The number of competing QDII mutual funds is on the rise and Z-Ben Advisors projects (at a minimum) a dozen more will be available by the end of this year. This product includes an executive summary of the current state of the QDII program, followed by a detailed two-page critical product assessment (covering areas such as asset allocation, performance attribution, portfolio manager’s outlook and the like) of all available QDII mutual funds.

This report assists clients to:

  • Monitor developments in the QDII program
  • Evaluate the near term direction and vitality of end demand
  • Identify those firms and foreign advisors achieving success and analyze the reasons for their success

Corporate subscribers will have access to four annual reports via Z-Ben Advisors’ website. 

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