Fewer Seeds (Funds) Being Planted as European Investment Flows Have Evaporated
The heady days of the pandemic, where equity returns shot for the moon and savings accounts swelled are over. The economic and household finance script has now flipped to a more pessimistic tone. Unsurprisingly, the pace of European-domiciled fund launches has slowed considerably in 2023.
The Active ETF Race is On. What Are the Odds of Winning?
While active managers have been right to focus on ETFs, most have seen disappointing results for their efforts. Historically, the odds of reaching sufficient scale to generate meaningful revenues have been slim.
Mutual Fund Sales to See Relief from Drought Conditions, but Expect the Climate to Remain Weak
Active mutual fund managers will continue to face ongoing market share losses over the next five years, albeit at a much slower pace. ISS MI forecasts active mutual fund market share falling another seven percentage points, finishing the five-year period with 42% share.
ISS MI Five-Year Growth Outlook for Funds: Assets to Rise by $12 trillion, Bond Funds to Regain Share
Managers who can adapt to the challenges of the next half decade will have a crack at a much larger pie: ISS MI’s 2024-2028 outlook pegs 2028 AUM at $37.4 trillion.
ISS Market Intelligence Forecasts Long-term U.S. AUM to Reach $37.4 Trillion by End of 2028
The report projects that long-term assets under management (AUM) will climb approximately $12 trillion from 2024 to 2028, to an estimated $37.4 trillion by the end of 2028.
Gone Fishing (For Sales Leads)
Through Financial Clarity and Adviser Clarity clients can see both the concentration of fish across different ponds and the type of fish residing in each. Insights that can be leveraged to efficiently allocate sales resources based on the richness of the waters.
Model Portfolios Remain a Key Driver of U.K. Gross Fund Sales, ISS Market Intelligence Finds
Model portfolio services have grown by leaps and bounds in the past decade and, as evidenced by ISS MI’s analysis of the first half of 2023, now seem positioned to become the default mass affluent option for many advisory firms.
ISS Market Intelligence Expands U.K. Product Offering with Launch of Adviser Clarity
Adviser Clarity addresses a critical gap in the U.K. asset management space, where data, analytics, and deeper insights into advisers with whom they do business remains essential for asset managers to stay ahead of the competition.
Windows into Defined Contribution, Q2 2023
The more fragmented nature of the advisor-sold market has helped mutual funds hold on as a default choice, as CIT providers must seek out a larger number of plans to account for the same level of assets.
Responsiveness Nearly as Important as Performance in Cultivating Advisor Satisfaction, ISS Market Intelligence Study Finds
ISS Market Intelligence today announced the release of two studies surveying U.S.-based financial advisors and research analysts on their needs and satisfaction with the asset managers with whom they work.