Core Research

Our data-driven research provides ongoing insights and integration with our data platform, Simfund, to support your daily workflow and keep you on the pulse of the industry. Browse our core research offering in four practice areas: product strategy and development; retail distribution; retirement; and institutional asset management.

Practice Title Frequency
Product strategy & development New Fund Filing Report Monthly
Product strategy & development Windows into the Mutual Fund Industry Quarterly
Product strategy & development Monthly Highlights—U.S. Monthly
Product strategy & development Mutual Fund Fee Benchmarking Service Annual
Product strategy & development Regional Insight Series Quarterly
Product strategy & development New Funds in Global Markets Quarterly
Product strategy & development Flow Watch Series Monthly
Product strategy & development Executive Insight Series Quarterly