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Market Insights


Welcome to FDI Market Insights

FDI (Fund Distribution IntelligenceTM) comprises the most complete sales and asset data collection in the industry, creating transparency into more than $9 trillion of long-term mutual fund and ETF assets across 900+ distributors. This intelligence provides firms with critical information for distribution, product development and sales and marketing to make strategic decisions, effectively allocate resources, and accelerate growth. Data is collected monthly and can be analyzed by channel, geography and more. Please click on the tabs below to view the latest information on long-term mutual fund and ETF assets across distribution channels.


 Download the Q1 2017 Report

FDI Q1 2017 Infographic.

Fund Distribution Intelligence TM

Unique insights into long-term mutual fund and ETF distribution trends by channel.

Select a market segment and the range of data to view.

Trust assets include both personal trust and some retirement business where the trust company is trustee.

Data Source: Access Data, a Broadridge Company

Latest Distribution Insights

The following commentary reflects highlights from Fund Distribution Intelligence.

In the first quarter of 2017, net new asset growth increased by $39 billion, or 8.6 percent. The growth of the online and discount channel exceeded the growth of the independent and wirehouse broker/dealer channels on both a percentage and net new dollars basis in the first quarter of 2017, and was slightly behind the RIA channel, which had net new assets of $52 billion in the first quarter of 2017. The growth of robo-advisor and online distribution is driving growth in the discount channel.