ISS Market Intelligence Forecasts Long-term U.S. AUM to Reach $37.4 Trillion by End of 2028
The report projects that long-term assets under management (AUM) will climb approximately $12 trillion from 2024 to 2028, to an estimated $37.4 trillion by the end of 2028.
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.
Resilience, thy fund name is ESG
ESG integration could just be the secret to building a resilient fund business.
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.
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.
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.
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.
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…