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Trend Analytics

Monthly FlowWatch Stats
Quarterly Statistics
 

 
 
 
Latest Month's Flow Watch Statistics


Strategic Insight has redesigned its Flow Watch series to include, from the October 2007 issue onwards, the following three sections:

  • An Overall Industry section: “Highlights of Industry Statistics”
  • A section devoted to Intermediary-Sold Funds (this section aggregates non-proprietary third-party sold funds; proprietary funds from broker/dealers, banks, or insurance companies; and institutional and retirement share classes)
  • A section devoted to Directly-Sold No-Load Retail Funds (while recognizing that such funds are at times also used by RIAs or offered through intermediaries and retirement plans)
March 2008 Flow Watch Statistics

 

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