Fixed Income and Money Market Funds Lead April Market Sell-Off
After the announcement of widespread tariffs, investors reacted sharply. Weekly data, however, displayed less of a flight to safety and more a search for liquidity. Investors redeemed most heavily from their fixed income and money market holdings.
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.
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.
ISS Market Intelligence Projects U.S. AUM to Hit $43.6 trillion by 2029 Amid Surge in Active Strategies and Liquid Alternatives
Our research underscores a pivotal transformation in the investment landscape. The convergence of increased market complexity and investor sophistication is driving the shift toward active strategies and liquid alternatives.
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.
Multi-Asset Fund Sales Turn Positive for the First Time in Five Quarters
Net sales of multi-asset funds, in the U.K. turned positive for the first time in five quarters in Q2 reaching £0.5 billion, according to new data from ISS Market Intelligence (ISS MI).
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.
ISS MI’s Advisor Pulse Research Reveals Digital Content’s Role in Investment Decision Making
The Advisor Pulse Series – Digital Content report is based on the results of over 600 interviews with U.S.-based financial advisors in September 2024.
Model Portfolios Sell Out of UK Equities as Providers Go in Search of Gains
UK Model portfolio providers (MPPs) reduced their exposure to UK equities in the second quarter despite hiking their overall allocation to equities in a bid to boost returns, new data from ISS Market Intelligence reveals.