Resources
Insights, thought leadership, case studies, and more
The Importance of Brand in a Crowded Financial Services Market
An asset manager’s brand is a critical differentiator in a crowded marketplace. Not only do advisors need to trust any
Looking Beyond Assets Under Management: European Managers To Focus More On Revenue Growth
Active fund managers are likely to find new narratives if they hope to combat the market share losses seen in
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
Under Pressure: U.S. Fund Managers Have A Revenue Growth Problem
The relationship between AUM and revenue growth has frayed. With assets growing fastest in places where fees are low, new
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
Windows into Defined Contribution, Q1 2024
While mutual funds have lost market share to collective investment trusts among the largest defined contribution plans, they have held
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
Another Model Quarter – Q1 2024 Financial Adviser Sales Highlights
There were 839 financial adviser firms with £1 million in net sales or more during this quarter.
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