Outlook Improves for U.K. Asset Managers as Net Sales Rise During the ISA Season
Nearly six in 10 (59%) of the U.K.’s largest funds groups grew net sales in the second quarter – the third straight quarter this figure has exceeded 50%, latest Pridham Report from ISS Market Intelligence (ISS MI) reveals.
New Global Revenues Whitepaper from ISS Market Intelligence: Growing Revenues, Not Assets, New Name of the Game
Even with market share falling below 50% for the first time in the U.S. in 2023, the analysis quantifies active funds generating an estimated 86% of the revenues generated by long-term funds in 2023.
ISS Market Intelligence Launches MarketSage Research Platform, Delivering Unified Access to Global Research, Insights and Multimedia Solutions
The MarketSage platform unifies access to ISS MI’s extensive range of global research and insight content, delivering to clients and financial industry professionals a streamlined experience for accessing their subscriptions and learning about additional coverage areas.
Advisors Seeking Specialists on Complex Subjects, ISS MI Survey Shows
MarketPro provides actionable intelligence that enables asset and wealth management firms, insurance companies, service and technology providers to better target financial professionals including Registered Investment Advisors (RIAs), broker-dealers, trust companies, and insurance agents.
Are the Clouds About to Part for the UK Fund Industry? Key findings from the latest issue of The Pridham Report
2024 opened with elevated retail gross sales of UK domiciled funds compared to 2023. This included quarter-over-quarter and year-over-year sales growth in all three major asset classes.
ISS Market Intelligence Report Reveals 7% Decline in UK Multi-asset Fund Sales
Despite a marginal 2% increase within the broader financial adviser channel, the report uncovers challenges faced by various participants, with only 28% of fund managers registering growth in multi-asset fund sales.
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 financial professionals including Registered Investment Advisors (RIAs), broker-dealers, trust companies, and insurance agents.
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 11% growth compared to 2% for the entire investment fund channel on a trailing six-month gross sales basis.
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 at home.
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 asset managers rethinking their distribution strategy.