In-Depth Overviews
Our entire library of monthly reports is available on this site for registered subscribers. To read them, you will need to download Acrobat Reader.

Below are our most recent commentaries. To find a past study, use the full list of reports by date, or reports by topic, or through full-text keyword search .


Most Recent Reports
April 2019 529 Views 529 Views - 529 and ABLE Industry Round-Up
April 2019 Flow Watch Statistics March 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
April 2019 Sub-Advisory Mandate Change Report Mandate Change Report - February 2019
April 2019 529 Views 529 Views - Target Date Product Developments
April 2019 Global ETF FlowWatch Global ETF Flow Watch Report: February 2018
April 2019 529 Views 529 Views - SECURE Act
March 2019 FlowWatch Simfund VA Flow Watch February 2019
March 2019 529 Views 529 Views - CSF Conference 2019: Top 5 Key Takeaways
March 2019 529 Views 529 Views - Top 10 Product Development Themes from the Alabama RFP
March 2019 Flow Watch Statistics February 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
March 2019 Sub-Advisory Mandate Change Report Mandate Change Report - January 2019
March 2019 529 Views 529 Views - 529 Gross Contributions, Gross Distributions, and Net Sales, 2017 and 2018
March 2019 Global ETF FlowWatch Global ETF Flow Watch Report: January 2019
March 2019 Sub-Advisory Quarterly Highlights Subadvisory Quarterly Overview, 4Q 2018
March 2019 529 Views 529 Views - Historical 1-Year 529 Account Growth