Resources
By Region - North America
Quarterly Flows Across ETFs, Mutual Funds, and CITs Top $1 Trillion
Passive ETFs dominated overall activity, capturing $614.7 billion of net inflows. While active ETFs manage a much smaller asset base
Growing Wave Toward Independence Gains Steam Amid Shifting Wealth Management Channels
A net of more than 2,500 representatives left broker-dealer firms to join RIAs in 2025. Independent channels gathered the second
The Advisor Trends Powering ETF Growth and Portfolio Outsourcing
Understanding advisor sentiment is critical to understanding future asset flows. Advisors serve as the primary gatekeepers between asset managers and
How to Build Trusted Relationships with Family Offices
Family Offices remain selective as interest in private opportunities continues to expand. Attention is limited, expectations are high, and relationships
220 Active ETFs in One Quarter: The New Normal
Active ETF issuance has settled into a structurally elevated range, underscoring how fully the wrapper has been integrated into managers’
The Real Advisor Retirement Challenge: Succession, Not Supply
At first glance, the data looks alarming: baby boomers and the advisors serving them are reaching retirement age. However, Vince
Canadian Financial Assets Have Doubled and ETFs Are Leading the Market’s Transformation
Canadian household financial assets have more than doubled over the past decade, rising from $3.5T+ in 2014 to $7.5T+ in
Winning in the New Active ETF Landscape: What Managers Need to Know Now
Christopher Davis, U.S. Head of Research at ISS Market Intelligence, joined Asset TV to break down what this evolution means
3 Insights from Exchange 2026: Active ETF Momentum, Meeting Advisor Demand, and Winning in a Slower-Growth Backdrop
With MarketPulse, ISS MI integrates cleansed 13F data to show who owns what, how much, and when for each ETF—complete
Positive-sum Bond Market Boosted by ETFs
Since 2022, active mutual funds and ETFs have seen similar aggregate levels of demand, an impressive feat given the lower
A Snapshot of Women in Wealth and Asset Management Across the Globe
Our Global Head of Research, Goshka Folda, has spent more than three decades studying how the global wealth and asset
ISS Market Intelligence at Future Proof Citywide: From Citywide Conversations to Distribution Clarity
Firms are actively reassessing territory design, coverage models, and channel prioritization to uncover new growth opportunities without adding unnecessary complexity.