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
August 2018 529 Views 529 Views - Number of New Accounts
August 2018 Sub-Advisory Mandate Change Report Mandate Change Report - June 2018
August 2018 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q2
August 2018 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule Databook - 2018-Q2
August 2018 Sub-Advisory Market Share Databook Subadvisory Market Share Databook - 2018-Q2
August 2018 Sub-Advisory Performance Databook Subadvisory Performance by Mstar Databook - 2011-Q2
August 2018 Sub-Advisory Performance Databook Subadvisory Performance Databook - 2018-Q2
August 2018 Flow Watch Statistics July 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
August 2018 529 Qualitive Quarterly 2Q 2018 529 Quarterly Update
August 2018 529 Views 529 Views - Historical 2Q Gross Sales and Distributions
August 2018 ETF FlowWatch Global ETF FlowWatch - June 2018
August 2018 529 Data Quarterly 2Q 2018 529 Quarterly Data Update
August 2018 529 Views 529 Views - Cost of Single- vs. Multi-Managed Plans
July 2018 FlowWatch June 2018 - Simfund VA Fund Flow Watch
July 2018 529 Views 529 Views - Industry Round-Up