Failure to launch – Q2 2023 Financial Adviser Sales Highlights
809 firms had £1 million
in net sales or more during the second quarter of 2023.
DC Plans Push Through Downturn, Prepare for Bounceback
Collective Investment Trusts have translated marginal advantages, particularly in cost, into significant increases in market share, ultimately capturing a plurality of DC plan assets as of the end of 2021.
Hit or Miss: A Six-month Review of our UK Fund Forecast
While 2022 ended and 2023 began with winds of caution, as estimated net flows crossed 0.1% just once between December to April, the month of May brought winds of hope, with net flows of close to 0.3% of beginning assets.
Progress Remains Elusive for Female Representation in Canadian Brokerage Industry, ISS Market Intelligence Finds
The industry recognizes the need for better female representation in brokerage but may need to redefine what success looks like and how quickly it can be achieved,” said Vince Linsley, Associate Director at ISS Market Intelligence.
Resilience, thy fund name is ESG
ESG integration could just be the secret to building a resilient fund business.
Advisors Warm Up to Fintech, but Most Remain Reliant on Home Offices
When crafting fintech solutions in these markets, it will be important for both asset managers and third-party providers to keep in mind advisors’ preferences and concerns. Ease of use was top of mind for the vast majority of advisors surveyed.
Come on Down, Fund Managers—the Price Is Right
In general, the challenge of AoV is that it is a one-sided measure. The AoV is focused far more on supply and suppliers’ actions than on demand and the actions and motivations of investors.
Fintech Finds Following, but Most Advisors Remain Reliant on Home Offices, ISS Market Intelligence Survey Shows
The survey, undertaken in May as part of the ongoing Selling Retail Investment Products Through Intermediaries research effort, measures advisor interest in financial technology provided by asset managers, home offices, and third-party sources.
Value is in the eye of the fund manager … err adviser … err investor … err regulator?
So how can one judge the value of a fund in isolation? Well, one logical answer would be to question whether a fund delivers, at a justified price, on its investment objective.
ISS Market Intelligence Releases Annual 529 Industry Analysis Report
The report, now in its 14th year, provides an in-depth analysis of the state of the 529 industry as well as the decision-making and product-selection processes of individual survey respondents regarding education saving choices.