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Intermediary Distribution

SI's Intermediary Distribution Practice provides unique research and insights into the intermediary-sold fund distribution marketplace, based on a variety of sources – including our proprietary Simfund Pro, 7.0 database and SI surveys of asset managers. This research covers market sizing of distribution channels, growth trends within the intermediary-sold space, investor demand trends across channels, share class pricing nuances, and more.

The content underlying the research practice is detailed below:

Quarterly U.S. Intermediary-Sold Fund Distribution Review

This quarterly report series provides highlights of mutual fund and ETF distribution trends by channel - including channel sizing and growth for both funds and ETFs, as well as demand trends across channels. It is based on the intermediary-sold fund distribution data transparency contained in Simfund Pro, 7.0. This data encompasses asset and net flow information (updated monthly) for roughly $7.5 trillion of open-end stock and bond mutual fund and ETF assets across nearly 800 distributors and nine distribution channels.

02/23/2017 U.S. Intermediary-Sold Fund Distribution Review 2016
11/17/2016 U.S. Intermediary-Sold Fund Distribution Review Q3'2016
08/18/2016 U.S. Intermediary-Sold Fund Distribution Review Q2'2016
05/16/2016 U.S. Intermediary-Sold Fund Distribution Review Q1'2016
02/08/2016 U.S. Intermediary-Sold Fund Distribution Review 2015
11/12/2015 U.S. Intermediary-Sold Fund Distribution Review Q3'2015
8/6/2015 U.S. Intermediary-Sold Fund Distribution Review Q2'2015
5/15/2015 U.S. Intermediary-Sold Fund Distribution Review Q1'2015
2/17/2015 U.S. Intermediary-Sold Fund Distribution Review 2014
11/07/2014 U.S. Intermediary-Sold Fund Distribution Review Q3'2014
8/11/2014 U.S. Intermediary-Sold Fund Distribution Review Q2'2014
5/9/2014 U.S. Intermediary-Sold Fund Distribution Review Q1'2014
2/13/2014 U.S. Intermediary-Sold Fund Distribution Review 2013
11/19/2013 U.S. Intermediary-Sold Fund Distribution Review Q3'2013
8/1/2013 U.S. Intermediary-Sold Fund Distribution Review Q2'2013
5/15/2013 U.S. Intermediary-Sold Fund Distribution Review Q1' 2013
2/15/2013 U.S. Intermediary-Sold Fund Distribution Review 2012