Sub-Advisory Solutions

The most comprehensive suite of sub-advisory data, research, and analysis.


Download Factsheet

Austin Ulep

Matt Cressy

Simfund Sub-Advisory Module (desktop application)

Comprehensive database and analytic solution

Powered by the familiar and trusted Simfund tool, the Simfund Sub-Advisory Module provides users with a comprehensive, integrated database of the sub-advised mutual fund and variable product universe.

Monthly Mandate Change Report

Up-to-date review of latest mandate changes

The change report provides a monthly review of all mutual fund and variable product mandate change activity, including mandate winners, losers, and asset movements. As part of this service, the mandate change report also includes an optional daily e-mail alert of sub-advisor changes filed with the SEC, keeping you on top of the latest market happenings.

Quarterly Sub-Advisory Insight Report

Analysis and commentary on the sub-advisory marketplace

The Quarterly Sub-Advisory Insight Report presents timely perspectives and analyses of key aspects of the sub-advisory marketplace. The articles cover trends and the latest developments in the industry.

Quarterly Data Book Series

Comprehensive industry data in an easy-to-use data book

The Quarterly Data Book Series is comprised of three distinct books, each offering a unique view of the sub-advisory market. The three books cover Market Share, Performance, and Breakpoint Fee Schedules.