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Archive of Executive Insights
Exclusive to registered users on Sionline, our Weekly Insights provide timely and informative commentaries from Strategic Insight's research team.
All reports are in PDF format
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2/14/2019
US Intermediary-Sold Distribution Review 2018
11/15/2018
US Intermediary-Sold Distribution Review Q3'2018
8/15/2018
US Intermediary-Sold Distribution Review Q2'2018
7/19/2018
Money Management Financial Comparisons 2017
5/18/2018
US Intermediary-Sold Distribution Review Q1'2018
2/22/2018
US Intermediary-Sold Distribution Review 2017
11/14/2017
US Intermediary-Sold Distribution Review Q3'2017
10/30/2017
Product Strategy at an Inflection Point: Assessing New Fund Development and Rationalization Trends
8/21/2017
US Intermediary-Sold Distribution Review Q2'2017
6/12/2017
Money Management Financial Comparisons 2016
5/16/2017
US Intermediary-Sold Distribution Review Q1'2017
2/23/2017
U.S. Intermediary-Sold Fund Distribution Review 2016
12/1/2016
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2015
12/1/2016
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2015
11/17/2016
U.S. Intermediary-Sold Fund Distribution Review Q3'2016
10/4/2016
Morningstar's New Performance Ranking Methodology: Implications and Considerations
8/18/2016
U.S. Intermediary-Sold Fund Distribution Review Q2'2016
6/8/2016
Money Management Financial Comparisons 2015
5/17/2016
U.S. Intermediary-Sold Fund Distribution Review Q1'2016
4/20/2016
Evolving Active/Passive Considerations and Perspectives around Advisor Demand "Elasticity"
3/24/2016
Trends and Innovation in Multi-Strategy Alternative Funds
2/8/2016
U.S. Intermediary-Sold Fund Distribution Review 2015
12/17/2015
Perspectives on Bond Fund and High Yield Outflow Pressures Across Distribution Channels
11/18/2015
Product Watch - November 2015
11/12/2015
U.S. Intermediary-Sold Fund Distribution Review Q3'2015
9/17/2015
Assessing the Growth of Fundamental Index ETFs
8/6/2015
U.S. Intermediary-Sold Fund Distribution Review Q2'2015
7/21/2015
Newly Launched Funds: Advisor Acceptance and Pace of Adoption Across Distribution Channels
7/9/2015
Product Watch - July 2015
5/27/2015
Money Management Financial Comparisons 2014
5/12/2015
U.S. Intermediary-Sold Fund Distribution Review Q1'2015
3/31/2015
Product Watch - March 2015
3/25/2015
Mutual Funds and Systemic Risk - The Reassuring Lessons from Past Periods of Market Volatility
2/17/2015
U.S. Intermediary-Sold Fund Distribution Review 2014
11/7/2014
U.S. Intermediary-Sold Fund Distribution Review Q3'2014
9/9/2014
Assessing ETFs' Expanding Footprint Within the Intermediary-Sold Marketplace
8/11/2014
U.S. Intermediary-Sold Fund Distribution Review Q2'2014
7/16/2014
Mutual Fund Innovation Watch: July 2014
6/18/2014
Money Management Financial Comparisons 2013
5/9/2014
U.S. Intermediary-Sold Fund Distribution Review Q1'2014
3/4/2014
Distribution of Liquid Alternative Mutual Funds - Assessing Advisors' Growing Demand Across Channels
2/13/2014
U.S. Intermediary-Sold Fund Distribution Review 2013
12/11/2013
Mutual Fund Innovation Watch: December 2013
11/19/2013
U.S. Intermediary-Sold Fund Distribution Review Q3'2013
11/13/2013
Mutual Funds and Systemic Risk: The Reassuring Lessons from Past Periods of High Financial Markets Volatility
8/27/2013
Looking Ahead: Lessons from Taxable Bond Funds' June Redemption Activity Across Distribution Channels
8/1/2013
U.S. Intermediary-Sold Fund Distribution Review Q2'2013
6/19/2013
Money Management Financial Comparisons 2012
6/3/2013
Mutual Fund Innovation Watch: June 2013
5/30/2013
Analyzing the Cost and Performance Attributes of Top-Selling Funds across Distribution Channels
5/15/2013
U.S. Intermediary-Sold Fund Distribution Review Q1' 2013
2/28/2013
ETF Trends by Channel & Investor Type - 2012
2/15/2013
U.S. Intermediary-Sold Fund Distribution Review 2012
1/14/2013
The U.S. Mutual Fund Marketplace: Evolution, Distribution Structure, Fees, and Financial Advisor Compensation Trends
12/21/2012
Mutual Fund InnovationWatch: December 2012
12/3/2012
US Market Entry & Expansion Considerations
6/28/2012
Money Management Financial Comparisons 2011
6/12/2012
Mutual Fund InnovationWatch: June 2012
6/11/2012
ETF Vision: First Quarter 2012 Edition
12/22/2011
Mutual Fund InnovationWatch: December 2011
12/2/2011
DC Market Review: Segmentation and Plan Sponsor Relationships
11/28/2011
Product Innovation in ETFs
8/10/2011
Perspectives on Redemption Patterns Across Intermediary-Sold Distribution Platforms
6/22/2011
Money Management Financial Comparisons 2010
6/1/2011
Quo Vadis UCITS? The 25th Anniversary of an Increasingly Global Brand
2/2/2011
Forces Shaping the Mutual Fund Industry in 2011 and Beyond
10/5/2010
Benchmarking the Management Fees of Sub-Advised Funds
8/9/2010
Financial Advisors In Transition: Establishing Relationships with High-Producing Advisors
1/13/2010
Are Short-Term Redemption Fees Still Needed?
12/15/2009
Looking Ahead to 2010: Cautious Optimism, Persistent Bond Fund Demand, and Possible All-Time Record Net Inflows to Long-Term Mutual Funds
11/6/2009
Perspectives on Taxable Bond Fund Redemption Patterns
5/4/2009
Perspectives on Intermediary Sales: Trends in Fund Sales by Distribution Channel and Share Class
3/30/2009
Emerging Considerations in Fee-Related Analysis and Advisory Contract Renewal 15(c) Discussions in 2009
12/23/2008
Recent Mutual Fund Activity and Looking Ahead
10/10/2008
Mutual Fund Industry Strategies for Uncertain Times
5/13/2008
Evolution of Value-Added Programs Delivered Via Wholesalers
4/17/2008
Fund Managers Focusing on Intermediary Sales: Trends in the Use of Share Class Pricing and Distribution Channels
2/12/2008
Benchmarking the Management Fees of Sub-Advised Funds
1/21/2008
A Perspective on Stock Mutual Fund Redemption Patterns
10/30/2006
Retirement Investments in Mutual Funds: An Update
2/10/2006
A Status Report on the Use of Performance-Based Fees in Mutual Funds
2/2/2006
New Advisory Contract Approval Disclosure Rules Reveal Boards’ Methodical Approaches
1/27/2006
Variable Annuity Underlying Funds: A Comparative Analysis of Advisory and Sub-Advisory Fees
1/20/2006
Usage of Contractual Advisory Fee Breakpoints Among Open-End Mutual Funds
11/29/2005
Identifying and Benefiting from New Asset Management Business Opportunities Around the World
9/20/2005
Retirement Investments in Mutual Funds - 2004 Update
7/27/2005
Looking Back, Looking Forward: Forces Shaping the U.S. Asset Management Industry, 7/05
5/26/2005
The Use of 12b-1 Fees Among Funds “Closed” to New Investors
2/14/2005
Retooling of Level-Load Funds by Fund Managers and Fund Distributors
2/13/2005
The Dramatic Acceleration in Demand for Asset Allocation Programs: More to Come
12/21/2004
Observations and Reflections on Market Timing and Redemption Fees
12/20/2004
The State of the Mutual Fund Industry: Selected Themes
12/14/2004
Some Observations on Hedge Funds
10/12/2004
Keeping Pace: Trends in the Variable Annuity Marketplace
10/1/2004
Floating Rate Mutual Funds - Evolution and Expanding Use
8/6/2004
Retirement Investments Continue to Expand and Further Stabilize the Mutual Fund Industry
7/29/2004
Determinants of Mutual Fund Purchasing and Redemption Actions
6/11/2004
Developing Sub-Advisory Relationships
4/30/2004
Growing Investor Interest in Treasury Inflation-Protected Bond Funds
2/12/2004
Delivering Alternative Strategies Through Mutual Funds
7/1/2003
Money Market Funds and the Latest Federal Reserve Interest Rate Cut
6/19/2003
Money Management Financial Comparisons 2002 - A Summary
6/9/2003
Growth of Retirement Share Classes
2/6/2003
The Accelerating Interest in Closed-End Funds May Last
9/3/2002
Principal Guarantee Funds
8/15/2002
Stable Value Mutual Funds: An Emerging “Safe Harbor”
7/18/2002
Equity Fund Historical Retention Patterns Reassuring, Not Alarming
7/3/2002
July 3rd Reflections
6/3/2002
Reflecting on the Future of Our Industry
2/22/2002
Tax-Managed Fund Developments in 2001
2/15/2002
Capital Gains Distributions by Open-End Funds in 2001
1/17/2002
Exchange Traded Funds: 2001 Update
12/14/2001
Section 529 College Savings Plans: Regulatory Changes Spur Growth
12/7/2001
Variations of Level Load Pricing Facilitate Faster Transition to Asset-Based Relationships
12/4/2001
Newest Funds’ Registrations Reflect Current Investment Trends
11/16/2001
Growth of Donor-Advised Funds
11/12/2001
Introducing Strategic Insight GLOBAL
10/30/2001
Continued Increase in Household Ownership of Mutual Funds
10/15/2001
Innovations Target Rollover Assets by Limiting Qualified Account Taxations upon Shareholder Death
10/5/2001
The DC Business: Recent Participant Behavior, and Strategy Implications
9/17/2001
What Will Investors in Equity Mutual Funds Do Now?
9/4/2001
Expanding Managed Account Programs
8/17/2001
Expanding IBD Distribution of Funds, VA's, and Managed Assets
8/10/2001
The Increasing Focus on Market Timing Activity (And Preventive Measures)
8/6/2001
VA Fund Substitutions, Additions Reveal Current Needs in the Industry
7/20/2001
Looking Back at the First Half: High Anxiety, Steady Sailing
7/9/2001
Exchange-Traded Funds Expand Abroad
6/15/2001
Could Bond Fund Sales Revive in the Coming Year?
6/8/2001
Key Forces Shaping the Rapid Expansion of Investment Options Within Variable Annuity Platforms Open
6/4/2001
Asset Management Firms Intensify Efforts to Build Global Businesses
5/24/2001
Fund Flows Revived in April
5/11/2001
Increasing Retirement Savings: Beyond Portman-Cardin
4/24/2001
March Redemption Activity In-Line with Prior Periods of Withdrawal
4/9/2001
New VA Developments Impacting Defined Contribution Programs
3/26/2001
Despite Collapsing Stock Prices, U.S. Equity Funds Continued to Attract Inflows
3/13/2001
Understanding Fees Charged on Underlying Funds for Variable Annuities
2/16/2001
VA Insurers Explore Feature Upgrades to Encourage Customer Retention
2/8/2001
Evolving Online and Traditional Wrap Programs
1/25/2001
Exchange-Traded Funds: Fourth Quarter Update
1/17/2001
New Developments in Variable Annuity Asset Allocation Programs
1/5/2001
Section 529 Plans – Helping To Fund College Savings
12/28/2000
International Investing: Ready for Surge of Renewed Interest?
12/12/2000
Performance-Related Sub-Advisory Fees in Variable Annuity Underlying Funds
12/4/2000
New from Strategic Insight's FundFiling.com
11/28/2000
Many Management Companies Continue to Participate in Industry's Expansion
11/20/2000
Strategies to Capture IRA Rollovers
11/13/2000
401(k) Transfer Activity Remains Low Through Rough Markets
11/6/2000
Managing Sector Fund Opportunities and Risks
10/30/2000
Variable Annuity Death Benefit Handles Tax Consequences
10/23/2000
Undiscovered Funds: Diversity and Potential
10/17/2000
Socially Responsible Investing
10/10/2000
Sales and Redemption Trends: Planning for 2001
10/3/2000
Exchange-Traded Funds: Third Quarter Update
9/25/2000
Individual Investors through Retirement and Non-Retirement Programs Contribute 80% of Fund Flows
9/18/2000
Tech Fund Dependence Wanes After Summer’s NASDAQ Bear Market
9/11/2000
A Continuing VA Trend: Products Targeted to Fee-Based Programs, Planners
9/5/2000
Increase in Household Ownership of Mutual Funds Suggests Areas for Future Growth
8/28/2000
New Fund Launches Remain Strong and Continue to be a Source of Opportunity
8/22/2000
The Internet and Mutual Funds - Half-Full or Half-Empty?
8/16/2000
Internet Folios: Threat to Funds or Just Another Brokerage Commodity?
8/8/2000
Managing Expectations the #1 Issue for Mutual Fund Companies
8/1/2000
The Growing Contribution of Independent Broker-Dealers to Mutual Fund and Variable Annuity Sales
7/24/2000
Schwab Results Exemplify the Intensifying Focus on Stocks and Actively-Managed Funds
7/17/2000
International Equity Fund Demand Accelerates in the First Half of 2000
7/10/2000
ETFs Attract Over $17 Billion in Cash Inflows During First Half
7/5/2000
An Increased Focus on Customer Retention and Relationship Management
6/26/2000
Reflections on Jack Bogle’s Article “Mutual Funds Have Lost Their Way”
6/19/2000
Increasing Use of Mutual Funds in DC Plans
6/12/2000
The Folly of Average Equity Redemption Rates
6/5/2000
Market Neutral Funds: Promise and Reality
5/30/2000
Experiments with Hedge Fund-Like Performance Fees
5/22/2000
Common Themes Among Newly Registered VA Contracts
5/15/2000
Future Growth through Global Ventures
5/8/2000
Widening Divergence Between Growth and Value
5/1/2000
New Fund Flows Accelerate During March
4/24/2000
More Internet Funds, as Sector Corrects
4/17/2000
Preliminary 1999 Money Manager Financial Results
4/10/2000
Concentrated Funds Increase in Popularity
4/4/2000
Preparing for Managed Account Participation
3/27/2000
Rapid Growth of Exchange Traded Programs
3/20/2000
Biotech Ups and Downs
3/13/2000
Distribution and Advisory Partnering and Co-Branding
3/6/2000
Accommodating Web-Empowerment through Marketplaces
2/28/2000
Technology Takes Center Stage
2/22/2000
Opportunities in a Mature Industry
2/14/2000
Stable Shareholder Behavior at Peak of Equity Ownership
2/7/2000
Importance of Retirement Savings Reinforced by Fed Survey
1/31/2000
Sweep Accounts Help Banks Widen Money Fund Use
1/24/2000
Capital Gains in 1999 and Tax-Managed Funds
1/17/2000
More Work To Do To Help Americans Invest
1/10/2000
Growing Fund Businesses Overseas
1/3/2000
Reflecting on History at the Start of a New Year