Global Research & Advisory Solutions
Comprehensive data and market intelligence.
Insightful thought leadership.
Unmatched expertise.
Powered by proprietary databases, published research, and in-person presentations, the Global Research and 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 financial services landscape.
Insights, thought leadership, and research that facilitates decision-making
Actionable Insights
Research that enables better decision-making by synthesizing trends and cutting through the noise to help identify growth opportunities, optimize competitive positioning, and build strategic and tactical plans through insightful analyses and a deep understanding of the ever-changing financial services industry landscape.
Extensive Data-Driven Coverage
Unbiased research insights fueled by our unique and comprehensive suite of data and market intelligence solutions and platforms covering over 150 financial products, $120T AUM, and 50+ markets. Combined with in-market regional expertise in the U.S., Canada, UK/EMEA, and Australia, and deep subject matter expertise across asset and wealth management, insurance, retirement, annuities, 529, banking/brokerage, fintech, and more.
Comprehensive Research Solutions
A broad range of research solutions including benchmarking, sentiment, and behavioral research, data-driven insights on trends, asset flows, and financial forecasts fueled by ISS MI platforms. Global research includes data/analytics and deep expertise in the global financial services landscape including asset flows, trends, and forecasts. Delivered through in-depth reports, thought leadership, topical articles and insights, webinars, podcasts, and custom consulting via in-person or virtual meetings with subject matter experts.
ISS MI Market Metrics
Advisor Sentiment Research
Semi-annual surveys with over 1800 advisors were conducted across the wirehouse, regional, independent, bank and broker/dealer, and RIA channels to measure their satisfaction with asset managers’ products and services, which creates the opportunity to trend the relationship between advisors and their most important managers and deliver timely advisor perspectives on the intermediary-sold landscape. These surveys are supplemented throughout the year with bi-monthly surveys examining advisor needs and opinions on topical issues.
ISS MI Market Metrics
Sentiment and Behavior Research
Annual report comprised of in-depth interviews with influential research analysts across 40 research departments in the wirehouse, regional, independent, bank and RIA/third-party channels.This research provides a critical view into how research analysts across the industry benchmark managers’ strengths and weaknesses by analyzing the analyst’s needs, behaviors, and satisfaction with their top asset manager relationships across a series of critical attributes.
ISS MI Market Metrics is the leading market research firm for advisor-sold investment and insurance products. Driven by a powerful combination of high-quality market research, peer benchmarking, custom consulting, extensive industry experience, and advanced data/analytics, the Market Metrics research studies reveal deep, data-driven insights that arm firms with actionable intelligence to optimize performance.
Reports are available to current subscribers. Contact us below for more information.
ISSMI announced the release of two studies surveying U.S.-based financial advisors and research analysts on their needs and satisfaction with the asset managers with whom they work.
In this latest UK financial adviser fund sales highlights, Benjamin Reed-Hurwitz, EMEA Research Leader at ISS MI, focuses on the latest net and gross sales trends for Q2 2023.
Retirement savers ended 2022 on shakier ground than the year prior. Capital markets experienced their sharpest annual declines since 2008, with both equity and bond markets feeling the sting from higher interest rates.
Simfund Total Market provides a comprehensive and integrated view of institutional and retail financial product data globally. This article covers asset management industry activity in Q1 2023 for mutual funds, ETFs, retail SMAs, CITs, and separate accounts.
The Deposit Report is ISS Market Intelligence’s flagship research focused on the multiple deposit products available in Canada and the distribution channels through which they are sold.
In this latest insight we investigated ISS MI’s European fund flow data in search of clues as to how flows into Article 8 and 9 funds responded in a volatile environment.
Over 95% of advisors report using fintech for trading and clearing, portfolio rebalancing, and investment analytics, according to a survey of 814 advisors conducted by ISS MI Market Metrics.
Our Report looks at developments in the Canadian retail brokerage industry and provides executives with the ability to measure their firm against the industry at large.
Our host Goshka Folda invites Alex Dunnin, Research Director at Rainmaker Information, to discuss Australia's market trends, investor preferences, and opportunities for global fund managers.
Building a brand is more akin to chiseling stone than molding clay. Brand perception is profoundly influenced by factors outside of marketing’s investment performance...
Financial advisors and asset managers face the same dilemma—how best to expand and deepen relationships with clients. More than half (55%) of advisors overall ranked...
The Insight research feature examines the Q1 sales environment from multiple vantage points, including asset classes, sponsor types, and product structures...
Our report provides a comprehensive data-driven insight into the breadth and depth of the UK’s model portfolio market.
This issue examines pricing in the Canadian online/discount brokerage channel and documents the early impacts of the shift to zero-commission trading.