News & Insights | March 30th, 2020 U.S. Fund Assets Expected to Hit $26.4 Trillion as Annualized Growth Slows Growth Represents a 6.5 Percent Annualized Increase From 2019 Levels Yet Trails Increases In 2015-2019
Reports | October 31st, 2019 Insurance Advisory Service October 2019 The Future of Insurance Distribution in an Increasingly Digital WorldThe pace of technological advancements has proven challenging for the insurance…
Reports | September 23rd, 2019 Investor Economics Insight September 2019 Mutual Fund Distribution Remains Advice-centricOf the multiple forces shaping the investment funds industry, changes in distributor practices are, arguably, the…
Reports | June 13th, 2019 Deposit Advisory Service Spring 2019 The Deposit Advisory Service (DAS), is Strategic Insight’s flagship research focused on the multiple deposit products available in Canada and…
Reports | May 24th, 2019 Investor Economics Insight May 2019 ETF and Mutual Funds: Competing and CollaboratingThe days when mutual fund companies viewed ETFs with mistrust are long gone. Most…
Reports | October 31st, 2016 Insight October 2016 The current environment product development teams at fund companies are facing is particularly complex and multifaceted. Volatile market conditions; wild…
Reports | July 29th, 2016 Insight July 2016 The repricing of investment fund products has accelerated over the last year to an extent previously unseen. While investment fund…
Reports | June 1st, 2016 ETF and Index Funds Report Q1 2016 Investor Economics’ ETF and Index Funds Report has been completely redesigned. Among other major enhancements, this research—which provides extensive coverage…
Reports | July 29th, 2015 Insurance Advisory Service July 2015 Since we released our first insurance distribution story in 2011 the pace of new business growth has been subdued for…
Reports | May 20th, 2015 Insight May 2015 In recent years, there has been a continued shift away from load options with one-time, upfront sales commission payments, such…