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.