December 18, 2020

ISS Market Intelligence Releases 2020 Fund Sales Benchmarking Report

The 2020 edition of ISS MI’s Fund Sales Benchmarking Report is now available. For over a decade, this report has tracked the evolution of fund distribution, providing a roadmap for fund managers’ pricing decisions.

The report includes the most complete analysis of share class demand, based on over ten years of actual sales data by share class structure and distribution channel. It includes details of pricing demand within fee-based programs and defined contribution accounts, benchmarking of zero/zero share class sales across channels, and breakouts of share class activity at ten leading broker-dealers. This year’s report also includes an analysis of revenue sharing and sub-TA costs at intermediaries.

The 2020 Fund Sales Benchmarking Report provides data and analysis to answer critical questions such as:

  • What share classes are required within fee-based platforms and DCIO today, and how might demand change in the future?
  • How has the use of zero/zero classes expanded within retail accounts and what are the prospects for further growth?
  • What is the future trajectory of commissionable sales?
  • How are relationships with broker-dealers evolving and what is the effect on fund firms’ bottom line?

This year’s edition is based on a proprietary survey of 18 firms, which collectively managed a total of $3.9 trillion in long-term fund assets as of year-end 2019. Purchase of this report includes full analyst support and consultation with the author.

To learn more and preview the report, please click here.

Anthony DiSanzo, Senior Consultant, U.S. Fund Research | Global Research & Advisory Solutions at ISS Market Intelligence

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