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.
Article 8: Too big to not fail
Are article 8 funds a victim of their success? Since the ink dried on SFDR in 2019, investment funds classified as Article 8 have collected over $4 trillion in assets across 8,500 funds…
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.
Alternatives Regain Popularity Amid Reset
The increasing market share of heavily passive ETFs have increased pressure on many managers. Alternative assets’ heavy representation in active strategies can help enhance their appeal to players under pressure.
Windows into Defined Contribution, Q4 2022
Improvements in job markets and general financial conditions in 2021 translated to accelerating contributions. Inflows overall grew by 9.9% from the prior year, totaling $590.8 billion.
UK Financial Adviser Highlights: 2022 Q4 Report
Platforms that ranked #1 in terms of AUM with a respective financial adviser firm, accounted for all £1 billion of net flows.
After a Dreary Decade, a Brightening Backdrop for Alts
We expect demand will remain strong in the years ahead. ISS MI’s 2023-2027 outlook projects nearly $240 billion in alternative fund flows over five years, a 12% annual organic growth rate. On the back of brisk sales, AUM is projected to rise 15% annually to almost $620 billion.
Active ETFs Emerge, Seeking to Soar
Active ETFs that come to market will continue to face similar obstacles as actively-managed products more broadly. Active ETF managers without top-quartile long-term results and bottom-quartile fees will struggle to attract assets, just as they have in the mutual fund arena.
The Hangover: Will Fund Flows Recover in 2023?
Can investors be persuaded to move money off the sidelines and into the markets? If so, which strategies will prove most compelling?
For Active Managers, AUM a Weakening Indicator of Financial Success
Even controlling a minority of the assets, active managers will still generate most of the fund industry’s revenue growth over the next half decade. While no longer the industry’s growth engine, active management will still be its biggest money maker.