Model Portfolios Remain a Key Driver of U.K. Gross Fund Sales, ISS Market Intelligence Finds
Model portfolio services have grown by leaps and bounds in the past decade and, as evidenced by ISS MI’s analysis of the first half of 2023, now seem positioned to become the default mass affluent option for many advisory firms.
ISS Market Intelligence Expands U.K. Product Offering with Launch of Adviser Clarity
Adviser Clarity addresses a critical gap in the U.K. asset management space, where data, analytics, and deeper insights into advisers with whom they do business remains essential for asset managers to stay ahead of the competition.
Responsiveness Nearly as Important as Performance in Cultivating Advisor Satisfaction, ISS Market Intelligence Study Finds
ISS Market Intelligence today announced the release of two studies surveying U.S.-based financial advisors and research analysts on their needs and satisfaction with the asset managers with whom they work.
Failure to launch – Q2 2023 Financial Adviser Sales Highlights
809 firms had £1 million
in net sales or more during the second quarter of 2023.
DC Plans Push Through Downturn, Prepare for Bounceback
Collective Investment Trusts have translated marginal advantages, particularly in cost, into significant increases in market share, ultimately capturing a plurality of DC plan assets as of the end of 2021.
Hit or Miss: A Six-month Review of our UK Fund Forecast
While 2022 ended and 2023 began with winds of caution, as estimated net flows crossed 0.1% just once between December to April, the month of May brought winds of hope, with net flows of close to 0.3% of beginning assets.
Progress Remains Elusive for Female Representation in Canadian Brokerage Industry, ISS Market Intelligence Finds
The industry recognizes the need for better female representation in brokerage but may need to redefine what success looks like and how quickly it can be achieved,” said Vince Linsley, Associate Director at ISS Market Intelligence.
Resilience, thy fund name is ESG
ESG integration could just be the secret to building a resilient fund business.
Advisors Warm Up to Fintech, but Most Remain Reliant on Home Offices
When crafting fintech solutions in these markets, it will be important for both asset managers and third-party providers to keep in mind advisors’ preferences and concerns. Ease of use was top of mind for the vast majority of advisors surveyed.
Come on Down, Fund Managers—the Price Is Right
In general, the challenge of AoV is that it is a one-sided measure. The AoV is focused far more on supply and suppliers’ actions than on demand and the actions and motivations of investors.