Simfund Platform Launches Comprehensive Fee and Expense Intelligence for U.K. 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.
Branding Is A Collaborative Act
The top five brands identified by advisors as “best-in-class” are American Funds, Vanguard, BlackRock, JPMorgan, and First Trust.
Will Q1 Showers Bring Q2 Flowers for Financial Advisers?
A reversal in fortune was seen amongst wrappers with ISA net flows returning to positive after two consecutive quarters of outflows, and GIA accounts going into outflows after driving much of the positive flow activity in 2022.
ISS Market Intelligence: ESG Funds Weather Market, Political Storms of 2022
While 2022 revealed ESG products as hardly immune to broader pressures, their resilience amid challenging conditions should quell concerns that buyers would bail at the first sign of trouble,” said Christopher Davis, lead author of the report and Head of U.S. Fund Research at ISS MI.
Windows into Defined Contribution, Q1 2023
Goods-producing sectors are, as with employment figures, a relative minority, but represent an outsized proportion of DC assets. They accounted for 23% of active participants in DC plans as of year-end 2021 but made up 32% of industry assets over the same period.
American Funds, Vanguard, BlackRock, JP Morgan, and First Trust Deemed Best-in-Class Brands by Advisors, ISS Market Intelligence Study Finds
Survey findings show that 86 percent of advisors believe a strong brand is an important attribute when recommending asset managers to clients, with wirehouse advisors in particular, at 90 percent, placing value on a strong brand.
Conversation Starters: Boosting Advisor Engagement with Value-Add Programs
More than half (55%) of advisors overall ranked new client/business development as one of their top 3 challenges in 2023, making it the most frequently cited concern.
The €100 Million Fund Challenge
Based on our sample, a fund’s early success is tied to its launch and that first quarter is a critical one.
An ESG Fund By Any Other Name
Our headline results therefore fit what most will have expected and/or wanted to observe. Funds purporting to be greener—or at least those more forward on marketing their ESG credentials—are on average greener.
Looking Back and Moving Forward: A Data-Driven Approach with Flowspring
A closer examination of the key trends and developments that shaped the industry in 2022 is essential for understanding where we may be headed next.