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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 Q2 2016 Report Download the Q2 2016 Report

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.

Independent broker dealers (IBDs) increased by $79bn from Q1 2016 and the registered investment advisor (RIA) channel (+$11bn), wirehouses (+$35bn), discount channels (+$52bn) and trust companies (+$64bn) all saw a respectable increase from Q1 2016.Overall, net new assets of ETFs for retail channels – RIA, IBD, wirehouse and discount B/D – were up by $61.3 billion in the second quarter, while net new assets for institutional channels – private bank, bank and trust – were down by $30.4 billion.