Resources
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Fewer Seeds (Funds) Being Planted as European Investment Flows Have Evaporated
The heady days of the pandemic, where equity returns shot for the moon and savings accounts swelled are over. The
The Active ETF Race is On. What Are the Odds of Winning?
While active managers have been right to focus on ETFs, most have seen disappointing results for their efforts. Historically, the
Case Study: AAA – Recruiting the Right Agents
By engaging with Discovery Data’s MarketPro intelligence platform and email and call center MarketReach services…
Mutual Fund Sales to See Relief from Drought Conditions, but Expect the Climate to Remain Weak
Active mutual fund managers will continue to face ongoing market share losses over the next five years, albeit at a
ISS MI Five-Year Growth Outlook for Funds: Assets to Rise by $12 trillion, Bond Funds to Regain Share
Managers who can adapt to the challenges of the next half decade will have a crack at a much larger
ISS Market Intelligence Forecasts Long-term U.S. AUM to Reach $37.4 Trillion by End of 2028
The report projects that long-term assets under management (AUM) will climb approximately $12 trillion from 2024 to 2028, to an
Gone Fishing (For Sales Leads)
Through Financial Clarity and Adviser Clarity clients can see both the concentration of fish across different ponds and the type
Model Portfolios Remain a Key Driver of U.K. Gross Fund Sales, ISS Market Intelligence Finds
Model portfolio services have grown by leaps and bounds in the past decade and, as evidenced by ISS MI’s analysis
ISS Market Intelligence Expands U.K. Product Offering with Launch of Adviser Clarity
Adviser Clarity addresses a critical gap in the U.K. asset management space, where data, analytics, and deeper insights into advisers