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Assisting 200 mutual fund related organizations with competitive intelligence, trends, research reports and support.


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Our new address

805 Third Avenue

We have officially moved into our new headquarters in midtown Manhattan located at 805 Third Avenue (at 50th Street). This modern office accommodates our expanding staff and can also serve for any of our out-of-town clients visiting NYC and in need of analytical support or an office facility for a few hours.

Strategic Insight
805 Third Avenue
New York, NY 10022
(212) 944 - 4455

All phone numbers remain unchanged


For more than 20 years, Strategic Insight (SI) has anchored competitive research and business intelligence at the heart of the mutual fund industry, now nearly $30 trillion worldwide.

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Latest Reports and Resources



  Overview of Strategic Insight’s US Research Suite

Executive Insight prior reports
Are Short-Term Redemption Fees Still Needed?
 
Trend Analytics
Monthly FlowWatch Statistics
Quarterly Statistics
 
Monthly Highlights prior reports
Monthly Fund Industry Review: January 2010
 
New Fund Filings prior reports
Monthly New Fund Filings Review: January 2010
 
Overview Series prior reports
Mutual Fund Advisory Fee Contracts - Analysis of Structures and Schedules - Fiscal Year 2008

Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2008

Money Management Financial Comparisons 2008
 
Windows into the Mutual Fund Industry prior reports
Windows Into the Mutual Fund Industry February 2010
 
Global Research prior reports
An Inflection Point for the Global Mutual Fund Industry
 
Simfund ® Database Resources
Simfund: Mutual Fund Database
Simfund: Variable Annuities Database
 


 

Simfund® Release Info
MF Updates
January 2010 data is now available.
VA Updates
January 2010 data is now available.
GL Updates
December 2009 data is now available.
 
Simfund® MF Training Sessions

All sessions are listed in Eastern Standard Time (EST)

Simfund® Basics

Wed Mar 3rd at 3pm
Wed Mar 17th at 3pm
Wed Mar 31st at 3pm
Wed Apr 14th at 3pm
Wed Apr 28th at 3pm

Simfund® Intermediate

Wed Mar 10th at 3pm
Wed Mar 24th at 3pm
Wed Apr 7th at 3pm
Wed Apr 21st at 3pm

Learn more »
 
Simfund® VA Training Sessions

All sessions are listed in Eastern Standard Time (EST)

Simfund ® VA Basics

Thursday Feb 4, 2009 @ 3pm
Thursday Feb 18 , 2009 @ 3pm

Simfund ® VA Intermediate

Thursday Feb 11, 2009 @ 3pm
Thursday Feb 25, 2009 @ 3pm

Learn more »

 


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