Bharat – A Tiger Ready to Roar
Although the Indian mutual fund industry dates back over 60 years, it is in the last decade that its growth has started to turn heads. Notably, this growth has been driven not just by investment performance, but also by fund flows from an expanding investor base.
ISS MI Enhances Discovery Data MarketPro Platform with Comprehensive Branch Profiles
The addition of Branch Profiles offers users a unique industry snapshot and greater transparency through enhanced data on individual branches within financial services firms.
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.
The Place to Be: Identifying Your Land of Opportunity
The UK domicile outshines the five other domiciles when it comes to AUMs achieved by active equity funds in their first 12 to 60 months. The success achieved in each domicile, however, is likely proportional to the marketing and distribution capabilities of each manager.
Majority of Advisors Shift to ETFs, ISS Market Intelligence Survey Research Finds
Product excellence is a necessary but insufficient ingredient for success in the active ETF arena. The right packaging, sales, and distribution strategies are essential. Getting those right is impossible without understanding the role advisors see them playing in their client portfolios
Run Fund Run! Launching Funds May be More of a Sprint than a Marathon
Simfund’s newly-minted dataset reveals that just 25% of European-domiciled funds achieved the magic $100 million-AUM figure by their first birthday. The first year is also shown as the most important year for attracting assets. After year one, the odds drop significantly.
Investor Economics Household Balance Sheet Report: Canadian Household Financial Wealth Projected to Hit C$11 Trillion by 2032
The 2023 Household Balance Sheet Report forecasts Canada’s household financial wealth (investable assets) to expand from the 2022 year-end figure of C$6.186 trillion to C$ $11.244 trillion by the end of 2032, on a projected 10-year CAGR of 6.2 percent.
When it rains it pours – Q3 2023 Financial Adviser Sales Highlights
There were 644 financial adviser firms with £1 million in net sales or more during this quarter.
ISS Market Intelligence Signs Expression of Interest to Acquire Assets of The Pridham Report
Adding the Pridham Report to our U.K.- and EMEA-focused solutions would further our ability to help clients understand their competitive position and market trends affecting their growth across both retail and institutional channels
Simfund Platform Launches Comprehensive Fee and Expense Intelligence for Irish Domiciled Funds
The comprehensive fee and expense intelligence covers over 100 unique data attributes, is captured at the share class level, and is updated annually and refreshed monthly.