Resources
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ISS MI Enhances MarketPro Platform with Private Funds Intelligence
MarketPro provides actionable intelligence that enables asset and wealth management firms, insurance companies, service and technology providers to better target
A Tale of Two Multi-Asset Solutions
2023’s net sales gap of £10.5 billion between MPS and multi-asset funds represents a significant rise from the £4.6 billion
U.K. Model Portfolios Outperform Overall Fund Sales, ISS Market Intelligence Finds
The report highlights a significant surge in model portfolio investment fund sales in the second half of the year, an
New Brit ISA Policy: ISS MI Data Shows Decline in Demand Across Europe for Domestic Investments
European investors and fund selectors are increasingly investing abroad in search of equity returns and are leaving their home bias
Demand for home-based investments declining across Europe
Once the equity taps turn on again and the money starts flowing back in, European equity funds—country specific or broad—may
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
Windows into Defined Contribution, Q4 2023
Gross inflows have increased year-over-year even as net figures plunged, with gross contributions from both employers and participants recording steady
ISS Market Intelligence Report Reveals Scale as Key Driver for RIA Growth
The concentration of assets and RIA firms, wholesaling coverage challenges, growing centralized access, and blurring distinctions between advisor channels have
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.