Resources
By Region - North America

CIT Adoption Moves Down Market as DC Plans Continue to Evolve
The largest DC plans wield immense influence on the overall market. Only 1,092 plans oversaw more than $1 billion in

ETF Growth Reshaping Distribution Networks Across Canada
The ongoing transformation of the investment landscape across Canada is rapidly intensifying as ETFs continue to gain traction across distribution

Three Predictions for the Future of Education and Retirement Savings
U.S. retirement assets have reached $45.8 trillion, with 401(k) plans accounting for $13 trillion in 2025. Yet only 14.5% of

Meet ISS MI’s Team at Schwab IMPACT 2025 – Booth #720 in Denver!
Whether you’re looking to enhance your market strategy, gain competitive insights, or discover new opportunities, we’re here to help.

Active ETF Launches Hit New Record
Not only did active ETFs cross $1 trillion in assets in May, but September saw them set records for both

Introducing our Fund Rationalization Model: The Industry’s First Predictive Fund Evaluation Tool
Trained on historical removal outcomes, MarketPro Retirements new Fund Rationalization Model analyzes 9 factors for passive funds and 12 for