Strategic Insight's Simfund products offer a solution to your mutual fund analysis and reporting needs. Every month Strategic Insight integrates our proprietary information with data from Morningstar, Lipper, and additional providers. Our multi-source solution allows us to cross-check information and deliver the most accurate data possible. It also saves our clients the time and hassle of manually matching data across different providers on an ongoing basis.
Each of SI's Simfund tools provides unparalleled coverage of current and historical assets, net flows, performance, classifications, ratings, holding, allocations, fees, service provider details, and more. Our data is available at the granular share class or portfolio level and can be aggregated for higher level analysis.
Mutual fund product development, product management, competitive intelligence, and marketing teams use our Simfund tools to:
- Evaluate and monitor the product landscape
- Benchmark their firms' progress versus peers
- Keep an eye on competitors for opportunities or threats
- Gauge success of new products and marketing initiatives
- Identify product gaps and market entry opportunities
- Much, much more...
Our local, dedicated analysts who use Simfund each day provide ongoing product support - including training, addressing user inquiries, and offering suggestions for different uses of Simfund in your analysis.