GLOBAL RESEARCH SOLUTIONS

Seize opportunities in the ever-changing global asset management business

For more than three decades, our research has been at the forefront of thorough, unbiased and actionable business intelligence.

Powered by proprietary databases, published research and in-person presentations, the Global Research Solutions team delivers advanced data analytics, comprehensive market intelligence and insightful thought leadership to help clients identify product and distribution opportunities, monitor trends and make strategic decisions to thrive in the highly competitive asset management business.

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A comprehensive and diverse range of research covering global asset management

  • Annuities
  • College Savings (529 & ABLE Accounts)
  • Defined Contribution Distribution
  • ETFs
  • Household Wealth
  • Intermediary
  • Mutual Funds
  • Retail Distribution
  • SMAs
  • Sub-Advisory

EXPLORE OUR RESEARCH LIBRARY

FlowWatch Series

Monthly and/or quarterly snapshot of fund flows and asset levels across fund categories and asset managers. Markets covered: Annuities, DC, Global ETF, Global MF, and Mutual Funds.

Mutual Fund Insights

Reports providing quantitative encapsulation of prior months research featuring areas such as product development, trends in pricing, regulatory impact, liquid alternatives, and investment performance.

Subadvisory Updates

Monthly and/or quarterly reports providing a deep-dive into the subadvisory landscape including trends and developments in the subadvised mutual fund and VA markets as well as quantitative updates on mandate changes, asset growth and new product launches.

Global Insights

The Global Fund Insight series produced throughout the year, focuses on product trends, changing investment preferences, the evolution of distribution channels, competitive positioning, and overall industry direction worldwide with intimate perspectives on Asia, Europe and Latin America.

529 Distribution Analysis

This annual report provides actionable guidance on how to sell more 529 plans through advisors by aligning legislative, product, marketing and distribution decisions with the demands of advisors in this space.

Mutual Fund Fee Benchmarking Study

This annual study provides a guide for understanding fee and expense benchmark and breakpoint fee schedule statistics for actively managed, open-end mutual funds.

Cross-border Insights

Semi-annual reports highlighting cross-border trends across Europe, Asia, and the Americas. These reports examine the assets and net flows of the regional funds to provide a holistic picture of mutual fund trends and distribution dynamics in those markets.

Asset Management Industry Market Sizing Report

This household balance sheet of the U.S. consumer serves as the foundation for analyzing growth trends and projections for products and channels. The report sets out flows and asset projections at 5-year intervals and tracks investments in mutual funds (active and passive), ETFs, SMAs, sub-advisory mandates, and variable annuities.

Fund Sales Benchmarking

Produced annually, this survey-driven report dives deep into the benchmarking of share class pricing and distribution channel trends within the adviser-sold space.

Analysis of External Funds

This annual report aggregates, survey-based data to assess and understand payment streams between fund managers and distributors (sub-TA, revenue sharing, etc.). Results are segmented across wirehouse, independent/regional BD and fund supermarket channels.

529 College Savings Industry Analysis

The foundation of this annual report derives from surveys across 1000+ US households with children 18>. Using a choice model method, the results are mapped into three target market categories to help firms develop key strategies and initiatives to capture market share and convert non-college savers to college savers, and college savers to 529 participants.

529 Distribution Analysis

This annual report provides actionable guidance on how to sell more 529 plans through advisors by aligning legislative, product, marketing and distribution decisions with the demands of advisors in this space.

DATA. ANALYTICS. INSIGHT.

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