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NEW RESEARCH REPORT:
Evolving Portfolio Construction and Active ETF Decision Framework
Today’s asset management landscape is highly competitive and product development decision making is complex. The Evolving Portfolio Construction and Active ETF Decision Framework Report addresses many key product strategy and development challenges faced by asset managers.
The report is informed by ISS MI’s advisor sentiment and behavioral research, and our proprietary business intelligence, data and analytics platforms – synthesized through the unique vantage point of deep industry, market and product expertise.
The report covers topical areas of interest for asset managers in three areas including:
- Key product development and prioritization considerations faced by asset managers, including distribution challenges and access to shelf space juxtaposed against the opportunity to capture asset flows as they move back into longer-term investments,
- Advisor portfolio construction, including their use of model portfolios (home office and third-party), and of different vehicles such as mutual funds, active ETFs, and SMAs (including bond ladders and direct indexing), and
- Decision framework for entering and expanding into the active ETF market, including:
- The ability to generate significant AUM
- Which firms have been successful
- Scaling new commingled funds
- Strategies for market entry
- Strategic issues, tradeoffs, and considerations
- View a detailed Table of Contents
Informed by Proprietary Data, Analytics and Expertise
ISS MI’s research reports are powered by our proprietary research studies and data platforms.
These include our ongoing series of pulse reports that from the Selling Retail Investment Products Through Intermediaries research series, data and analytics from ISS MI’s Simfund and Flowspring business intelligence and analytics platforms, and ISS MI’s deep market, industry and product subject matter expertise
Contact us below for more information.
More about ISS MI's Selling Retail Investment Products Through Intermediaries Research
ISS MI’s Sentiment & Behavior Research provides a unique combination of custom analytics and survey-driven market intelligence covering advisor-sold investments and insurance. Driven by a powerful combination of high quality market research, peer benchmarking, custom consulting, extensive industry experience and advanced data analytics, ISS MI’s research studies reveal data-driven insights that provide firms with actionable intelligence to optimize decision-making and performance. Subscribers receive:
• Bi-monthly pulse surveys that examine advisor needs and opinions on a variety of topical and thematic issues informed by over 10,000 advisor surveys annually
• Semi-annual in-depth surveys to determine advisor needs, behaviors, and satisfaction with their top asset manager relationships
• Access to special topical reports
In 2023 model portfolios posted gross sales of over £65 billion and net sales of £10.1 billion through the financial adviser channel. Multi-asset funds, meanwhile, posted gross sales of under £25 billion and net outflows of £0.4 billion via the same channel.
ISS Market Intelligence (ISS MI), a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry, announces the publication of its third U.K. Model Portfolio Sales Report, examining trends in the U.K. model portfolio market in 2023.
In response to Chancellor Jeremy Hunt’s introduction of the Brit ISA, ISS Market Intelligence (ISS MI), a leading global provider of data, analytics, insights, examines the latest trends in investor behaviour in the UK and Europe. The Brit ISA policy, aimed at directing investments towards UK companies, comes at a time when data indicates a shifting landscape in investor preferences.
Over the past five years European-domiciled equity funds have been on quite the roller coaster ride—a ride that most recently climaxed between 2020-2022 as investor euphoria during the pandemic led to a spike in positive investment flows during 2020 and 2021.
In this episode, host Goshka Folda, Global Head of Research at ISS Market Intelligence, invites Dennis Gallant, Associate Director at ISS MI, to unravel the evolution of the RIA market. From newfound independence pathways to the ascent of professional buyers and expanded services, they delve into the impact on managing client assets, the growth of Enterprise RIAs, and the intricate dynamics of asset management support.
In this episode of MI Talk, Goshka Folda, host of MI Talk and Global Head of Research at ISS Market Intelligence, welcomes Ashley Wood, Managing Director at ISS MI, as a cohost. Together with special guest Rocco Benedetto, Head of US WMI Field Distribution at Invesco, they delve into discussions on distribution, the liquidity opportunity, sales support for ETF-focused advisers, segmentation, targeting the RIA channel, and more.