In the dynamic landscape of UK fund management, staying ahead is not just an advantage, it is imperative. This is why it is so vital
Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market. Not only does each constructor show distinct preferences, but they may also exhibit distinct engagement and support preferences.
While interest in active ETFs will likely not grow anywhere quickly enough to make up for the losses from active mutual funds, active fund buyers’ shift from mutual funds to ETFs could well put a giant pot of assets—about $1 trillion over five years—in play.
Our research underscores a pivotal transformation in the investment landscape. The convergence of increased market complexity and investor sophistication is driving the shift toward active strategies and liquid alternatives.
The MPS revolution isn’t over – it is simply entering a new, more mature phase. Those who innovate, adapt, and focus on delivering tangible value to advisers and their end-clients will still find opportunities to thrive.
LONDON (20 November 2024) – After an upbeat Q2 driven by a positive ISA season, net sales turned negative in the third quarter with retail
LONDON (November 5, 2024) – Net sales of multi-asset funds, in the U.K. turned positive for the first time in five quarters in Q2 reaching
Connecting investor dollars with asset manager strategies Financial advisors play a crucial role in connecting investor dollars with asset manager strategies. With that crucial role
NEW YORK (October 24, 2024) – ISS Market Intelligence (MI), a leading provider of data, analytics, insights, media, and events solutions to the global financial
LONDON (October 23, 2024) – UK Model portfolio providers (MPPs) reduced their exposure to UK equities in the second quarter despite hiking their overall allocation
In the dynamic landscape of UK fund management, staying ahead is not just an advantage, it is imperative. This is why it is so vital
Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market. Not only does each constructor show distinct preferences, but they may also exhibit distinct engagement and support preferences.
While interest in active ETFs will likely not grow anywhere quickly enough to make up for the losses from active mutual funds, active fund buyers’ shift from mutual funds to ETFs could well put a giant pot of assets—about $1 trillion over five years—in play.
Our research underscores a pivotal transformation in the investment landscape. The convergence of increased market complexity and investor sophistication is driving the shift toward active strategies and liquid alternatives.
The MPS revolution isn’t over – it is simply entering a new, more mature phase. Those who innovate, adapt, and focus on delivering tangible value to advisers and their end-clients will still find opportunities to thrive.
LONDON (20 November 2024) – After an upbeat Q2 driven by a positive ISA season, net sales turned negative in the third quarter with retail
LONDON (November 5, 2024) – Net sales of multi-asset funds, in the U.K. turned positive for the first time in five quarters in Q2 reaching
Connecting investor dollars with asset manager strategies Financial advisors play a crucial role in connecting investor dollars with asset manager strategies. With that crucial role
NEW YORK (October 24, 2024) – ISS Market Intelligence (MI), a leading provider of data, analytics, insights, media, and events solutions to the global financial
LONDON (October 23, 2024) – UK Model portfolio providers (MPPs) reduced their exposure to UK equities in the second quarter despite hiking their overall allocation
