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.

Product Strategy and Development
Assess which products to develop and which markets to enter; monitor characteristics of top-selling funds and which new funds are launching; understand how products compare on ESG data points.
Strategy and Financial Trend Analysis
Quantify the market size and relative market share; analyze peer fees and expenses including benchmarking outsourced providers; stay ahead of industry trends and identify acquisition candidates.
Competitive Intelligence and Benchmarking
Identity which competitor funds are outperforming in their respective sectors; understand who is winning/losing fund flows; learn how fees differ at share class levels.
Marketing and Distribution
Evaluate fund flows across multiple dimensions and regions; identify areas of opportunity and risk to focus marketing and sales efforts.

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

The Simfund platform integrates proprietary data on a global scale, across retail and institutional vehicle types, and aggregates data from 15 external sources including world-class vendors including ISS MI, Morningstar, LSEG Lipper and ICI. The flexible database enables highly customized analysis and benchmarking, with enhanced analytics including shareable data workbooks, advanced analysis functionality, dynamic dashboards, and factsheets.

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.

U.S. Data Sets

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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Global Data Sets and Cross-border Flows
The premier global data platform integrating the industry’s best-in-class proprietary and third-party datasets for advanced business intelligence across every major fund market. Learn more about Simfund Global.

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.

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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.

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Australia Data Sets

Supporting the financial industry in its product, marketing, distribution, benchmarking, and research efforts covering Australian superannuation and managed funds investment markets.

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Global Data Coverage
AUM Globally
$ 0 T
Share Classes
0 K+
Markets
0 +

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