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
June 2019 Flow Watch Statistics	May 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
June 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - April 2019
June 2019 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 1Q 2019
June 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: April 2019
June 2019 Windows	Windows Into the Mutual Fund Industry May 2019
May 2019 FlowWatch	Simfund VA Flow Watch April 2019
May 2019 529 Qualitive Quarterly	1Q 2019 529 Quarterly Update
May 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q1
May 2019 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2019-Q1
May 2019 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2019-Q1
May 2019 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2019-Q1
May 2019 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2019-Q1
May 2019 Flow Watch Statistics	April 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
May 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - March 2019
May 2019 Global ETF FlowWatch	Global ETF Flow Watch Report: March 2019

Research & Reports