"Simfund Acquired by Institutional Shareholder Services, Inc."
Learn More About ISS >>
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.
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.
Aggregated data from world-class vendors including Strategic Insight, Morningstar, Lipper, ICI, Broadridge/Access Data
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.
See the completely revamped Simfund platform.
Clients can leverage modules, which focus on specific markets such as Canada and Australia or specific segments such as Subadvisory.
For more than 30 years, we have been at the forefront of thorough, unbiased mutual fund industry research and business intelligence.
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
- 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
Save the reports you create and share with others or export to Excel, PDF or Word for use in your own presentations.
Sign-up for Access to Simfund Dash
Current Product Releases