Simfund Total Market Highlights Q2 2024
Managed vehicles gathered $476.3 billion during Q2 2024, according to Simfund Total Market, a consolidated view of institutional and retail financial product data.
New Research Highlights the Crucial Role that Digital Content Plays in Financial Advisor Decision Making
Thought leadership content is a critical way for asset managers to promote their investment philosophy, display how their products respond to market conditions, and win over advisors.
Direct Indexing Opens Opportunities for Advisors to Pursue High-Net-Worth Clients
Direct indexing likely resonates with wirehouse advisors because it is an approach designed for ultra-high-net-worth clients that are most frequently found in the channel.
Interest in Active ETFs Is Growing, but Passive ETFs Continue to Dominate Advisor Preferences
While passive ETFs have been the largest driver of the activity, and account for more than 90% of ETF assets, interest in active ETFs has also grown steadily.
Windows into Defined Contribution, Q2 2024
CITs have accounted for a majority of passive DC assets since 2014 and grew to 61% by the end of 2022 for a total of $1.6 trillion in AUM.
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.
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.
Another Model Quarter – Q1 2024 Financial Adviser Sales Highlights
There were 839 financial adviser firms with £1 million in net sales or more during this quarter.