ISS MI Research Reveals Advisors’ Increasing Preference for Active ETFs and Direct Indexing Solutions
When presented with the same investment strategy from a top asset manager across multiple vehicles, 60 percent of advisors expressed a preference for ETFs, while only 15 percent cited mutual funds.
Case Study: Nitrogen – Driving High-Performing Sales
The keys to success can be traced to an integration of Nitrogen Wealth’s workstream and CRM system with MarketPro.
New Global Revenues Whitepaper from ISS Market Intelligence: Growing Revenues, Not Assets, New Name of the Game
Even with market share falling below 50% for the first time in the U.S. in 2023, the analysis quantifies active funds generating an estimated 86% of the revenues generated by long-term funds in 2023.
Another Model Quarter – Q1 2024 Financial Adviser Sales Highlights
There were 839 financial adviser firms with £1 million in net sales or more during this quarter.
Case Study: Morningstar – Advisor Insights Activate New Distribution Opportunities
Proven to be the gold standard for data activation in the industry, Discovery Data has enabled Morningstar to increase their ROI significantly.
Are the Clouds Parting? – Q4 2023 Financial Adviser Sales Highlights
There were 689 financial adviser firms with £1 million in net sales or more during this quarter.
Run Fund Run! Launching Funds May be More of a Sprint than a Marathon
Simfund’s newly-minted dataset reveals that just 25% of European-domiciled funds achieved the magic $100 million-AUM figure by their first birthday. The first year is also shown as the most important year for attracting assets. After year one, the odds drop significantly.
When it rains it pours – Q3 2023 Financial Adviser Sales Highlights
There were 644 financial adviser firms with £1 million in net sales or more during this quarter.
Fewer Seeds (Funds) Being Planted as European Investment Flows Have Evaporated
The heady days of the pandemic, where equity returns shot for the moon and savings accounts swelled are over. The economic and household finance script has now flipped to a more pessimistic tone. Unsurprisingly, the pace of European-domiciled fund launches has slowed considerably in 2023.
The Active ETF Race is On. What Are the Odds of Winning?
While active managers have been right to focus on ETFs, most have seen disappointing results for their efforts. Historically, the odds of reaching sufficient scale to generate meaningful revenues have been slim.