“Simfund users continue to value flexible reporting, powerful workflow functionality, and industry leading analytics that focus on the intersection of distribution and product data,” said Ben Doob, Managing Director and Head of ISS Market Intelligence.

May 19, 2020

ISS Market Intelligence and Morgan Stanley Partner to Deliver Simfund Morgan Stanley, a New Data Pack Distribution Platform for Asset Managers

NEW YORK (May 19, 2020) – ISS Market Intelligence (ISS MI), the leading provider of critical data, insights, and research to the global financial community and Morgan Stanley (NYSE: MS) today announced a strategic partnership to offer an enhanced set of capabilities to asset managers.  Effective immediately, asset manager subscribers will gain access to Simfund Morgan Stanley, a new extension of ISS MI’s widely used Simfund data and analytics platform that will deliver more flexible data consumption and actionable insights.

Morgan Stanley’s data analytics solution is widely regarded as an industry leading offering and plays a critical role in the distribution strategy of leading asset management firms. While traditionally these types of data solutions have been offered as a set of fixed outputs, the launch of Simfund Morgan Stanley will open up an extensive set of customization options and enriched analytics for clients.  Combining an industry leading data offering with the power of the Simfund platform allows asset managers to extract actionable insights across multiple departments such as distribution, marketing, and product while not straining internal resources.   

“The Simfund platform, currently leveraged by a large set of our client base, is a natural fit for our evolving data and distribution intelligence capabilities,” said Mark Smith, Executive Director, Investment Solutions at Morgan Stanley. “We are excited to expand upon our relationship with ISS Market Intelligence, which has a solid track record and reputation for providing asset managers with timely and accurate data analytics and intelligence they need to make informed decisions.”

ISS MI’s Simfund platform is the leading business intelligence platform for the global asset management industry. Its integrated, cloud-based platform tracks the most expansive list of mutual funds and ETFs, regardless of market availability, vehicle type, or distribution channel. Simfund offers advanced analytics to strategically assess and monitor your distribution footprint and total opportunity across the most comprehensive set of product attributes, including Fees, Return, Risk, Characteristics, and Peer Group Ranking.

“Simfund users continue to value flexible reporting, powerful workflow functionality, and industry leading analytics that focus on the intersection of distribution and product data,” said Ben Doob, Managing Director and Head of ISS Market Intelligence.  “Using that foundation to build a dedicated tool that opens up access to Morgan Stanley’s comprehensive distribution data will enable asset managers to build the most detailed and powerful insights in the industry.”

About ISS Market Intelligence
A division of Institutional Shareholder Services, ISS Market Intelligence (MI) provides critical data and insight to global asset managers, insurance companies and distributors to help them make informed, strategic decisions to manage and grow their business. Through its industry-leading combination of proprietary and integrated datasets, in-depth global research and reliable executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments. The ISS MI group includes the industry-leading data platforms BrightScope, Financial Clarity, Local Market Share, Mortgage Clarity and Simfund, as well as a full collection of global research and analytic services including 529 & ABLE Solutions, Investor Economics, Market Metrics and Plan For Life. For more information about ISS Market Intelligence, please visit

About Morgan Stanley
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. 

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services.  With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.  For more information about Morgan Stanley, please visit © 2020 Morgan Stanley Smith Barney LLC.  Member SIPC.

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