Sales & Distribution

Identify, qualify, and validate prospects.

Research allocators based on strategy fit and needs.

Track and evaluate the competitor landscape.

Strengthen your end-to-end distribution system.

Financial Intermediary Intelligence

Financial advisors and wealth management.

Identify and target the right advisors using comprehensive contact, profile, registration, and affiliation data.
Build geotargeted sales maps for strategic outreach.
Analyze client base, AUM, and flows.
Assess investment approach, asset allocation, and product usage.

Advisor Sentiment & Behavior Research

Understand practice management trends.
Identify key drivers influencing advisor decisions.
Uncover advisor perspectives on the asset management industry.

Retirement Plan Opportunities

Defined contribution plans

Identify decision-makers, entry-points, and advisor-to-plan relationships.
Track plan changes, advisor activities, AUM and flows.
Analyze plan features, holdings, and underlying performance.
Position products as outcome enhancements.

Institutional Landscape

Pension plans, endowments and foundations, insurance, sovereign wealth funds, sub-advisory.

Identify prospects by plan size, investment criteria, and risk tolerance.
Pinpoint key decision-makers.
Analyze underlying holdings, characteristics, and performance.
Position products strategically as replacements or complements.
Uncover opportunities across growing platforms, models, and fund of funds

Research and Insights

ISS MI’s MarketPulse Delivers the Intelligence Asset Managers Need to Stay Ahead

November 14, 2025

MarketPulse delivers unmatched integrated product intelligence, including both retail and institutional products; covering over $141 trillion dollars in AUM across