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 2018 Agenda

Monthly Reports

  • Monthly Highlights: December 2018
  • New Fund Filings Review: November 2018
  • Quarterly Reports

  • Windows Into the Mutual Fund Industry November 2018
  • US Intermediary-Sold Distribution Review Q3'2017
  • ETF FlowWatch - November 2018
  • 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 Dec 2018 Download
    Simfund TD Desktop Nov 2018 Download
    Simfund VA Desktop Nov 2018 Download
    Simfund GL Desktop Nov 2018 Download
    Simfund SV Desktop Nov 2018 Download