Why RIAs Are a Driving Force in the ETF Boom
RIAs account for 63% of active ETF ownership within advised channels and nearly half of index ETF ownership, far surpassing wirehouses, banks, independent broker‑dealers, and TAMPs.
Meet ISS MI’s Team at Schwab IMPACT 2025 – Booth #720 in Denver!
Whether you’re looking to enhance your market strategy, gain competitive insights, or discover new opportunities, we’re here to help.
Four things to watch out for in the next Pridham Report
It is vital for managers to have a clear picture of who is buying which funds and why. And, perhaps more importantly, which players are winning the battle for inflows.
Pridham Report: Q3 disappoints after strong ISA season
As the wealth market in the UK has consolidated, it is more common to see partnerships between fund groups and distribution groups leading to larger wins and losses.
Multi-Asset Fund Sales Turn Positive for the First Time in Five Quarters
Net sales of multi-asset funds, in the U.K. turned positive for the first time in five quarters in Q2 reaching £0.5 billion, according to new data from ISS Market Intelligence (ISS MI).
ISS MI’s Advisor Pulse Research Reveals Digital Content’s Role in Investment Decision Making
The Advisor Pulse Series – Digital Content report is based on the results of over 600 interviews with U.S.-based financial advisors in September 2024.
Model Portfolios Sell Out of UK Equities as Providers Go in Search of Gains
UK Model portfolio providers (MPPs) reduced their exposure to UK equities in the second quarter despite hiking their overall allocation to equities in a bid to boost returns, new data from ISS Market Intelligence reveals.
Model portfolio sales slowed in first half of 2024, finds new ISS MI research
Model portfolio sales grew just 6% over the course of H1 2024 both in aggregate and amongst individual firms using model portfolios, down from 13% in the same period a year earlier. Channel gross sales meanwhile grew by 14%.
ISS MI Research Reveals Advisors’ Increasing Preference for Active ETFs and Direct Indexing Solutions
When presented with the same investment strategy from a top asset manager across multiple vehicles, 60 percent of advisors expressed a preference for ETFs, while only 15 percent cited mutual funds.
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.