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Latest Research

Core U.S. Fund Research Subscription

This subscription includes access to more than 50 studies published each year. In addition, subscribers are offered presentations, Webcasts and ad-hoc advisory. Register | View 2019 Agenda

Monthly Reports

  • Monthly Highlights: August 2020
  • New Fund Filings Review: March 2023
  • Quarterly Reports

  • Windows into Asset Management: February 2023
  • US Intermediary-Sold Distribution Review Q3'2017
  • ETF FlowWatch - February 2022
  • Periodic or Annual Studies

  • Product Strategy at an Inflection Point: Assessing New Fund Development and Rationalization Trends
  • Additional Research Resources

    Latest Webcasts: Planning for 2018: Key Forces Shaping Fund Industry

    Expanded Research Subscriptions

    Strategic Insight offers a number of practice areas with in-depth and dedicated research, available through additional subscriptions.

    Sub-Advisory Research

    The most comprehensive suite of sub-advisory data, research, and analysis. Learn more

    Simfund Resources
    • Downloads
    Simfund MF Desktop Apr 2023 Download
    Simfund TD Desktop Apr 2023 Download
    Simfund VA Desktop Apr 2023 Download
    Simfund GL Desktop Dec 2022 Download
    Simfund SV Desktop Apr 2023 Download