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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.

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 (data as of March 31, 2015).

ETFs continue to grow in popularity among third party distributors in the first quarter of 2015 with a 21 percent increase in total ETF assets under management year-over-year.

Total long-term mutual fund assets across all third party distributors also increased in the first quarter of 2015 to $665 billion or up 10 percent.

RIAs continued to be the leading distributors of ETFs in the first quarter of 2015, representing $472 billion in ETF assets under management, followed by IBDs, which had $400 billion.

Overall, total third party distribution of long-term mutual fund and ETF assets under management increased to $9.8 trillion in the first quarter of 2015, growing by more than 10 percent since the first quarter of 2014.