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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
ISS Market Intelligence has released the latest edition in the Windows into Defined Contribution series. The Q1 2024 edition examines sales activity in the advisor-sold defined contribution (DC) market, demonstrating the persistent advantage that mutual funds have held onto in this arena.
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.
In this latest UK financial adviser fund sales highlights, Benjamin Reed-Hurwitz, EMEA Research Leader at ISS MI, focuses on the latest net sales trends for Q1 2024, gathered directly from platforms and asset managers. Benjamin details fund sector performance, and considers changes taking place within the UK investment landscape.
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.
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.
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.