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Trend Analytics

Monthly FlowWatch Stats
Quarterly Statistics
 

 
 
 
Latest Quarter's Statistics


All reports are in PDF format [download Acrobat Reader]

Assets Summary
  Largest thirty managers in each distribution channel and their latest quarter-end assets by fund type. For the proprietary and insurance channels, we list all managers.
   
Cash Flow Summary
  Largest 30 managers in each distribution channel and both their latest quarter and year-to-date net new flows by fund type. For the proprietary and insurance channels, we list all managers. Data for open-end funds only.
   
Market Share
  Managers based on latest month assets for different fund types, distribution channels, etc.
   
Newly Launched Funds
  Assets and flows for all equity and bond portfolios launched in the past six months with latest month assets over $1 million.
   
Net Flows and Performance Attributes
  Assets, flows, and performance data for all equity and bond portfolios whose flows for the latest quarter exceeded $50 million.
   
Highest Cash Flows
  Long term funds with highest cash flows during the last quarter; organized by distribution channel and fund type.