ISS Market Intelligence adds new features to MarketPro
By putting greater emphasis on flows and allowing users to customise searches in a way that fits their needs, we can now offer the clearest and most dynamic view of month-on-month growth so firms can easily identify where the opportunities to drive value lie and create a clear plan for future action.
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.
Failure to launch – Q2 2023 Financial Adviser Sales Highlights
809 firms had £1 million
in net sales or more during the second quarter of 2023.
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.
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.
UK Financial Adviser Highlights: 2022 Q4 Report
Platforms that ranked #1 in terms of AUM with a respective financial adviser firm, accounted for all £1 billion of net flows.