Executive Insights

Sionline's Executive Insights provide timely and informative commentaries on topics critical to the fund business. Written by Strategic Insight's research team, they draw from our published reports, client work, and observations of recent trends and news in the industry.

Subscribers can select from the latest Insights below or from the list of all Executive Insights.


US Intermediary-Sold Distribution Review Q3'2017      11/14/2017
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during Q3’2017. It based on the intermediary-sold fund distribution data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for over $11 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Product Strategy at an Inflection Point: Assessing New Fund Development and Rationalization Trends       10/30/2017
  This report focuses on key considerations impacting product strategy today and ahead. It includes analysis of the evolving dynamics within new product development (including the acceptance of new funds within the intermediary-sold space), as well as emerging product rationalization trends. It also offers important considerations for fund managers in shaping future product strategy and marketplace engagement.
   
US Intermediary-Sold Distribution Review Q2'2017      8/21/2017
  This ongoing report series from Strategic Insight provides highlights of mutual fund and exchange-traded fund (ETF) distribution trends by channel, based on the intermediary-sold data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for $11.0 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Money Management Financial Comparisons 2016      6/12/2017
  This report, published annually since 1988, provides a summary of the financial results of 20 money managers with publicly held equity.
   
US Intermediary-Sold Distribution Review Q1'2017      5/16/2017
  This ongoing report series from Strategic Insight provides highlights of mutual fund and exchange-traded fund (ETF) distribution trends by channel, based on the intermediary-sold data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for $10.5 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
U.S. Intermediary-Sold Fund Distribution Review 2016       2/23/2017
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during 2016. It based on the intermediary-sold fund distribution data transparency contained in Simfund. This data encompasses asset and net flow information (updated monthly) for roughly $9.8 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2015      12/1/2016
  This report provides fee and expense benchmarks for actively managed open-end mutual funds aggregated into 64 Morningstar Categories or Strategic Insight Objectives.
   
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2015      12/1/2016
 
   
U.S. Intermediary-Sold Fund Distribution Review Q3'2016       11/17/2016
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during Q3'2016. It 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 $9.5 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Morningstar's New Performance Ranking Methodology: Implications and Considerations       10/4/2016
  Morningstar recently announced a new ranking methodology, in which ETFs will be added to mutual funds to create one peer group for performance rating within each of their categories. We suggest this important change carries significant implications for fund managers, fund trustees, fund distributors and selectors, and for the industry as a whole.
   
U.S. Intermediary-Sold Fund Distribution Review Q2'2016      8/18/2016
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during Q2'2016. It 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 $9 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Money Management Financial Comparisons 2015      6/8/2016
  This report, published annually since 1988, provides a summary of the financial results of 21 money managers with publicly held equity.
   
U.S. Intermediary-Sold Fund Distribution Review Q1'2016      5/17/2016
  This report examines distribution channel size and growth, as well as investor demand trends within both mutual funds and ETFs during Q1'2016. It 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 $9 trillion of open-end stock and bond mutual fund and ETF assets across over 900 distributors and nine distribution channels.
   
Evolving Active/Passive Considerations and Perspectives around Advisor Demand "Elasticity"       4/20/2016
  This report analyzes key drivers of current and future advisor demand for active and passive strategies, as well as evolving marketplace considerations for active fund managers today and moving forward.
   
Trends and Innovation in Multi-Strategy Alternative Funds      3/24/2016
  This report will focus on the rising prominence of multi-strategy alternative (MSA) funds, products which incorporate several non-traditional investment styles within one portfolio. Product innovation in MSA funds has been highly active recently, with many new funds coming to market and new managers entering the space. This report will take a closer look at the growth of MSA funds and will examine trends in product development, investor demand, and advisory structure.