U.S.
See the U.S. funds market in full detail
Analytics down to the share class across U.S. open- and closed-end funds and ETFs.
Analysis goes deeper on the details that matter most to asset managers competing for U.S. investor and advisor assets. Understand your competitive universe fund by fund, measure yourself across hundreds of metrics, and see how you rank.
Specialty Modules Covering the U.S. Marketplace
Fund Filing
Complete database of U.S. fund registrations and changes updated daily. Additionally, it tracks fund-to-ETF conversions and more than 50 other activity types.
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Annuity Filing
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Subadvisory
Comprehensive tracking of mandates across U.S. open-end, closed-end, and variable funds with detailed performance and fee analytics, making targeting opportunities easy.
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Variable Annuity
Benchmark variable annuities and monitor industry trends by insurance companies, investment managers, products, funds, and sub-accounts across attributes including net flows, assets, performance, risk, fees, expenses.