In-Depth Overviews
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Below are our most recent commentaries. To find a past study, use the full list of reports by date, or reports by topic, or through full-text keyword search .


Most Recent Reports
July 2020 FlowWatch Simfund VA Flow Watch June 2020
July 2020 Sub-Advisory Mandate Change Report Mandate Change Report - May 2020
June 2020 FlowWatch Simfund VA Flow Watch May 2020
June 2020 Sub-Advisory Quarterly Highlights Subadvisory Quarterly Overview, 1Q 2020
June 2020 Sub-Advisory Mandate Change Report Mandate Change Report - April 2020
June 2020 Windows Windows into Asset Management June 2020
May 2020 FlowWatch Simfund VA Flow Watch April 2020
May 2020 529 Fee Analysis 1Q 2020 529 Fee Analysis
May 2020 529 Data Quarterly 1Q 2020 529 Quarterly Data Update
May 2020 529 Qualitive Quarterly 1Q 2020 529 Quarterly Update
May 2020 Sub-Advisory Mandate Change Report Mandate Change Report - March 2020
May 2020 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2020-Q1
May 2020 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule Databook - 2020-Q1
May 2020 Sub-Advisory Market Share Databook Subadvisory Market Share Databook - 2020-Q1
May 2020 Sub-Advisory Performance Databook Subadvisory Performance by Mstar Databook - 2020-Q1