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
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

Research & Reports