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
October 2018 529 Fee Analysis	3Q 2018 529 Fee Analysis
October 2018 529 Views	529 Views - Gifting
October 2018 ETF FlowWatch	Global ETF FlowWatch - August 2018
October 2018 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 2Q 2018 - Webinar
October 2018 529 Views	529 Views - 529 Industry Round-Up
September 2018 FlowWatch	Simfund VA Flow Watch - August 2018
September 2018 Sub-Advisory Quarterly Highlights	Subadvisory Quarterly Overview, 2Q 2018
September 2018 529 Views	529 Views - Minimum Contribution Size
September 2018 529 Views	529 Views - Average Contribution per Account per Year
September 2018 Flow Watch Statistics	August 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
September 2018 Sub-Advisory Mandate Change Report	Mandate Change Report - July 2018
September 2018 529 Views	529 Views - Market Data on Conservative Investment Options
September 2018 ETF FlowWatch	Global ETF FlowWatch - July 2018
September 2018 529 Views	529 Views - Historical First Half of Year Gross Distributions
August 2018 FlowWatch	VA Flow Watch Report 1807

Research & Reports