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…
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.
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?
Hit or miss: A six-month review of our UK Fund Forecast
Mixed funds continue to lead the way, and why wouldn’t they?
ISS Market Intelligence Forecasts Long-term U.S. AUM to Reach $29.8 Trillion by End of 2027
Fund managers will face familiar challenges over the next five years, ranging from continued pressure from passives to aging demographics. Newer concerns such as high inflation also will put managers to the test, at least in the near term,” said Christopher Davis, lead author and Head of U.S. Fund.