
The premier business intelligence platform for the asset management industry, providing best-in-class datasets enabling benchmarking, asset flow, and trend analysis.
Actionable Insights Supporting a Broad Range of Use Cases.




Comprehensive Global Data Coverage
Our integrated, cloud-based platform tracks the most expansive list of mutual funds, ETFs, and institutional products regardless of market availability, vehicle type, or distribution channel.
Data attributes captured across managers, regions, asset classes, and vehicles include:
- AUM Net Flows
- Fees and expenses
- Performance and risk factors
- Responsible Investing
- Subadvised funds
- Fund of funds
- Net asset and cross-border flows
- Variable annuities
Integrated Platform with Enhanced Analytics

Core Platform With Modular Datasets
Simfund’s U.S. and global core platforms include comprehensive data attributes, analytics, and reporting functionality alongside actionable research insights powered by Simfund data.
A platform enabling comprehensive competitive analysis of U.S.-based mutual funds and ETFs with thousands of data points across multiple data sources.
Subadvisory
Comprehensive tracking of mandates across open-end, closed-end, and variable funds with detailed performance and fee analytics to make targeting opportunities easy.
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FundFiling
Complete database of new fund registrations and fund changes updated daily, including fund to ETF conversions and 50+ other activities, direct access to Fund Profiles and SEC filings.
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Total Market
Consolidated view of retail and institutional data on an integrated platform; including SMAs, CITs, private market funds/alternatives, and other hard-to-access institutional data.
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Variable Annuities
Benchmark the variable annuity marketplace and monitor industry trends by insurance companies, investment managers, products, funds, and sub-accounts across multiple data attributes, including net flows, assets, performance, risk, fees, expenses, and more.
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Annuity Insight
Daily competitive intelligence and commentary on the latest trends in variable annuity (VA) and registered index-linked contracts (RILA), as well as underlying funds. Powerful email alerts, search engines and industry insights supported by unparalleled client service.
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Fund of Funds
Enabling users to identify opportunities and examine relationships between fund of funds and their fund holdings globally.
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Fees and expenses
(UK and Irish-domiciled funds)
Comprehensive coverage for U.K. and Irish-domiciled funds to support Assessment of Value reporting and customized peer benchmarking analytics.
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Responsible investing data (ESG, SFDR)
Expanded ESG data set including SFDR classifications (Articles 6, 8,9) inclusive of historical data, breadth of ESG data attributes, and ISS ESG fund rating data.
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Global Consortium
Consortium members can size markets identify cross-border and local fund opportunities with gross and net flows, and analyze their market share and ranking across multiple dimensions within each country.Learn More >
Canada Data Sets
The Trusted Business Intelligence Tool for Strategic and Product Decisions in the Canadian Fund Market empowering users to quickly construct fund industry analyses and pinpoint emerging trends in the Canadian funds industry.Learn More >
Australia Data Sets
Supporting the financial industry in its product, marketing, distribution, benchmarking, and research efforts covering Australian superannuation and managed funds investment markets.