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Actionable insights, thought leadership, and research that facilitate decision-making and drive growth.
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Proprietary Datasets and Global Market Perspective
Unbiased data-driven research insights fueled by our unique and comprehensive suite of global data, analytics, benchmarking, and proprietary market intelligence. Aggregated and synthesized through unique market perspective and expertise.
Deep Industry Expertise
We’ve built a world-class research team with deep subject matter expertise and extensive market and industry knowledge. We’re financial services industry insiders on a global and regional scale.
Transforming Data Into Actionable Insights
Empowering strategic decision-making by transforming powerful datasets into actionable insights, enabling firms to
identify growth opportunities and drive engagement with target audiences.
Our Featured Reports
Advisor Pulse Series
Advisor Pulse is a series of research reports providing unique and timely advisor perspectives on the asset management landscape..
UK Portfolio Construction Uncovered
A comprehensive data-driven insight into portfolio solution selection and construction amongst retail advisers in the UK.
The Pridham
Report
The Pridham Report is unique for the information it provides to fund management groups in the UK, enabling them to track and benchmark their progress in the market.
Rep Movement Report
Stay informed about advisor movement in a rapidly changing industry with detailed coverage of RIA, BD dually registered, independents, and insurance reps.
Strategic Market Insights
MarketSage research, insights, and industry expertise is used widely across the financial services industry to inform decisions, identify market opportunities, and achieve both growth within current markets and expansion into new products and markets.
Our Latest Research Insights
5 Shifts in Financial Advisor Demographics Reshaping Asset Management Strategies
November 26, 2025
Access to robust financial advisor data, a precise advisor contact database, and sharper financial advisor marketing will define who stays
4 Things Asset and Wealth Managers Need to Know About Their Future Client
November 21, 2025
Market volatility, demographic shifts, and evolving client expectations are forcing industry leaders to rethink growth strategies and competitive positioning.
ISS MI’s MarketPulse Delivers the Intelligence Asset Managers Need to Stay Ahead
November 14, 2025
MarketPulse delivers unmatched integrated product intelligence, including both retail and institutional products; covering over $141 trillion dollars in AUM across
RESEARCH AND INSIGHTS
Our Experts and Research at Work
Resources & Blog
View weekly insights, blog entries, thought leadership and published research from industry experts.
MI Talk Podcast
Conversations about issues, trends, and developments that shape the market intelligence landscape.
Follow our Linkedin
Follow and connect with us on Linekdin to learn about the latest news from ISSMI.
Upcoming Events
Meet the ISS MI team! Join us and connect with our experts at these upcoming events across the country.
Assess Market Trends and Competitive Benchmarking
- Evaluate the most important market trends and impacts.
- Utilize research forecasts to identify and confirm medium and long-term market trends.
- Rank your firm relative to competitors and conduct a benchmarking analysis.
Identify Product and Channel Opportunities
- Understand the significant market and competitive opportunities driving product development or consolidation.
- Analyze how market demand is trending.
- Strategies to deepen penetration in existing or to enter new markets.
- Utilize product and channel forecasts to inform our strategy.
Enhance Distribution and Marketing
- Optimize your sales and distribution strategies.
- Identify opportunities to gain distribution shelf space.
- Segment and connect with your target audiences including intermediaries and gatekeepers.
- Utilize best practices to tailor your marketing strategies to enhance outreach effectiveness.
- Improve your operating model efficiency based on peer group or competitive benchmarking analysis.
Intermediary and Investor Priorities
- Better understand issues driving advisors and intermediaries.
- Analyze advisor and intermediary perspectives on specific asset managers and insurance/annuity providers.
- Ensure we are meeting regulatory obligations.
- Evaluate how competitors, industry participants, and regulators navigate regulatory changes.
We Cover the Global Financial Services Landscape
The MarketSage research platform provides access to a comprehensive array of global research solutions spanning every part of the financial services industry.
MarketSage Solutions Suite
We’ve built a world class research and thought leadership team, providing actionable insights powered by data and deep expertise, designed to meet your growth needs.
Comprehensive Datasets Powering Our Research
Proprietary Datasets
Integrated and Normalized Third Party Data
Primary Research: Qualitative and Quantitative
Client-Supplied Data (Consortia)
AI-Generated Predictive Analytics
Derived Datasets and Signals
A wide array of research offerings tailored to your needs
Thought Leadership and Insights
Global Investor Wealth Trends and Forecasts
Sentiment and Behavioral Research
Peer and Competitive Benchmarking
Industry, Product, and Distribution Analysis
Topical Reports and Custom Research Studies
Extensive global industry coverage spanning key segments
Asset Management (Retail and Institutional)
Wealth Management
Insurance and Annuities
Retirement (DC and Superannuation)
Managed Accounts
Fintech
Retail Banking
Household Wealth (Investors)
529/ABLE
Global Data Coverage
Research Reports Produced/Year
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Unique Intermediary and Gatekeeper Survey Interviews/Year
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Service Requests and Interviews/Year
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