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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.


Distribution of Mutual Fund and ETF Assets - Q4 2014 to Q4 2015 Distribution of Mutual Fund and ETF Assets - Q4 2014 to Q4 2015

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.

Total exchange-traded fund (ETF) assets hit an all-time high of $2.2 trillion in 2015, driven by the continued growth in popularity of passive investment vehicles. Comparatively, total long-term mutual fund assets held by financial intermediaries decreased by $161 billion to $7.29 trillion in the full year of 2015, while ETF assets increased by $124 billion in the same period.

Retail distribution channels experienced a larger increased usage of passive products, with an increase of 2.6 percent, versus institutional channels which increased by 1.6 percent. The wirehouse channel had the largest decrease of actively managed products among retail channels during 2015, a decline of 4 percent. Alternatively, wirehouse firms had a 2 percent increase of passively managed funds and ETFs during 2015.