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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 2016 FDI Report Download the Q1 2016 FDI 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.

In the first quarter of 2016, across all third party distribution channels, ETF assets grew to $2.3 trillion, but net new assets decreased by $15 billion. The trends over the past several quarters have continued – including the increased use of ETFs and passive investment products and the growth in the independent advisor channels. Now with insight and data on net new flows, we see the shift is even more pronounced in volatile times.