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…
Reports | March 19th, 2015 Insight March 2015 The March issue of Insight examines the fund’s industry new model showroom, paying particular attention to products introduced since early…
Reports | October 24th, 2014 Insight October 2014 In the last five years, mutual fund assets grew faster in registered than in taxable accounts. This acceleration in the…
Reports | October 1st, 2014 Insight September 2014 The cost of ownership of mutual funds has been a recurring theme in the business press for much of the…
Reports | May 30th, 2014 Insight May 2014 Subject: Research on Load Structures by Investor Economics Since the onset of the 2008-2009 market downturn, embedded forms of advisor…
Reports | November 29th, 2013 Insight November 2013 The November issue of Insight is our traditional examination of how year-to-date sales have fared, and which companies have sold…
Reports | October 31st, 2013 Insight October 2013 The October issue of Insight focuses on product development. Our analysis tracks how many and what type of funds companies…
Reports | June 5th, 2013 Insight Gisted Report May 2013 The current issue of Insight documents the growing convergence between exchange-traded funds (ETFs) and mutual funds. Increasingly, “mutual funds versus…
Reports | May 1st, 2013 Insight Gisted Report April 2013 The April issue of Insight completes our analysis of the recent recovery in investment fund sales. Last month’s issue compared…
Reports | April 30th, 2013 Insight April 2013 Monthly The April issue of Insight completes our analysis of the recent recovery in investment fund sales. Last month’s issue compared…