, additional currencies
- Simfund US: recent and 2011 planned enhancements
- A review of SI's flow data integrity process (why SI's share class level flows differ from other flow providers; for the past 12 months the cumulative difference by share class exceeded $200 billion)
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Key Trends Shaping National Broker Dealer Product Strategy
September 16, 2010
Product demand among investors and financial advisors within the National Broker Dealer marketplace continues to evolve post-crisis, with important differences in the types of products and strategies gaining traction within these distributors’ mutual fund wrap and commission-based platforms.
This webcast will covered such topics as:
- What investment styles and products are driving equity and bond fund sales within National BD mutual fund wrap and commission-based platforms?
- What are some of the key forces that will influence product demand moving forward within each of these respective platform structures?
- What insights have sales trends during the first half of 2010 offered regarding future equity fund demand within the National BD space?
Listen to entire presentation [wmv] | PowerPoint | PDF
U.S. Mutual Fund Product Innovation Trends
August 10, 2010
The Webcast covered such topics as:
- The key drivers overall of product development in the current environment
- The appeal post-crisis of “unconstrained” investment approaches, Global Tactical Asset Allocation, and selectively, Market-Neutral and other alternative strategies, as “traditional” asset allocation is reassessed
- How alternative approaches are playing out among exchange-traded products, including active ETFs
- Notable new products in the pipeline
Listen to entire presentation [wmv] | PowerPoint | PDF
U.S. Mutual Fund Results and Trends in H1 2010
July 7, 2010
A discussion of trends in the U.S. mutual fund industry during the first half of 2010, as well as a look ahead to H2
Listen to entire presentation [wmv] | PowerPoint | PDF
Using Simfund MF for Basic Subadvisory Analysis
April 7, 2010
Ever wanted to know which managers use subadvisors the most? Or which strategies have the most subadvised assets? In this brief overview in using Simfund MF for basic subadvisory analysis we go over some current subadvisory statistics, definitions of data items in Simfund MF, and how to conduct some subadvisory queries.
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Webcast - Five National Broker-Dealer Distribution Trends to Monitor in 2010
March 9, 2010
With a full year of national BD analysis now captured in this report series (reflecting over $200 billion in annual sales), please join us in a Webcast for a discussion of five key fund distribution trends to watch within the national broker-dealer space during 2010. Our webcast features a live presentation from Dennis Bowden, the lead author of this study, and questions from our audience.
Download the entire presentation here
Webcast - The Decade in Global Asset Management: $7.3
Trillion In Net Flows, Industry Metatrends and the
Road Ahead
January 25, 2010
The global mutual fund industry, in spite of a decade lined with scandals and crises, gathered a record $7.3 trillion in net flows. This webcast highlights the winners and losers, discusses metatrends for the coming years, provides results from Strategic Insight's recent research, and details our global expansion in 2010, with offices in London and Hong Kong.
Download the entire presentation here
Webcast - Are Short-Term Redemption Fees Still Needed?
January 22, 2010
This webcast features an overview of this study and a discussion of some of the key marketplace trends impacting the necessity and effectiveness of short-term redemption fees.
Download the entire presentation here
Webcast - Looking Ahead to 2010: Cautious Optimism, Persistent Bond Fund Demand, and Possible All-Time Record Net Inflows to Long-Term Mutual Funds
December 21, 2009
Strategic Insight has published our industry forecast report for 2010, “Looking Ahead to 2010: Cautious Optimism, Persistent Bond Fund Demand, and Possible All-Time Record Net Inflows to Long-Term Mutual Funds”. Listen to the webcast discussing the report and download the presentation here.
Download the entire presentation here
Webcast – National Broker Dealer Distribution Opportunities: Quarterly Competitive Intelligence and Analysis
Q2 2009 Report
August 27, 2009
Strategic Insight and Coates Analytics are collaborating on a new quarterly report series, “National Broker Dealer Distribution Opportunities: Quarterly Competitive Intelligence and Analysis”. This subscription-based series will encompass regular studies of 40+ pages that provide important competitive benchmarking, peer group analysis, and actionable information related to selling through National Broker Dealers.
Download the entire presentation here
Webcast – Mutual Fund and ETF Results and Trends in 1H 2009
August 20, 2009
We take a look at trends and results in the US mutual fund industry in the first half of 2009. Kurt Stam, Managing Director, will discuss the mutual fund market and Loren Fox, Senior Research Analyst, will provide an update on the ETF market.
Download the entire presentation here
Webcast - Simfund MF: The Business of Estimated Net New Flows
All Estimates Are Not Created Equal
June 30, 2009
Accurate and reliable mutual fund cash flow data has never been more important. The challenging state of the industry, heightened competition and increased regulatory attention makes the significance of accurate fund cash flow data greater than ever. This presentation discusses, in detail, Strategic Insight’s unique, proprietary, and unrivalled methodology for estimating fund cash flows.
Listen to the entire presentation and download the Powerpoint
Strategic Insight 2008 Fund Sales Survey: Perspectives on Intermediary Sales by Distribution Channel and by Share Class
June 4, 2009
Strategic Insight has just published a new study, “Strategic Insight 2008 Fund Sales Survey: Perspectives on Intermediary Sales by Distribution Channel and by Share Class”. The full study was provided to survey participants, and a summary of the key findings can be can be accessed by all SI Online subscribers in our recently published Executive Insights (http://www.sionline.com/research/subscriber_insights/642.pdf).
Listen to the entire presentation and download the Powerpoint
Simfund MF: Beyond Assets and Cash Flows
Using Simfund for Target-Date Fund Analysis
May 28, 2009
Target-Date funds have proven themselves to be extremely popular accumulation vehicles for retirement. Even in the midst of some of the worst quarters ever for mutual fund flows, target date flows remained sharply positive – passing their first “stress test” (with respect to redemptions) with flying colors. However, their popularity, status as a QDIA, and inevitable DoL, SEC and congressional scrutiny, make the need for effective Target-Date fund analysis more important than ever.
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Q1 2009 Results and New Research on Global Fund Distribution
May 15, 2009
Building on the foundation of research and analysis provided in our in-depth Global Fund Distribution report, we reveal fund flows by region, category, and top selling products for Q1 2009 and our new findings on global fund distribution from recent work with leading regional and global private banks, global fund selectors, wealth managers, and insurance groups in Europe and Asia.
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Q1 2009 VA and SALB Overview
May 14, 2009
This 30-minute presentation provides additional color and commentary to accompany our most recent quarterly report, Variable Annuity Quarterly Overview: Q1 2009. Tamiko Toland, editor of Annuity Insight, reviews the latest trends in VA assets, and both VA and SALB contracts and fields questions from participants.
Listen to the entire presentation and download the Powerpoint
Supporting Sales Using Simfund for Bond Fund Analysis
April 16, 2009
Record sales of taxable bond funds make the need for effective bond fund analysis and positioning more important than ever.
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ETFs: Growth, Innovation, Competition
Listen to a recording of Loren Fox, Senior Research Analyst, discussing Strategic Insight’s unprecedented ETF study including key findings about the fast-growing ETF sector. Strategic Insight’s 190-page report, "ETFs: Growth, Innovation, Competition" is on sale now .
Listen to the entire presentation and download the Powerpoint
Sharply Rising Expense Ratios: the Why, the Special Case of Expense Caps, and the Challenge of 15(c) Peer Group Selection Today
This year, mutual fund fee-related analysis and benchmarking, mandated under Rule 15(c) but also needed elsewhere (such as among funds with expense ratio caps), may require fund managers and trustees to go beyond traditional analytics using last year's fee data.
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Observations on Recent Mutual Fund Activity, and Looking Ahead
As this turbulent year comes to a close, please join senior research personnel from Strategic Insight as we put events of recent months in context and discuss some trends to watch in 2009.
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VIDEO BRIEFING: Views from the Top
Our first video briefing, following our global fund trend presentations at the Fund Forum USA last week, summarizes our discussions with international CEOs over the last month. "Views from the Top" outlines six key challenges - and potential opportunities - the global mutual fund industry is facing today.
Watch the video presentation
Global Fund Distribution:
Best Practices, Key Trends, and Opportunities to Grow Sales Worldwide
Despite the strong downturn and short-term challenges, the current financial crisis highlights the many inherent advantages of mutual funds - transparency, liquidity, diversification, and a simple back to basics story.
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Mutual Fund Industry Strategies for Uncertain Times
Events of the past weeks have manifestly shaken people's core confidence. Against that backdrop, our most recent Executive Insight report lays out a perspective developed from our more than 20 years of researching the industry, from conversations with clients in the US and overseas, and from data reflecting fund investors' recent actions. Besides placing recent mutual fund flows in historical context, we provide some actionable suggestions for navigating through the turmoil.
Listen to the entire presentation and download the Powerpoint
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