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 2019 Flow Watch Statistics	November 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
December 2019 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 3Q 2019
November 2019 FlowWatch	Simfund VA Flow Watch October 2019
November 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q3
November 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2019-Q3
November 2019 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2019-Q3
November 2019 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2019-Q3
November 2019 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2019-Q3
November 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - September 2019
November 2019 Flow Watch Statistics	October 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
November 2019 529 Fee Analysis	3Q 2019 529 Fee Analysis
November 2019 529 Data Quarterly	3Q 2019 529 Quarterly Data Update
November 2019 529 Qualitive Quarterly	3Q 2019 529 Quarterly Update
October 2019 FlowWatch	Simfund VA Flow Watch September 2019
October 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - August 2019

Research & Reports