ISS Market Intelligence Launches Annual Household Balance Sheet Report – Chapter One: “The Growth Forecast”

“We are cartographers offering insights into the Canadian financial future,” said Goshka Folda, Global Head of Research at ISS Market Intelligence. “By tracking the size and composition of the household balance sheet, we help our clients navigate the evolving financial terrain.”
ISS Market Intelligence Acquires Autus Data Services to Strengthen U.K. Intermediary Data Capabilities

This acquisition reflects our continued commitment to deepening our presence in the UK and providing an unmatched set of solutions to our clients. Autus brings both high-quality data and deep domain expertise that will further enhance our MarketPro platform, enabling us to serve a broader range of clients and use cases.
Crypto Fund Leaders Emerge as Genius Act Signals New Era for Digital Assets

As the U.S. Senate passes the landmark Genius Act—establishing the first federal framework for stablecoins—ISS Market Intelligence (ISS MI) reveals new insights into the rapidly evolving crypto fund landscape.
ISS MI Research Shows U.S. Asset Manager Profitability Rebounds in 2024, but Growth Ceiling Emerges

The industry’s profitability has rebounded, but the underlying economics are shifting. Firms are doing more with less.
Pridham Report: 54% of fund groups report net sales growth in Q1

Despite a challenging macroeconomic backdrop – with sticky inflation, shifting interest rate expectations and ongoing geopolitical tensions – Q1 2025 was notably calm.
ISS Market Intelligence adds new features to MarketPro

By putting greater emphasis on flows and allowing users to customise searches in a way that fits their needs, we can now offer the clearest and most dynamic view of month-on-month growth so firms can easily identify where the opportunities to drive value lie and create a clear plan for future action.
Model Portfolio Sales Accelerate in Second Half of 2024, Finds New ISS MI Research

In today’s cost-conscious environment, IFAs are opting to take a balanced approach to investing. Interestingly, this is occurring through both the selection of balanced solutions and through the blending of actively and passively oriented solutions.
Rep Movement Report: Movement to Independent, RIA Channels Driving Change

These trends signal an industry increasingly defined by fee-based models, regulatory-driven accountability, and the need for advisors to balance transactional flexibility with fiduciary standards.
Deciphering the US$6 Trillion Mystery: New Simfund Dataset Combines CIT, Mutual Fund and ETF Flows For The First Time

The CIT market has been a blind spot for asset managers for too long. By integrating Fund, ETF, and CIT flows into one unified dataset within Simfund, we are providing the tools and insights they need to navigate this US$6 trillion market with precision and clarity. This new dataset reflects ISS MI’s commitment to equipping asset managers with actionable insights to drive better outcomes for their clients.
Pridham Report: U.K. Fund Group Net Retail Sales Show Improvement

While sales bounced back in Q4 from Q3’s annual low, significant outflows in September and November make it clear that investor sentiment is still fragile. The end of Q4 resurgence was driven by investors being able to move beyond UK budget uncertainty and investors looking to profit from soaring markets following the US election.