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Workbooks Analysis Report Gallery Universes Dashboards Research Fund Filing Sub-Advisory Profiles

The Innovative Global Business Intelligence Platform

Simfund Enterprise is the leading business intelligence platform for the global asset management industry. Our integrated, cloud-based platform tracks the most expansive list of mutual funds and ETFs, regardless of market availability, vehicle type, or distribution channel.

Simfund is part of SI Data, a Strategic Insight business.

The Power of Simfund

Simfund offers a spectrum of business intelligence delivery mechanisms, ranging from insightful commentary to raw industry data. It is a flexible database with global coverage of $34 trillion, and integrated with 15 data sources.

Integrated System

Aggregated data from world-class vendors including Strategic Insight, Morningstar, Lipper, ICI, Broadridge/Access Data

Enhanced Analytics

Shareable data workbooks, advanced analysis functionality, print-ready factsheets and dynamic dashboards.

Comprehensive Global Coverage

$34 trillion in AUM tracked across 75,000 funds in over 45 markets.

Be among the first to see the completely revamped Simfund platform.

Additional Simfund Modules

Clients can also leverage our additional modules, which focus on specific markets such as Canada and Australia or specific segments such as Subadvisory.

45 +

Markets

75,000 +

Funds

150,000

Share Classes

2,500 +

Managers

Accessibility

Available on most platforms

Contact Us

Information: Simfund@strategic-i.com
Sales Americas: sisales.americas@strategic-i.com | +1 212 217 6884
Sales EMEA: sisales.emea@strategic-i.com | +44 800 074 0574

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Welcome to Simfund Dash

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
  • Risk vs. return analysis
  • Competitive intelligence rankings based on tailored peer groups
 

Investor Economics

At Investor Economics, we provide our clients with a comprehensive assessment of the financial services industry at large. We collect a massive amount of data and translate it into easy-to-understand analysis. The completeness and continuity of our data allows our team to constantly challenge the norm, identify new trends, and introduce new ways of looking at the marketplace.

Learn more about Simfund Dash

Simfund Dash Latin America

Simfund Latin America features more than 150 data points for over 10,000 funds across the five major markets including Brazil, Chile, Mexico, Peru and Argentina.

  • Net Flows, Assets, Total Returns in multiple currencies and additional details available for over 10,000 local funds.
  • Net Flows and Assets for over 250 offshore products with assets and flows from Chilean AFP's.
  • Detailed 3 year historical data available for all markets.

Welcome to Simfund Dash Global

Simfund Dash Global features sleek, presentation ready charts and tables to satisfy your reporting needs. Our global fund database provides over 160 data points on more than 80,000 portfolios.

  • Europe, Asia Pacific, cross-border, analysis on over 80,000 funds
  • Support for multiple currencies
  • Wide range of asset, net flow, performance, ratings, and risk-based reports
  • Ability to define your universe using over 160 data points including Lipper classification, Morningstar category, fund details, service providers, country of sale and many more
 

Simfund Dash Australia

Contact Us

 

Should you have questions while using Simfund Dash Global, which are not addressed here or through our online training support system, please contact our analysts in New York, London or Hong Kong by email (global@sionline.com) or telephone:

 

New York
805 Third Avenue
New York, NY 10022
+1-212-944-4455

London
Upper Ground Floor South
200 Aldersgate
London EC1A 4HD
+44 (0)20 7397 3850

Hong Kong
4607-11
46th Floor
The Center, 99 Queens Road
Central, Hong Kong
+ 852 3796 7258

Melbourne
217 Blackburn Road
Mount Waverly, VIC
3149 Australia
+61 3 9886 4400

 

Technical related inquiries should be directed to our support team in New York via email (support@sionline.com) or telephone (+1-212-217-6899).

 

Current Product Releases



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