U.K. Model Portfolios Outperform Overall Fund Sales, ISS Market Intelligence Finds
The report highlights a significant surge in model portfolio investment fund sales in the second half of the year, an 11% growth compared to 2% for the entire investment fund channel on a trailing six-month gross sales basis.
New Brit ISA Policy: ISS MI Data Shows Decline in Demand Across Europe for Domestic Investments
European investors and fund selectors are increasingly investing abroad in search of equity returns and are leaving their home bias at home.
Demand for home-based investments declining across Europe
Once the equity taps turn on again and the money starts flowing back in, European equity funds—country specific or broad—may not regain their footing. European investors’ approach to equity selection appears to no longer be centered on home soil. Funds investing abroad may instead find richer waters.
Windows into Defined Contribution, Q4 2023
Gross inflows have increased year-over-year even as net figures plunged, with gross contributions from both employers and participants recording steady growth.
ISS Market Intelligence Report Reveals Scale as Key Driver for RIA Growth
The concentration of assets and RIA firms, wholesaling coverage challenges, growing centralized access, and blurring distinctions between advisor channels have asset managers rethinking their distribution strategy.
Bharat – A Tiger Ready to Roar
Although the Indian mutual fund industry dates back over 60 years, it is in the last decade that its growth has started to turn heads. Notably, this growth has been driven not just by investment performance, but also by fund flows from an expanding investor base.
ISS MI Enhances Discovery Data MarketPro Platform with Comprehensive Branch Profiles
The addition of Branch Profiles offers users a unique industry snapshot and greater transparency through enhanced data on individual branches within financial services firms.
Hit or Miss: Review of Our Mid-Year 2023 UK Fund Flow Forecast
Although the six-month period to November 2023 proved challenging for fund managers, pockets of opportunity remained. Opportunity could be found amongst GBP bond, US equity, Japanese equity, and more aggressive mixed funds.
The Place to Be: Identifying Your Land of Opportunity
The UK domicile outshines the five other domiciles when it comes to AUMs achieved by active equity funds in their first 12 to 60 months. The success achieved in each domicile, however, is likely proportional to the marketing and distribution capabilities of each manager.
Majority of Advisors Shift to ETFs, ISS Market Intelligence Survey Research Finds
Product excellence is a necessary but insufficient ingredient for success in the active ETF arena. The right packaging, sales, and distribution strategies are essential. Getting those right is impossible without understanding the role advisors see them playing in their client portfolios