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 and participant side.
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 that can walk investors through private and frequently opaque markets…
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 established managers will become equally—if not more—a story of efficiency.
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 more importantly, which players are winning the battle for inflows.
Whose Portfolio is it, Anyway? Tailoring Your Fund Distribution Approach to Fund Selector Demands

Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market. Not only does each constructor show distinct preferences, but they may also exhibit distinct engagement and support preferences.
The Future of Asset Management: ETFs, Alts, and Private Markets Reshape the Retail Landscape

While interest in active ETFs will likely not grow anywhere quickly enough to make up for the losses from active mutual funds, active fund buyers’ shift from mutual funds to ETFs could well put a giant pot of assets—about $1 trillion over five years—in play.
Have we hit the peak of the model portfolio adoption curve?

The model portfolio sector in the U.K. is at a crossroads. Following a sales boom in 2023, model portfolio (MPS) gross sales growth in the financial adviser channel in the U.K. slowed to just 6% during the first half of this year. This has left many people wondering: have we reached the peak of the […]
Simfund Total Market Highlights Q2 2024

Managed vehicles gathered $476.3 billion during Q2 2024, according to Simfund Total Market, a consolidated view of institutional and retail financial product data.
New Research Highlights the Crucial Role that Digital Content Plays in Financial Advisor Decision Making

Thought leadership content is a critical way for asset managers to promote their investment philosophy, display how their products respond to market conditions, and win over advisors.
Direct Indexing Opens Opportunities for Advisors to Pursue High-Net-Worth Clients

Direct indexing likely resonates with wirehouse advisors because it is an approach designed for ultra-high-net-worth clients that are most frequently found in the channel.