Large Blend Leads CITs and SMAs in Q1 2025 Fund Flows: Total Market Highlights, Part 2
Large Blend acted as the top inflow-gathering category across multiple vehicles in Q1 2025, including retail SMAs, CITs, and ETFs.
ETFs Lead $512B in Net Inflows as CITs Boost Net Commitments: Total Market Highlights Q1 2025, Part 1
Passive ETFs continued as the largest contributor to net flows at $276.5 billion, having gathered $452.8 billion the prior quarter. Active ETFs meanwhile grew net inflows from $103.0 billion in Q4 2024 to $119.6 billion in Q1 2025.
Active ETFs Continue to Gain Momentum, on Pace for Another Record-Breaking Year
Active ETFs dominated new product launches through the first half of 2025. The structure saw 396 new inceptions in the first six months of the year, eclipsing the 58 new active mutual funds and 60 new passive ETFs released over the same period.
Hit or Miss: Review of Our Mid-Year 2023 UK Fund Flow Forecast
Although the six-month period to November 2023 proved challenging for fund managers, pockets of opportunity remained. Opportunity could be found amongst GBP bond, US equity, Japanese equity, and more aggressive mixed funds.
Model Portfolios Poised to Become Leading Solution for U.K. Advisers
Based on ISS MI’s analysis showing that almost every financial adviser firm of size now uses at least one model, it seems clear that model portfolio providers have spread the word far and wide, so that model portfolios are poised to become the predominant portfolio solution amongst U.K. advisers.
ISS Market Intelligence Expands ESG and SFDR Information on Simfund Platform
These expanded data capabilities reflect our continued investment in Simfund as a market leading platform that enhances strategic, product, financial, and distribution decision-making for its users,” said Ben Doob, Managing Director and Head of ISS Market Intelligence.
ISS Market Intelligence Forecasts Long-term U.S. AUM to Reach $29.8 Trillion by End of 2027
Fund managers will face familiar challenges over the next five years, ranging from continued pressure from passives to aging demographics. Newer concerns such as high inflation also will put managers to the test, at least in the near term,” said Christopher Davis, lead author and Head of U.S. Fund.