Be the Innovation

Track trends and stay ahead of your competition with Strategic Insight (SI)'s comprehensive current and historical database extracted from the SEC EDGAR filings

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FEEL THE PULSE


Find new opportunities and respond to changes quickly as you monitor trends in product development and changes to competitor funds in real time.

Gain
Competitor Intel

Identify competitors' strategic responses to market conditions with daily tracking of new fund registrations and changes to existing funds. See changes to advisory fees, waivers, portfolio managers, sub-advisors, fund and class reorganizations, and much more (50+ change categories).

Identify
Trends

Leverage a combination of data and research from Simfund and Simfund Filing's historical database to gain context around market responses to fund changes. Measure investor reaction to material fund changes and modify your offerings to stay ahead of the market.

Optimize
Product Offerings

Perform power searches by manager, product type, and asset category to discover effective ways to grow market share, grow profitability, or mitigate the effects of failing funds. Get the information needed to rationalize and strengthen product lineups.

Product Features


Real-Time Tracking Across 50+ Categories

Monitor product development and share class pricing trends as seen in daily SEC filings, including:

  • New competitive fund registrations
  • New share class offerings
  • Sub-advisory changes
  • Changes to advisory fee schedules
  • Portfolio manager changes
  • Strategy changes and special event filings

Custom Alerts & Notifications

Receive customized email notifications on funds of your choice using specific criteria, including:

  • Asset Class
  • Asset Size
  • Investment Objective
  • Investment Vehicle
  • Managers
  • Morningstar Category

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