Strategic Insight

• Equities Funds in Favor in Early ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.

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  January Fund Flows Show Exuberant Investors: Strategic Insight, TrimTabs

  By Melanie Waddell, AdvisorOne  |  February 5, 2013

  An all-time record $77.4 billion flowed into U.S.-listed equity mutual funds and ETFs in January, according to TrimTabs Investment Research. Also in January, net inflows to bond funds are estimated to exceed $40 billion, says Strategic Insight.

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  Bond Funds Flooded With Cash as Quest for Income, Yield Continues

  By John Sullivan, AdvisorOne  |  October 11, 2012

  Bond funds took a big leap in September, with two tracking firms reporting heavy gains in flows for the fixed-income sector.

• Can ETNs Be Trusted?

  By Ronald Delegge, ETFguide.com  |  May 24, 2012

  Although the $17 billion exchange-traded note (ETN) market represents less than 2% of the trillion dollar ETP universe, it’s been making a lot of noise.

• Lifecycle Products Grew 8% in Q4 to $842 Billion

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.

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  JPMorgan Cracks Top 10 as Fund Manager, Thanks to Advisors

  By John Sullivan, AdvisorOne  |  March 13, 2012

  A sea change may be occurring in the $12 trillion asset management space, as JPMorgan Chase in February became the first bank to crack the top 10 list of the largest U.S. stock and bond funds.

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  Lifecycle Funds Grew 8% in Q4 to $842B

  By Janet Levaux, AdvisorOne  |  March 8, 2012

  Assets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.

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  New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential

  By Marlene Y. Satter, AdvisorOne  |  February 2, 2012

  This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.

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  Top 25 Fastest Growing Fund Managers

  By Ron Pechtimaldjian, AdvisorOne  |  January 18, 2012

  Quite a few of the top 25 fastest growing fund managers for last year came from boutique firms, according to Strategic Insight’s Simfund database.

• ETF Assets to Double, Hit $2 Trillion by ’15, Says Report

  By Janet Levaux, AdvisorOne  |  July 13, 2011

  Investors are also buying more non-traditional, alternative ETFs, according to a study done by BNY Mellon and Strategic Insight