BLOG
Resources
Insights, thought leadership, case studies, and more
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
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
Windows into Defined Contribution, Q2 2023
The more fragmented nature of the advisor-sold market has helped mutual funds hold on as a default choice, as CIT
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
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
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
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
Resilience, thy fund name is ESG
ESG integration could just be the secret to building a resilient fund business.