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.

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

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.

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.

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.

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

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.