Shape your firm’s competitive, distribution, product and marketing strategy with the most comprehensive and highest-quality fund data set in this fast-growing region, supported by our expert industry analysts.View Factsheet

How Can Simfund Latin America Database Help?

  • Regional product and distribution landscape.
  • What products should you launch and where, and how should you structure them?
  • Where are competitors gaining ground and how? Where are they weak?
  • Where are new and untapped market opportunities for growth?
"While still smaller than other global regions in terms of aggregate assets–around $1.4 trillion in mutual fund assets– fast growth in Latin America as a region is capturing the imagination of investors, distributors and asset managers alike, with tactical and strategic opportunities prompting resource allocations and investments. Our Latin America database provides the consistent and reliable data necessary to quantify the size of the opportunity." —Marlon Valle, Client Relationship Manager / Global Research Analyst, Strategic Insight

Why Simfund Latin America

  • Highest-quality data: Strategic Insight’s proprietary data integrity processes, developed and improved over 25 years, ensure more stable, reliable and consistent information for this fast-growing region.
  • Most comprehensive data set: A combination of Strategic Insight and Lipper data covers Fund Launch Dates, SI Categories and Objectives, Lipper Classifications—with 5 years of data available for all local markets. Morningstar integration is available for select markets.
  • Special Features: Additional coverage for Chilean Pension investment allocations to Offshore European UCITS products and US Domiciled funds with 3-year history available.
  • Enhanced Automated Reporting and Sharing: Create customized tables, graphs and data workbooks that will update automatically with each new monthly dataset. Sharing functionality facilitates efficient collaboration within teams.

Additional Simfund Products

Simfund Dash Australia is an interactive reporting and analysis tool. Designed to support the financial industry in its product, marketing, distribution, benchmarking and research efforts covering Australian superannuation and investment markets with data provided by Plan For Life.

Learn More »

The Trusted Business Intelligence Tool for Strategic and Product Decisions in the Canadian Fund Market. Simfund Canada combines the wealth of Investor Economics fund industry databases with the technological and analytical prowess of Strategic Insight’s nearly three decade-long history of the Simfund solution.

Learn More »