Advisor Pulse Series
Research informed by proprietary survey data, analytics and industry expertise
Get access to all twelve topical bi-monthly reports published throughout 2023 and 2024
ISS MI’s Advisor Pulse Series are topical research reports that provide unique and timely advisor perspectives on the intermediary-sold asset management landscape through quantitative and qualitative interviews with advisors across the wirehouse, regional, independent, bank broker/dealer, and RIA channels. ISS MI’s Discovery Data advisor and intermediary database serves as the foundation for our advisor survey research. Each report integrates input from more than 700 advisor surveys, supplemented by over two decades of historical data, trend analysis, and deep industry expertise, to provide firms with actionable data-driven intelligence to optimize decision-making and performance.
We deliver six independent reports every year across a range of topics with key highlights, in-depth analyses, verbatims, and open-ended responses, providing powerful trend data and deep insights informing strategic, marketing, sales/ distribution, and product decisions.
Key Benefits
- Understand advisor perspectives on key market trends and industry topics
- Align strategies with advisors' product and distribution preferences
- Understand implications for gaining distribution shelf space
- drive enhanced advisor engagement based on what advisors value most
- Deliver the right content, through the right channels, at the right frequency
- Effective targeting through advisor profiling
- Timely data and insights delivered rapidly and at a scale based on survey results
2023 Advisor Pulse Reports
- Practice Management and ESG (March)
- Brand Perception and Podcasts (April)
- Fintech (July)
- Vehicles and Portfolio Construction (September)
- Marketing, Digital Content, and Sales Support (October)
- Advisor Use of Alternatives (December)
2024 Advisor Pulse Reports
- Practice Management (April)
- Specialists and Teams (May)
- Brand (June)
2024 report topics will be determined closer to fielding timeframes in order to capture the most relevant and timely data; planned themes typically include but are not limited to brand/marketing, optimizing content/digital channels, practice management, fintech, use of alternatives, portfolio construction, and other topical industry trends.
Contact us below for more information.
Powered by proprietary databases, published research and in-person presentations, the Global Research & Advisory Solutions team delivers advanced data analytics, comprehensive market intelligence and insightful thought leadership to help clients identify product and distribution opportunities, monitor trends and make strategic decisions to thrive in the highly competitive asset management business.
About ISS Market Intelligence
ISS Market Intelligence (MI) is a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry. ISS MI empowers the global financial services industry to assess its target markets, identify growth opportunities, and execute comprehensive go-to-market initiatives to achieve success. Our increasingly connected global platforms leverage a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, and industry-leading media brands.
ISS MI data and analytics solutions include intelligence from BrightScope, Discovery Data, Financial Clarity, Flowspring, FWW, Investor Economics, MISight, Mortgage Clarity, Plan for Life, RainmakerLive, and Simfund, and ISS MI media brands and market-engagement platforms include Chief Investment Officer, PlanAdvisor, PlanSponsor, Financial Standard, FS Sustainability, Money, and Industry Moves
The complexities of the financial services landscape can be confounding for many investors. Financial advisors can use their knowledge to help guide investors through the myriad of available choices and achieve the goals most important to them, such as saving for college or retirement.
Intense competition across industries pushes providers to balance tailoring their products and services to the specifications of end consumers while using economies of scale to keep costs down and distribute to wide audiences. This tension is proving to be of increasing importance in a heavily commodified financial services landscape.
Alternative investments have become an increasingly important part of the portfolios of asset managers, advisors, and investors in recent years, buoyed by multiple parties seeking to diversify. Investors have sought out asset classes and strategies that can provide other sources of return as fixed income and equity correlations grew closer over the course of 2022.
ISS MI announces the results of its ISS MI Advisor Pulse Series – Specialists and Teams study. Conducted through interviews with 782 U.S.-based financial advisors, the survey, executed in March 2024 and part of the ongoing Advisor Pulse Series research, delves into the crucial role of specialists in navigating complex financial landscapes.
ISS MI announces the release of The Pridham Report, Q1 2024, an analysis of fund sales and asset trends in the UK. This report provides insights into the developments in the industry, enabling fund groups to track their progress in the market. 2024 opened with elevated retail gross sales of UK domiciled funds compared to 2023. This included quarter-over-quarter and year-over-year sales growth in all three major asset classes.
ISS MI announces the release of its UK Multi-asset Fund Sales Report. This in-depth study offers invaluable insights into the landscape of multi-asset fund sales among financial advisers, providing a comprehensive overview of trends, challenges, and opportunities in the market. In a detailed analysis, the report reveals a 7% decline in multi-asset fund sales during the second half of 2023.
ISS MI announces the addition of private funds data, including coverage of over 90,000 funds, to its MarketPro platform, powered by Discovery Data. Clients now have access to the most comprehensive data on private investment funds linked to the industry’s leading source of intelligence on the firms and financial professionals that power the market.
It was the best of times (for model portfolios); it was the worst of times (for multi-asset funds). Model portfolios continued to see bullish net sales throughout a challenging 2023 retail investment environment, while multi-asset funds fell into net outflows. In 2023 model portfolios posted gross sales of over £65 billion and net sales of £10.1 billion through the financial adviser channel.
ISS MI announces the publication of its third U.K. Model Portfolio Sales Report, examining trends in the U.K. model portfolio market in 2023. The report highlights a significant surge in model portfolio investment fund sales in the second half of the year, an 11% growth compared to 2% for the entire investment fund channel on a trailing six-month gross sales basis.