Advisors intend to increase their usage of direct indexing The aggressive growth of passive investment has been an inescapable trend for managers in the investment
The variety of available investment strategies and vehicles can prove overwhelming to investors, encouraging them to rely on financial advisors to sift through the myriad
Advisor Pulse is the advisor sentiment research series from ISS Market Intelligence. In the latest edition of Advisor Pulse, which surveyed over 900 advisors, we
AUM IS NO LONGER A PROXY FOR BRAND STRENGTH Assets under management (AUM) has historically captured the headlines in the fund management business. It has
NEW YORK (July 9, 2024) – ISS Market Intelligence (ISS MI), a leading global provider of data, analytics, insights, media, and events to the global
YOU ARE WHAT YOU MEASURE. The measures by which anything — a person, an organization, a company — is judged drives its behavior. Fund managers
NEW YORK (December 11, 2023) – ISS Market Intelligence, a leading global provider of data, analytics, insights, media, and events solutions to the global financial
As the fortunes of the traditional mutual fund have faded, active managers have looked to ETFs as tomorrow’s growth engine. They are not wrong to
Mutual fund and ETF providers have lived in different sales universes over the past couple years. After record-breaking flows boosted both vehicles in 2021, sales
In this still-young decade, fund managers have been roiled by outside forces: a global pandemic, political and social turmoil, high inflation, and the fastest increase
