The financial industry will gather in Boston next week for the Money Management Institute (MMI) Annual Conference, bringing together leaders across asset management, wealth management, retirement, and advisory solutions to discuss the trends shaping the future of the business.
As a Bronze Sponsor, ISS Market Intelligence is looking forward to joining the conversation and connecting with industry peers throughout the event. If you’re attending, stop by Booth #124 at the MMI Solutions Center to meet our team and learn how firms are using data and intelligence to uncover opportunities, strengthen distribution strategies, and navigate a rapidly evolving marketplace.
Turning Data Into Growth Opportunities
Across wealth and asset management, firms are facing several changes. Consolidation continues to reshape advisor distribution channels, demand for retirement solutions is accelerating, and competitive pressures are increasing across products, firms, and distribution teams.
At MMI, our team will be sharing how ISS Market Intelligence helps organizations address these challenges through data-driven insights across the financial ecosystem.
Whether your focus is asset management, retirement, or intermediary distribution, we’ll be available to discuss:
- Advisor, team, and firm intelligence, including how industry consolidation is influencing distribution strategies
- Retirement distribution trends, including the continued growth of pooled employer plans (PEPs) and multiple employer plans (MEPs)
- Competitive intelligence, asset flows, and market share analysis
- Identifying and prioritizing ETF sales opportunities using institutional ownership and holdings data
Explore the 13F Revenue Opportunities Dashboard
One topic we’ll be highlighting at the conference is our 13F Revenue Opportunities Dashboard, a powerful solution designed to help ETF issuers uncover distribution opportunities hidden within institutional holdings data.
The dashboard transforms complex 13F filings into actionable intelligence, helping sales and distribution teams identify target firms, prioritize outreach efforts, and focus on opportunities with the greatest potential impact.
If you’re interested in learning how institutional ownership data can support ETF growth strategies, we’d be happy to provide a personalized demonstration during the conference.
Meet the Team in Boston
Members of the ISS Market Intelligence team attending the conference include:
The team is looking forward to connecting with attendees, sharing ideas, and exploring ways ISS Market Intelligence can support business growth across the wealth and asset management ecosystem.
Connect With ISS MI at Booth #124
If you’re attending the MMI Annual Conference, be sure to stop by Booth #124 to meet the team and learn more about our data, analytics, and intelligence solutions.
Want to schedule time in advance? Explore our 13F Revenue Opportunities Dashboard and connect with us during the conference for a personalized discussion about your business goals.
