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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.

FDI Thumbnail Download the FDI Q3 2015 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.

Despite the market volatility over the summer, exchange traded fund (ETF) assets increased by $144 billion in the year ending September 30, 2015. Long-term mutual fund assets from third party distributors decreased $156 billion during the same time period.

Retail channels continued to generate the majority of ETF asset growth, which now represent 63 percent of all ETF assets. Registered investment advisors (RIAs) led all retail channels over the past year ending September 30th, 2015, adding $46 billion in ETF assets, followed by wirehouses with $45 billion and independent broker dealers (IBDs) with $41 billion.