Resources
Insights, thought leadership, case studies, and more
CIT Assets Reach New Heights: Exploring the US$6tn Opportunity
Collective investment trusts have aggressively pursued opportunities within retirement channels that were historically built around, and provided greater protection for,
Deciphering the US$6 Trillion Mystery: New Simfund Dataset Combines CIT, Mutual Fund and ETF Flows For The First Time
The CIT market has been a blind spot for asset managers for too long. By integrating Fund, ETF, and CIT
Pridham Report: U.K. Fund Group Net Retail Sales Show Improvement
While sales bounced back in Q4 from Q3’s annual low, significant outflows in September and November make it clear that
Windows into DC, Q4 2024: Defined contribution net flows return to pre-pandemic levels
Despite significant headwinds in withdrawals, gross inflows have reached new records every year since 2009, supported from both the employer
Private Credit Leads Advisor Alternative Investments
Advisors’ interest in alternatives has been strongest within private credit. The complexity of alternatives raises the importance of financial advisors
The Fund Manager’s Dilemma: Sales and revenue growth becoming disconnected as competition for MPS mandates puts pricing front and center
Asset managers are being pushed to increase their share of industry revenue to steady the top line. Profitability for most
ISS MI Research Shows Increase in Advisors Investing in Alternatives, With Private Credit Leading Alternative Investments
Financial advisors are critical in bridging the gap between complex alternative markets and investors’ needs, serving as partners to asset
Four things to watch out for in the next Pridham Report
It is vital for managers to have a clear picture of who is buying which funds and why. And, perhaps
Whose Portfolio is it, Anyway? Tailoring Your Fund Distribution Approach to Fund Selector Demands
Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market.