Model portfolio sales slowed in first half of 2024, finds new ISS MI research
Model portfolio sales grew just 6% over the course of H1 2024 both in aggregate and amongst individual firms using model portfolios, down from 13% in the same period a year earlier. Channel gross sales meanwhile grew by 14%.
Interest in Active ETFs Is Growing, but Passive ETFs Continue to Dominate Advisor Preferences
While passive ETFs have been the largest driver of the activity, and account for more than 90% of ETF assets, interest in active ETFs has also grown steadily.
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.