STRATEGIC INSIGHT Mutual Fund Research and Consulting

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 2020 Sub-Advisory Mandate Change Report	Mandate Change Report - December 2019
February 2020 529 Fee Analysis	4Q 2019 529 Fee Analysis
February 2020 529 Data Quarterly	4Q 2019 529 Quarterly Data Update
February 2020 529 Qualitive Quarterly	4Q 2019 529 Quarterly Update
February 2020 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q4
February 2020 Sub-Advisory Breakpoint Fee Schedule Databook	Subadvisory Breakpoint Fee Schedule Databook - 2019-Q4
February 2020 Sub-Advisory Market Share Databook	Subadvisory Market Share Databook - 2019-Q4
February 2020 Sub-Advisory Performance Databook	Subadvisory Performance by Mstar Databook - 2019-Q4
February 2020 Sub-Advisory Performance Databook	Subadvisory Performance Databook - 2019-Q4
January 2020 FlowWatch	Simfund VA Flow Watch December 2019
January 2020 Flow Watch Statistics	December 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
January 2020 Sub-Advisory Mandate Change Report	Mandate Change Report - November 2019
December 2019 Windows	Windows into the Mutual Fund Industry November 2019
December 2019 Sub-Advisory Mandate Change Report	Mandate Change Report - October 2019
December 2019 Flow Watch Statistics	November 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis

Research & Reports