Model Portfolio Sales Accelerate in Second Half of 2024, Finds New ISS MI Research
In today’s cost-conscious environment, IFAs are opting to take a balanced approach to investing. Interestingly, this is occurring through both the selection of balanced solutions and through the blending of actively and passively oriented solutions.
U.K. Model Portfolios Outperform Overall Fund Sales, ISS Market Intelligence Finds
The report highlights a significant surge in model portfolio investment fund sales in the second half of the year, an 11% growth compared to 2% for the entire investment fund channel on a trailing six-month gross sales basis.
Model Portfolios Remain a Key Driver of U.K. Gross Fund Sales, ISS Market Intelligence Finds
Model portfolio services have grown by leaps and bounds in the past decade and, as evidenced by ISS MI’s analysis of the first half of 2023, now seem positioned to become the default mass affluent option for many advisory firms.