"Simfund Acquired by Institutional Shareholder Services, Inc." Learn More About ISS >>

Latest Research

Core U.S. Fund Research Subscription

This subscription includes access to more than 50 studies published each year. In addition, subscribers are offered presentations, Webcasts and ad-hoc advisory. Register | View 2019 Agenda

Monthly Reports

  • Monthly Highlights: January 2020
  • New Fund Filings Review: December 2019
  • Quarterly Reports

  • Windows into the Mutual Fund Industry November 2019
  • US Intermediary-Sold Distribution Review Q3'2017
  • ETF FlowWatch - December 2019
  • Periodic or Annual Studies

  • Product Strategy at an Inflection Point: Assessing New Fund Development and Rationalization Trends
  • Additional Research Resources

    Latest Webcasts: Planning for 2018: Key Forces Shaping Fund Industry

    Expanded Research Subscriptions

    Strategic Insight offers a number of practice areas with in-depth and dedicated research, available through additional subscriptions.

    Sub-Advisory Research

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

    Simfund Resources
    • Downloads
    Simfund MF Desktop Jan 2020 Download
    Simfund TD Desktop Dec 2019 Download
    Simfund VA Desktop Dec 2019 Download
    Simfund GL Desktop Dec 2019 Download
    Simfund SV Desktop Dec 2019 Download