In-Depth Overviews
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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
February 2019 Sub-Advisory Mandate Change Report Mandate Change Report - December 2018
February 2019 Flow Watch Statistics January 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
February 2019 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q4
February 2019 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule Databook - 2018-Q4
February 2019 Sub-Advisory Market Share Databook Subadvisory Market Share Databook - 2018-Q4
February 2019 Sub-Advisory Performance Databook Subadvisory Performance by Mstar Databook - 2018-Q4
February 2019 Sub-Advisory Performance Databook Subadvisory Performance Databook - 2018-Q4
February 2019 529 Views 529 Views - Market Data on Gross Distributions
February 2019 529 Qualitive Quarterly 4Q 2018 529 Quarterly Update
February 2019 Global ETF FlowWatch Global ETF Flow Watch Report: December 2018
February 2019 529 Data Quarterly 4Q 2018 529 Quarterly Data Update
February 2019 529 Views 529 Views - 4Q 2018 529 and ABLE Market Sizing
January 2019 FlowWatch Simfund VA Flow Watch - December 2018
January 2019 529 Views 529 Views - 529 Rollover Market Data
January 2019 529 Views 529 Views - Savings Rates