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Simfund Filing 5.0

Contact Us : Help / Demo. Strategic Insight Mutual Fund Research and Consulting Electronic Products Inc. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. Fund Changes Weekly Report. Windows into Mutual Funds. Fund Changes Email Alerts. New Fund Registrations Email Alerts. Tutorial for All Features. Need help with a research project?

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Contact Us : Help / Demo. Strategic Insight Mutual Fund Research and Consulting Electronic Products Inc. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. Fund Changes Weekly Report. Windows into Mutual Funds. Fund Changes Email Alerts. New Fund Registrations Email Alerts. Tutorial for All Features. Need help with a research project?
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Simfund Filing 5.0 | simfundfiling.com Reviews

https://simfundfiling.com

Contact Us : Help / Demo. Strategic Insight Mutual Fund Research and Consulting Electronic Products Inc. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. Fund Changes Weekly Report. Windows into Mutual Funds. Fund Changes Email Alerts. New Fund Registrations Email Alerts. Tutorial for All Features. Need help with a research project?

INTERNAL PAGES

simfundfiling.com simfundfiling.com
1

Simfund Filing: Site Map

http://www.simfundfiling.com/fundfiling/about/sitemap.aspx

Contact Us : Help / Demo. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. 149; Register for Access. 149; Contact Us. 149; Data Collection. 149; New Features. 149; Fund Change Types. 149; Site Map. Â Browse Recent Changes. Â Search All Changes. Bull; Read Prospectus Changes Weekly. Â Browse Recent New Registrations. Â Search All New Registrations.

2

Simfund Filing: New Registrations

http://www.simfundfiling.com/Fundfiling/alerts/newfund/Main.aspx?transfer=2

Contact Us : Help / Demo. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. Â Browse Recent New Registrations. Â Search All New Registrations. Bull; Read New Registrations Monthly.

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Fundfiling: Frequently Asked Questions

http://www.simfundfiling.com/fundfiling/about/faq.aspx

Contact Us : Help / Demo. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. 149; Register for Access. 149; Contact Us. 149; Data Collection. 149; New Features. 149; Fund Change Types. 149; Site Map. Â Why the re-naming of Fund Filing to Simfund Filing? Â What does this new branding mean for an existing Fund Filing user? Â Do I need to be a Simfund Filing ...

4

Simfund Filing: Data Collection Methodology

http://www.simfundfiling.com/fundfiling/about/datacollection.aspx

Contact Us : Help / Demo. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. 149; Register for Access. 149; Contact Us. 149; Data Collection. 149; New Features. 149; Fund Change Types. 149; Site Map. Daily Alerts Data Collection. Both sticker and prospectus are being hyperlinked for potential further research needs. Fund Changes database is set up on a por...

5

Daily Alerts

http://www.simfundfiling.com/Fundfiling/alerts/Main.aspx

Contact Us : Help / Demo. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. Database of Fund Changes as they get filed with the SEC tracked on a daily basis and catalogued in 50 categories for ease of searches. Track daily fund changes to identify and respond to industry and competitors' changes in 50 categories. Category of change listing. Database of Ne...

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frcnet.com frcnet.com

FRC - Mutual Funds

http://www.frcnet.com/mutualfunds.aspx

Content on this page requires a newer version of Adobe Flash Player. Asset Management Industry Market Sizing, 2012-2017. Download Table of Contents. Mutual Fund Market Sizing, 2011-2016. Winning Strategies for Marketing and Distributing to the RIA. Re-Evaluating the Wirehouse Opportunity: Gatekeeper, Asset Manager, and Advisor Insights. Reshaping the Financial Services Industry: Operating Under Dodd-Frank. Fund Category Guide for Long-Term Mutual Funds and ETFs. Mutual Fund Market Sizing Distribution For...

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FRC - College Savings

http://www.frcnet.com/college_saving.aspx

Content on this page requires a newer version of Adobe Flash Player. FRC Parent Company to Acquire 529 College Saving Conference and Bootcamp from Savingforcollege.com. October 25, 2012. New York Asset International, Inc. (AI), parent company of FRC, has agreed in principle to acquire Savingforcollege.com's annual 529 Conference and Bootcamp from JFH Innovative LLC, beginning in 2013. AI, a global provider of information and technology to global pension funds, asset managers, financial advisers, banking ...

sionline.com sionline.com

STRATEGIC INSIGHT: SEC Filings Research

http://www.sionline.com/sec/default.asp

529 Quarterly Data Update. 529 Quarterly Fee Analysis. Simfund Pro, 7.0. Simfund Enterprise, 7.0. SI Fund Trends 2016. SI Fund Trends Canada 2015. SI Fund Trends Europe 2015. Mutual Fund Directors Forum 2015. SI Fund Trends 2015. SI Fund Trends Europe 2014. Mutual Fund Directors Forum. SI Fund Trends 2014. SI Fund Trends 2013. SI 25th Anniversary Gala. SI Fund Trends 2012. SI Fund Trends 2011. SI Future of Funds 2010. SI National Conference 2010. Interested in learning more? Adapt to industry changes.

frcnet.com frcnet.com

FRC Staff

http://www.frcnet.com/staff.aspx

Content on this page requires a newer version of Adobe Flash Player. Mike Rosenthal is Senior Vice President of Operations and is responsible for operations across Asset International, FRC's parent company, including co-managing the Strategic Insight division, and as the General Manager for FRC. Mike has an MBA from Harvard Business School, and a BA with distinction and honors in Physics, from Colby College. Alan Hess joined FRC as an investment database analyst in 2010 and is currently a research associ...

simfunddash.com simfunddash.com

Welcome to Simfund Dash

http://www.simfunddash.com/SimfundWeb

Welcome to Simfund Dash. Is an innovative reporting tool that generates high quality, presentation ready fund industry analysis in seconds. Dash's highly customizable reports incorporate data from a variety of leading fund information providers including Morningstar, Lipper and Plan For Life as well as Strategic Insight's own world class research. Industry market share by assets under management (AUM). Current and historic net flow reporting tracks investor preference at the product level. Net Flows and ...

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Our Partners

http://www.frcnet.com/partners.aspx

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FRC - Alternative Products

http://www.frcnet.com/altproducts.aspx

Content on this page requires a newer version of Adobe Flash Player. At the forefront of the alternative products marketplace, FRC is a trusted resource for examining growth drivers and the various product type strategies. Our team brings the following perspectives to clients on the alternatives market:. 1940 Act Fund categorization and historical growth/performance tracking and perspective. Hedge strategy and performance and trends perspective; and. Mutual funds and ETFs which utilize hedge fund investm...

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FRC - Data Products

http://www.frcnet.com/dataproducts.aspx

Content on this page requires a newer version of Adobe Flash Player. Sub-Advisory Mandate Changes Report (Monthly). These monthly data reports highlight manager changes as found in SEC filings and categorizes them by type of activity. Mutual fund and variable annuity mandates are separated to provide clear analysis of mandate change activity in each type of market. 529 Quarterly Fee Analysis. For more information contact us at 617-963-8967 or e-mail frcinfo@frcnet.com.

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FRC - Retirement Markets

http://www.frcnet.com/retirementmarkets.aspx

Content on this page requires a newer version of Adobe Flash Player. Trends in Target-Date Portfolios on Recordkeeper Platforms. Trends in Retirement/401(k) Plans and Administration. The Rollover Decision: Successful Strategies for Retaining Retirement Assets. Cracking the Code to Retirement Income: Key Developments and Opportunities. Successfully Positioning the Second Wave of Longevity Insurance. Exploring New Retirement Strategies: Maximizing Resources When Targeting DCIO Opportunities. This report ex...

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Simfund Filing 5.0

Contact Us : Help / Demo. Strategic Insight Mutual Fund Research and Consulting Electronic Products Inc. Read Fund Changes Weekly. Search All New Registrations. Read New Registrations Monthly. Search All SEC Filings. Read Fund Changes Weekly. Read New Registrations Monthly. Read Windows Into Mutual Funds. Fund Changes Weekly Report. Windows into Mutual Funds. Fund Changes Email Alerts. New Fund Registrations Email Alerts. Tutorial for All Features. Need help with a research project?

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