Windows into Defined Contribution, Q2 2024
CITs have accounted for a majority of passive DC assets since 2014 and grew to 61% by the end of 2022 for a total of $1.6 trillion in AUM.
Outlook Improves for U.K. Asset Managers as Net Sales Rise During the ISA Season
Nearly six in 10 (59%) of the U.K.’s largest funds groups grew net sales in the second quarter – the third straight quarter this figure has exceeded 50%, latest Pridham Report from ISS Market Intelligence (ISS MI) reveals.
The Importance of Brand in a Crowded Financial Services Market
An asset manager’s brand is a critical differentiator in a crowded marketplace. Not only do advisors need to trust any firm they are willing to let manage client money, but they rely on strong brands to guide their decision making in a commodified market.
Looking Beyond Assets Under Management: European Managers To Focus More On Revenue Growth
Active fund managers are likely to find new narratives if they hope to combat the market share losses seen in the US in the coming decade. Expect ETFs, Sustainability and the alternatives to be part of that story.
New Global Revenues Whitepaper from ISS Market Intelligence: Growing Revenues, Not Assets, New Name of the Game
Even with market share falling below 50% for the first time in the U.S. in 2023, the analysis quantifies active funds generating an estimated 86% of the revenues generated by long-term funds in 2023.
Under Pressure: U.S. Fund Managers Have A Revenue Growth Problem
The relationship between AUM and revenue growth has frayed. With assets growing fastest in places where fees are low, new AUM generates less revenue growth than it would have in earlier eras.
ISS Market Intelligence Launches MarketSage Research Platform, Delivering Unified Access to Global Research, Insights and Multimedia Solutions
The MarketSage platform unifies access to ISS MI’s extensive range of global research and insight content, delivering to clients and financial industry professionals a streamlined experience for accessing their subscriptions and learning about additional coverage areas.
Windows into Defined Contribution, Q1 2024
While mutual funds have lost market share to collective investment trusts among the largest defined contribution plans, they have held on stronger in the small- to mid-sized plan market.
Advisors Seeking Specialists on Complex Subjects, ISS MI Survey Shows
MarketPro provides actionable intelligence that enables asset and wealth management firms, insurance companies, service and technology providers to better target financial professionals including Registered Investment Advisors (RIAs), broker-dealers, trust companies, and insurance agents.
Another Model Quarter – Q1 2024 Financial Adviser Sales Highlights
There were 839 financial adviser firms with £1 million in net sales or more during this quarter.