LONDON (3 APRIL 2025) – Model portfolios continued to dominate sales in the UK financial adviser channel during the second half of 2024, a new report from ISS Market Intelligence (ISS MI) reveals.
Total multi-asset net sales continue to be robust in an otherwise muted retail investment sales environment, rising from £6.9bn to £7.1bn over H2 2024. Model portfolios accounted for nearly all of the growth, as multi-asset funds sold outside of model portfolio sales (MPS) programs essentially broke even on flows.
The weak spot remained adviser managed solutions, signaling a continuing shift by independent financial advisors (IFAs) to formalised multi-asset programs. Fund outflows through adviser managed solutions totaled £4.3bn in the first half of the year and £3.3bn in the second half.
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ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. Its approximately 6,400 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.
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