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
August 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: June 2019
August 2019 Flow Watch Statistics	July 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
August 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - June 2019
August 2019 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2019-Q2
August 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q2
August 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2019-Q2
August 2019 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2019-Q2
August 2019 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2019-Q2
August 2019 529 Fee Analysis	2Q 2019 529 Fee Analysis
August 2019 529 Data Quarterly	2Q 2019 529 Quarterly Data Update
August 2019 529 Qualitive Quarterly	2Q 2019 529 Quarterly Update
July 2019 FlowWatch	Simfund VA Flow Watch June 2019
July 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - May 2019
July 2019 Flow Watch Statistics	June 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
July 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: May 2019

Research & Reports