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News & Press Releases

Pridham Report: Q3 disappoints after strong ISA season

November 20, 2024

As the wealth market in the UK has consolidated, it is more common to see partnerships between fund groups and

Multi-Asset Fund Sales Turn Positive for the First Time in Five Quarters

November 5, 2024

Net sales of multi-asset funds, in the U.K. turned positive for the first time in five quarters in Q2 reaching

ISS MI Advisors Pulse Research Reveals Digital Content’s Role in Investment Decision Making

October 24, 2024

The Advisor Pulse Series – Digital Content report is based on the results of over 600 interviews with U.S.-based financial

Model Portfolios Sell Out of UK Equities as Providers Go in Search of Gains

October 23, 2024

UK Model portfolio providers (MPPs) reduced their exposure to UK equities in the second quarter despite hiking their overall allocation

Model portfolio sales slowed in first half of 2024, finds new ISS MI research

October 1, 2024

Model portfolio sales grew just 6% over the course of H1 2024 both in aggregate and amongst individual firms using

ISS MI Research Reveals Advisors’ Increasing Preference for Active ETFs and Direct Indexing Solutions

September 25, 2024

When presented with the same investment strategy from a top asset manager across multiple vehicles, 60 percent of advisors expressed