We encourage our clients to use these presentations, in their entirety or otherwise, internally throughout their respective companies. You may contact us if you need updates.

U.S. Mutual Fund Product Innovation Trends
August 10, 2010

The Webcast covered such topics as:

• The key drivers overall of product development in the current environment
• The appeal post-crisis of “unconstrained” investment approaches, Global Tactical Asset Allocation, and selectively, Market-Neutral and other alternative strategies, as “traditional” asset allocation is reassessed
• How alternative approaches are playing out among exchange-traded products, including active ETFs
• Notable new products in the pipeline

Listen to entire presentation [wmv] | PowerPoint | PDF

Rule 12b-2: Preliminary Observations
Presented by Avi Nachmany
August 3, 2010

Strategic Insight’s initial review of the SEC’s eagerly-awaited 277-page proposed amendment to Rule 12b-1 suggests thoughtfulness and sensitivity to many of the concerns raised by marketplace participants. This webcast explores the implications of Rule 12b-2 for the mutual fund industry.

Listen to entire presentation [wmv] | PowerPoint | PDF

U.S. Mutual Fund Results and Trends in H1 2010
July 7, 2010

A discussion of trends in the U.S. mutual fund industry during the first half of 2010, as well as a look ahead to H2

Listen to entire presentation [wmv] | PowerPoint | PDF

Using Simfund MF for Basic Subadvisory Analysis
April 7, 2010

Ever wanted to know which managers use subadvisors the most?  Or which strategies have the most subadvised assets?  In this brief overview in using Simfund MF for basic subadvisory analysis we go over some current subadvisory statistics, definitions of data items in Simfund MF, and how to conduct some subadvisory queries.

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Webcast - Five National Broker-Dealer Distribution Trends to Monitor in 2010
March 9, 2010

With a full year of national BD analysis now captured in this report series (reflecting over $200 billion in annual sales), please join us in a Webcast for a discussion of five key fund distribution trends to watch within the national broker-dealer space during 2010. Our webcast features a live presentation from Dennis Bowden, the lead author of this study, and questions from our audience.

Download the entire presentation here

Webcast - The Decade in Global Asset Management: $7.3 Trillion In Net Flows, Industry Metatrends and the Road Ahead
January 25, 2010

The global mutual fund industry, in spite of a decade lined with scandals and crises, gathered a record $7.3 trillion in net flows. This webcast highlights the winners and losers, discusses metatrends for the coming years, provides results from Strategic Insight's recent research, and details our global expansion in 2010, with offices in London and Hong Kong.

Download the entire presentation here

Webcast - Are Short-Term Redemption Fees Still Needed?
January 22, 2010

This webcast features an overview of this study and a discussion of some of the key marketplace trends impacting the necessity and effectiveness of short-term redemption fees.

Download the entire presentation here

Webcast - Looking Ahead to 2010: Cautious Optimism, Persistent Bond Fund Demand, and Possible All-Time Record Net Inflows to Long-Term Mutual Funds
December 21, 2009

Strategic Insight has published our industry forecast report for 2010, “Looking Ahead to 2010: Cautious Optimism, Persistent Bond Fund Demand, and Possible All-Time Record Net Inflows to Long-Term Mutual Funds”.  Listen to the webcast discussing the report and download the presentation here.

Download the entire presentation here

Webcast – National Broker Dealer Distribution Opportunities: Quarterly Competitive Intelligence and Analysis Q2 2009 Report
August 27, 2009

Strategic Insight and Coates Analytics are collaborating on a new quarterly report series, “National Broker Dealer Distribution Opportunities: Quarterly Competitive Intelligence and Analysis”.  This subscription-based series will encompass regular studies of 40+ pages that provide important competitive benchmarking, peer group analysis, and actionable information related to selling through National Broker Dealers.

Download the entire presentation here

Webcast – Mutual Fund and ETF Results and Trends in 1H 2009
August 20, 2009

We take a look at trends and results in the US mutual fund industry in the first half of 2009.  Kurt Stam, Managing Director, will discuss the mutual fund market and Loren Fox, Senior Research Analyst, will provide an update on the ETF market.

Download the entire presentation here

Webcast - Simfund MF: The Business of Estimated Net New Flows All Estimates Are Not Created Equal
June 30, 2009

Accurate and reliable mutual fund cash flow data has never been more important.  The challenging state of the industry, heightened competition and increased regulatory attention makes the significance of accurate fund cash flow data greater than ever.  This presentation discusses, in detail, Strategic Insight’s unique, proprietary, and unrivalled methodology for estimating fund cash flows.

Listen to the entire presentation and download the Powerpoint

Strategic Insight 2008 Fund Sales Survey: Perspectives on Intermediary Sales by Distribution Channel and by Share Class
June 4, 2009

Strategic Insight has just published a new study, “Strategic Insight 2008 Fund Sales Survey: Perspectives on Intermediary Sales by Distribution Channel and by Share Class”. The full study was provided to survey participants, and a summary of the key findings can be can be accessed by all SI Online subscribers in our recently published Executive Insights (http://www.sionline.com/research/subscriber_insights/642.pdf).

Listen to the entire presentation and download the Powerpoint

Simfund MF: Beyond Assets and Cash Flows Using Simfund for Target-Date Fund Analysis
May 28, 2009

Target-Date funds have proven themselves to be extremely popular accumulation vehicles for retirement.  Even in the midst of some of the worst quarters ever for mutual fund flows, target date flows remained sharply positive – passing their first “stress test” (with respect to redemptions) with flying colors.  However, their popularity, status as a QDIA, and inevitable DoL, SEC and congressional scrutiny, make the need for effective Target-Date fund analysis more important than ever.

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Q1 2009 Results and New Research on Global Fund Distribution
May 15, 2009

Building on the foundation of research and analysis provided in our in-depth Global Fund Distribution report, we reveal fund flows by region, category, and top selling products for Q1 2009 and our new findings on global fund distribution from recent work with leading regional and global private banks, global fund selectors, wealth managers, and insurance groups in Europe and Asia. 

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Q1 2009 VA and SALB Overview
May 14, 2009

This 30-minute presentation provides additional color and commentary to accompany our most recent quarterly report, Variable Annuity Quarterly Overview: Q1 2009. Tamiko Toland, editor of Annuity Insight, reviews the latest trends in VA assets, and both VA and SALB contracts and fields questions from participants.

Listen to the entire presentation and download the Powerpoint

Supporting Sales Using Simfund for Bond Fund Analysis
April 16, 2009

Record sales of taxable  bond funds make the need for effective bond fund analysis and positioning more  important than ever.

Listen to the entire presentation and download the Powerpoint

ETFs: Growth, Innovation, Competition

Listen to a recording of Loren Fox, Senior Research Analyst, discussing Strategic Insight’s unprecedented ETF study including key findings about the fast-growing ETF sector. Strategic Insight’s 190-page report, "ETFs: Growth, Innovation, Competition" is on sale now .

Listen to the entire presentation and download the Powerpoint

Sharply Rising Expense Ratios: the Why, the Special Case of Expense Caps, and the Challenge of 15(c) Peer Group Selection Today

This year, mutual fund fee-related analysis and benchmarking, mandated under Rule 15(c) but also needed elsewhere (such as among funds with expense ratio caps), may require fund managers and trustees to go beyond traditional analytics using last year's fee data.

Listen to the entire presentation and download the Powerpoint

Observations on Recent Mutual Fund Activity, and Looking Ahead

As this turbulent year comes to a close, please join senior research personnel from Strategic Insight as we put events of recent months in context and discuss some trends to watch in 2009.

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VIDEO BRIEFING: Views from the Top

Our first video briefing, following our global fund trend presentations at the Fund Forum USA last week, summarizes our discussions with international CEOs over the last month. "Views from the Top" outlines six key challenges - and potential opportunities - the global mutual fund industry is facing today.

Watch the video presentation

Global Fund Distribution: Best Practices, Key Trends, and Opportunities to Grow Sales Worldwide

Despite the strong downturn and short-term challenges, the current financial crisis highlights the many inherent advantages of mutual funds - transparency, liquidity, diversification, and a simple back to basics story.

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Mutual Fund Industry Strategies for Uncertain Times

Events of the past weeks have manifestly shaken people's core confidence. Against that backdrop, our most recent Executive Insight report lays out a perspective developed from our more than 20 years of researching the industry, from conversations with clients in the US and overseas, and from data reflecting fund investors' recent actions. Besides placing recent mutual fund flows in historical context, we provide some actionable suggestions for navigating through the turmoil.

Listen to the entire presentation and download the Powerpoint