Latest Research from ISS Market Intelligence Reveals What’s Driving Revenue Growth for Today’s Leading Asset Managers
Every asset manager today is asking the same question, and that is: How do I reignite revenue growth?
Track the Trends Shaping Portfolios and Economies: Introducing Thematic Tagging in MarketPulse
Thematic funds aim to capture long-term structural changes. As of June 2025, U.S.-listed thematic fund assets have grown from $72B in 2018 to $223B—nearly threefold in just six years. MarketPulse US gives you a structured view into this fast-evolving space.
The Active ETF Advantage: Unlocking Growth in a Shifting Investment Landscape
Active ETF assets under management have grown tenfold since 2019, reaching over $1 trillion by May 2025. This surge is not just a headline; it’s a signal of deeper changes in investor behavior, advisor preferences, and product strategy.
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.
Launches and Liquidations Q1 2025: Mutual Funds vs. ETFs
In this dynamic landscape, an impressive total of 195 new funds were introduced in just the first three months—a figure that more than doubles the 94 new funds recorded in the same period last year, Q1 2024 .
Whose Portfolio is it, Anyway? Tailoring Your Fund Distribution Approach to Fund Selector Demands
Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market. Not only does each constructor show distinct preferences, but they may also exhibit distinct engagement and support preferences.
The Future of Asset Management: ETFs, Alts, and Private Markets Reshape the Retail Landscape
While interest in active ETFs will likely not grow anywhere quickly enough to make up for the losses from active mutual funds, active fund buyers’ shift from mutual funds to ETFs could well put a giant pot of assets—about $1 trillion over five years—in play.
ISS Market Intelligence Projects U.S. AUM to Hit $43.6 trillion by 2029 Amid Surge in Active Strategies and Liquid Alternatives
Our research underscores a pivotal transformation in the investment landscape. The convergence of increased market complexity and investor sophistication is driving the shift toward active strategies and liquid alternatives.
Have we hit the peak of the model portfolio adoption curve?
The model portfolio sector in the U.K. is at a crossroads. Following a sales boom in 2023, model portfolio (MPS) gross sales growth in the financial adviser channel in the U.K. slowed to just 6% during the first half of this year. This has left many people wondering: have we reached the peak of the […]
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.