Summary:
This month’s episode features two familiar guests, ISS Market Intelligence’s Mark Hamper, Head of Client Data Strategy – Global Distribution Intelligence, and Benjamin Reed-Hurwitz, EMEA Research Leader. Mark and Benjamin join our host Goshka Folda, Global Head of Research at ISS MI, to discuss the rise of model portfolios and their significance to fund flows in the UK, which allows advisers to outsource asset allocation and fund selection, seems well-positioned to capitalize on the ongoing shift away from the “adviser as portfolio manager” value proposition narrative. The dislocation of the investment process away from the adviser, however, will add complexity to the wholesaling equation and may necessitate a rethink of determining wholesalers’ number one target.
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About the series:
MI Talk, a podcast series brought to you by ISS Market Intelligence (MI), delivers global coverage of developments in the asset management, wealth management, insurance, and distribution industries. Each episode features ISS MI’s experts in conversation about topical issues, trends, and developments that are shaping the market intelligence landscape, specifically, and global financial services industry more broadly. Financial services professionals focused on funds, annuities, insurance, mortgages, and related areas will find MI Talk particularly helpful in staying abreast of what’s of import across the industry.