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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 Q3 2016 Report

Fee Based Distribution Channels Gain Market Share in 2016. Learn more in our new Q3' 16 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.

On a year to date basis ending September 30th of 2016, mutual fund and ETF products gained net new assets of $96 billion and $73 billion, respectively for the RIA and IBD channel. These two independent channels outpaced the wirehouse channel, which had combined net new assets of $9 billion.