Strategic Insight Published US Research 2016 Calendar

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Title Medium Frequency Description
Industry Trends
Windows into the Mutual Fund Industry Report Quarterly A periodic online and print newsletter, based on the firmís databased research, covering areas of the US and global mutual fund industry.
Mutual Fund FlowWatch   Report Monthly In-depth rankings and analysis of the mutual fund industry’s competitive landscape.
Monthly Highlights   Report Monthly A snapshot of fund industry results and developments, using the latest available data from Strategic Insight.
Industry Trends Webcast   Webcast Semi-annual Planning for 2015 and other timely topics.
Product Management / Development
ProductWatch Report Quarterly Analysis of traditional, alternative and exchange-traded product development.
Traditional Mutual Funds
New Fund Filings Review Report Monthly Analysis of funds recently registered and key themes in product development.
Product Insights Report Periodic Timely and informative commentaries on key issues within product innovation.
Product Webcasts Webcast Semi-annual  
Alternatives
Alternatives Quarterly Update Report Quarterly Highlights of the latest developments in the liquid alternatives marketplace
Alternatives Insights Report Periodic Timely and informative commentaries on key issues within liquid alternatives.
Alternatives Webcast Webcast Semi-annual  
ETFs
ETF FlowWatch   Report Monthly In-depth rankings and analysis of the exchange-traded fund competitive landscape.
ETF Insights Report Report Timely and informative commentaries on key issues within the exchange-traded product competitive landscape.
ETF Webcast Webcast Annual  
Intermediary Distribution
U.S. Intermediary-Sold Fund Distribution Review   Report Quarterly Highlights of mutual fund and ETF distribution trends by channel - including channel sizing and growth for funds and ETFs, as well as demand trends across channels.
Costs of External Distribution Survey   Report Annual Examination of the costs of fund distribution from the perspective of the financial arrangements between fund managers and their third-party distribution partners (including benchmarking of sub- TA fees, revenue sharing payments, and other costs).
Fund Sales Survey   Report Annual Benchmarking fund sales trends by both distribution channel and by share class pricing structure.
Distribution Insights Report Periodic Timely and informative commentaries on key issues within the intermediary-sold fund distribution marketplace.
Intermediary Distribution Trends   Webcast Periodic  
Defined Contribution
DC FlowWatch Report Semi-annual Analysis of defined contirbution mutual fund net flows and assets by broad fund characteristics.
DC Retirement Insights Report Periodic Timely and informative commentaries on key issues within defined contribution and DC-investment only.
CIT Highlights Report Semi-annual Analysis of collective investment trust competitive landscape, including competitive rankings and trend analysis.
Global Retirement Research Report Semi-annual Global defined contribution perspectives from across the Asset International brands.
Lifecycle Insights Report Quarterly Quarterly update on target date and target risk market metrics, strategy changes and product development.
Lifecycle FlowWatch Report Quarterly Detailed breakdowns of target date and target risk assets and flows for the most recent quarter-end.
DC Webcast Webcast Semi-annual  
Sub-Advisory
Sub-advised Quarterly Highlights Report Quarterly Analysis of sub-advisory competitive landscape, including competitive rankings and trend analysis.
Sub-advisory Webcast Webcast Annual  
Fund Fee Benchmarking
Contractual Management Fee Breakpoint Schedule Comparison   Report Annual Contractual management fee breakpoint schedule summary statistics for actively managed open-end mutual funds aggregated into 62 Morningstar Categories.
Mutual Fund Industry Fee and Expense Benchmarks   Report Annual Fee and expense benchmarks for actively managed open-end mutual funds aggregated into 64 Morningstar Categories or Strategic Insight Objectives.
Money Management Financial Comparisons   Report Annual A summary of the financial results of 20 money managers with publicly-held equity.