STRATEGIC INSIGHT Mutual Fund Research and Consulting

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
December 2018 529 Views	529 Views - Market Sizing RIA Plans and Shareclasses
December 2018 ETF FlowWatch	Global ETF Flow Watch Report: October 2018
December 2018 529 Views	529 Views - Washington State Market Sizing Inquiry
November 2018 FlowWatch	Simfund VA Flow Watch - October 2018
November 2018 Windows	Windows Into the Mutual Fund Industry November 2018
November 2018 529 Views	529 Views - Investment Option Level Analysis
November 2018 529 Views	529 Views - 529 and ABLE Industry Round-Up
November 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - September 2018
November 2018 529 Qualitive Quarterly	3Q 2018 529 Quarterly Update
November 2018 Flow Watch Statistics	October 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
November 2018 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2018-Q3
November 2018 529 Data Quarterly	3Q 2018 529 Quarterly Data Update
November 2018 529 Views	529 Views - 529 Advisor Channel Investment Line-Ups
November 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q3
November 2018 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2018-Q3

Research & Reports