ISS Market Intelligence: ESG Funds Weather Market, Political Storms of 2022
While 2022 revealed ESG products as hardly immune to broader pressures, their resilience amid challenging conditions should quell concerns that buyers would bail at the first sign of trouble,” said Christopher Davis, lead author of the report and Head of U.S. Fund Research at ISS MI.
American Funds, Vanguard, BlackRock, JP Morgan, and First Trust Deemed Best-in-Class Brands by Advisors, ISS Market Intelligence Study Finds
Survey findings show that 86 percent of advisors believe a strong brand is an important attribute when recommending asset managers to clients, with wirehouse advisors in particular, at 90 percent, placing value on a strong brand.
Model Portfolios Poised to Become Leading Solution for U.K. Advisers
Based on ISS MI’s analysis showing that almost every financial adviser firm of size now uses at least one model, it seems clear that model portfolio providers have spread the word far and wide, so that model portfolios are poised to become the predominant portfolio solution amongst U.K. advisers.
ISS Market Intelligence Expands ESG and SFDR Information on Simfund Platform
These expanded data capabilities reflect our continued investment in Simfund as a market leading platform that enhances strategic, product, financial, and distribution decision-making for its users,” said Ben Doob, Managing Director and Head of ISS Market Intelligence.
ISS Market Intelligence Forecasts Long-term U.S. AUM to Reach $29.8 Trillion by End of 2027
Fund managers will face familiar challenges over the next five years, ranging from continued pressure from passives to aging demographics. Newer concerns such as high inflation also will put managers to the test, at least in the near term,” said Christopher Davis, lead author and Head of U.S. Fund.
ISS Market Intelligence Expands Discovery Data MarketLink API Platform with Launch of Financial Services Solution
By both expanding the scope of data available and significantly enhancing our delivery and integration flexibility, we expect Discovery Data MarketLink API for Financial Services to prove to be a game-changer for our clients in the financial services industry.