Research

For more than 30 years, Strategic Insight has been at the forefront of thorough, unbiased mutual fund industry research and business intelligence, providing our clients with the research, data and analytical support they need to identify product and distribution opportunities and make smart business decisions. SI Research delivers a combination of published research, online webcasts, in-person presentations, and on-demand consulting to empower clients to track developments and seize opportunities in the ever-changing global fund business. SI Research covers the US, Canada, Australia, and EMEA countries, focused on six practice areas:

  • Household Wealth
  • Product Strategy & Distribution
  • Retail Distribution
  • Retirement
  • Institutional Asset Management
  • College Savings
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Latest Research Blog Post

Closing in on $1 Trillion: Target-Date Mutual Fund Growth – Q2 2017July 17, 2017

Target-Date Funds (TDFs) are fast approaching a major milestone – $1 trillion in mutual fund assets. At the end of June 2017, the figure stood at $985 billion, putting…

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