Resources
Research & Insights
ISS Market Intelligence Insights
Topic: Fund Intelligence
ISS MI Five-Year Growth Outlook for Funds: Assets to Rise by $12 trillion, Bond Funds to Regain Share
October 24, 2023
Managers who can adapt to the challenges of the next half decade will have a crack at a much larger
Gone Fishing (For Sales Leads)
October 2, 2023
Through Financial Clarity and Adviser Clarity clients can see both the concentration of fish across different ponds and the type
Windows into Defined Contribution, Q2 2023
September 11, 2023
The more fragmented nature of the advisor-sold market has helped mutual funds hold on as a default choice, as CIT
Failure to launch – Q2 2023 Financial Adviser Sales Highlights
August 16, 2023
809 firms had £1 million
in net sales or more during the second quarter of 2023.
DC Plans Push Through Downturn, Prepare for Bounceback
August 10, 2023
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
August 1, 2023
While 2022 ended and 2023 began with winds of caution, as estimated net flows crossed 0.1% just once between December