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 firm they are willing to let manage client money, but they rely on strong brands to guide their decision making in a commodified market.
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 the US in the coming decade. Expect ETFs, Sustainability and the alternatives to be part of that story.
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 AUM generates less revenue growth than it would have in earlier eras.
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.
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 on stronger in the small- to mid-sized plan market.
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.
A Tale of Two Multi-Asset Solutions
2023’s net sales gap of £10.5 billion between MPS and multi-asset funds represents a significant rise from the £4.6 billion gap recorded in 2022.