Resources
Research & Insights
ISS Market Intelligence Insights
U.S. Rep Movement Report: Independents and RIAs Continue to Gain Ground
The most common destination for departing reps was firms within the same distribution channel. However, a significant number of reps
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,
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
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