Resources
Quarterly Updates
Windows into DC, Q4 2024: Defined contribution net flows return to pre-pandemic levels
Despite significant headwinds in withdrawals, gross inflows have reached new records every year since 2009, supported from both the employer
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
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
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
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.
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