Direct Indexing Opens Opportunities for Advisors to Pursue High-Net-Worth Clients
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
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
LONDON (1 October 2024) – Model portfolio sales in the UK financial adviser channel slowed during the first half of 2024 as the boom of
NEW YORK (September 26, 2024) – ISS Market Intelligence (MI), a leading provider of data, analytics, insights, media, and events solutions to the global financial
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
Passive Products Take Majority of DC Managed Assets ISS Market Intelligence has released the latest edition in the Windows into Defined Contribution series. The Q2
LONDON (19 August 2024) – Nearly six in 10 (59%) of the U.K.’s largest funds groups grew net sales in the second quarter – the
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