MARKETSAGE

State of the Market: 20th Anniversary Edition

A redesigned three‑part series providing the intelligence asset managers need to understand retail demand, sharpen distribution strategy, and accelerate growth

About the Series

Across its three sections, ISS MI’s latest State of the Market report provides a cohesive, data‑driven roadmap for asset managers navigating a more competitive and more complex environment. The full series integrates:

  • Long‑term asset and revenue projections
  • Shifting investor preferences and sales patterns
  • The evolving product battleground across mutual funds, ETFs, SMAs, CITs, and semi‑liquid structures
  • The distribution ecosystems, platforms, and partnerships shaping market share
  • The strategic decisions managers must make today to build durable advantages

View the sample reports

Part 1: The Road Ahead 2026-2030

Part 2: Recalibrating for the Road Ahead

Part 3: New Rules for the Retail Playground

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