Subadvisory Quarterly

The Strategic Insight Subadvisory reports series provides a quarterly dive into the subadvisory landscape including research coverage of the most important trends and developments in the market. This insight strives to help subadvisers and sponsors to identify opportunities and best practices, while a data section provides a convenient reference for keeping firms abreast of changes in the industry by delivering quantitative updates and commentary on mandate changes, asset growth and new product launches.

This in-depth qualitative analysis is dedicated to subadvisory market activity in both the mutual fund and VA marketplaces, and is based on the comprehensive Simfund Subadvisory database. This database tracks activity at the sponsor, subadviser, product and mandate levels.

Preview Report

A subscription to the SI Research: Subadvisory report series is $7,500. We are currently offering a complimentary copy of the 1Q 2016 report for a limited time. Click here to download yours now.

The team at SI held a report overview webcast on Monday, August 29, 2016. Click here to view the presentation slides.

KEY THEMES

  • Multi-manager and multi-asset product growth
  • Top performance as a critical determining factor in flows in advisory channels
  • Asset managers providing intellectual capital outside of packaged products

About the Author

Jeff Strange serves as Managing Director of U.S. Research at Strategic Insight, where he covers asset management and distribution trends. In his role, he helps to lead SI’s research and advisory services focused on the U.S. fund industry, with a specialized coverage of the subadvisory marketplace. Jeff earned a BA from Georgetown University and is a CAIA charterholder.

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