ISS Market Intelligence

MarketPro powered by Discovery Data provides the industry’s most comprehensive data, insights and analytics on the firms and professionals driving the financial services and insurance industries, capturing data on over 3 million professionals and over 45,000 firms. Through our comprehensive database and MarketPro BI’s insights and analytics, our latest Rep Movement Report provides a comprehensive view of rep movements, covering: 💼 Cross and Intra-Channel Rep Movement 🌅 Rise of RIAs and Independents 🔍 Advisor Demographics Across Channels With over 20 years of industry experience, we collect, cleanse, and update our data weekly, ensuring you can rapidly and cost-effectively act using the most up-to-date data, along with dedicated specialists to help you customize your segmentation, targeting and overall approach. Access the Rep Movement Report here: https://hubs.li/Q02GNsfm0

Assets under management (AUM) has historically captured the headlines in the fund management business. It has generally been a proxy for a fund manager’s brand and financial strength. And while it retains its use as a proxy for brand strength, it is losing its value as a measure of financial success. With the business still centred on asset-based fees, the growth of low-cost indexed solutions in developed fund markets has meant that asset growth generates less new revenue than in years past. Revenue growth is increasingly lagging asset growth as a result, breaking the historical tango between the two measures. Highlighting this is a recent white paper from ISS Market Intelligence, Growing Revenues, Not Assets, New Name of Game. The white paper shows this dynamic playing out across markets, with the gap between asset and revenue growth widest in the UK and the European cross-border markets of Ireland and Luxembourg. Read more: https://hubs.li/Q02G3_qm0

🎙️MI Talk: Selective Growth: A New Era for Asset Managers Join Christopher Davis, Head of U.S. Fund Research, and Benjamin Reed-Hurwitz, CFA, Head of EMEA Research at ISS MI, as they unpack the findings of the Global Whitepaper: Growing Revenues, Not Assets, New Name of the Game. Uncover why seeking growth at the right price is essential, how active managers are adapting, and what the future holds for index funds and ETFs in the U.S. and U.K. Listen now: https://hubs.li/Q02G2pNS0

This relationship between asset and revenue growth has frayed as fund buyers—both retail and institutional — have embraced lower-fee index funds as their appetites for higher-expense active strategies appears to have weakened. With assets growing fastest in places where fees are low, new AUM generates less revenue growth than it would have in earlier eras. A new white paper from ISS Market Intelligence, Growing Revenues, Not Assets, New Name of the Game, shows this reality playing out on both sides of the Atlantic, but with index fund market share crossing the 50% mark in 2023, the impact has been starkest in the United States. Read more: https://hubs.li/Q02FRvXr0

ISS Market Intelligence announces the release of its latest Global Whitepaper: Growing Revenues, Not Assets, New Name of the Game.  The whitepaper, which studies revenue growth trends across mutual funds and ETFs in the U.S., U.K., and the main European cross-border markets, shows revenues under strain on both sides of the Atlantic. It also discusses how asset managers can confront the double threat that the rapid growth of index funds and falling management fees poses to their top lines.  Read more: https://hubs.li/Q02FPjLh0

ISS Market Intelligence announces the launch of its new MarketSage research platform. The MarketSage platform unifies access to ISS MI’s extensive range of global research and insight content, delivering to clients and financial industry professionals a streamlined experience for accessing their subscriptions and learning about additional coverage areas. The platform categorizes content by industry segment/vertical, distribution channel, topic area, and geographic region, and includes solutions previously offered separately through Market Metrics, Investor Economics, SIOnline and other long standing ISS MI platforms, with additional solutions to be added later this year.  Users can also access multimedia content, including podcasts, videos, and webcasts, stay up to date on ISS MI’s events, and automatically receive alerts when new content is released. Read more: https://hubs.li/Q02Dyczq0

Join Nick Wakeham, Head of Client Success and Strategic Partnerships, EMEA, at ISS MI, and Danny Corcoran, Senior Product Manager at ISS MI, during the UK Finance Mortgage Data Strategy Webinar on July 10th at 10am BST. Gain insights on the importance of a unified data strategy, data mapping, peer experiences with multiple vendors, and leveraging data in decision making. Register Now: https://lnkd.in/eVYsjzSu

There are only two more days to get the early bird discount on registration for the 529 Conference in Orlando, FL September 30th – October 2nd. The agenda has been released with 20 sessions and you can now book your hotel room online. Book your room today to join, network with and support the 529 community, and see you there! 🌟 Register by June 26th to take advantage of the 15% off early bird discount! https://hubs.li/Q02DbpX30 #529plans #529Conference Paul Curley, CFA

UCITS outflows topped an estimated €20bn in the last 12 months. Where do the opportunities lie ahead? Benjamin Reed-Hurwitz, CFA, EMEA Research Lead, will be uncovering where the money is and where the opportunities will lie ahead at FundForum International, 24-26 June, Monaco. Learn more: https://hubs.li/Q02C-LX20

Outflows of non-ETF long-term UCITS were estimated to top €20bn for retail share classes in the last 12 months. Where is the money going? Benjamin Reed-Hurwitz, CFA, EMEA Research Lead, will be sharing the answers at FundForum International, 24-26 June, Monaco. Learn more: https://hubs.li/Q02CMzfL0