Research Blog

ISS Market Intelligence (MI) has released its latest edition of the Windows into Defined Contribution report. The Q1 2022 issue discusses the opportunities present for active managers in a concentrated DC…

Widely publicized estimates of ESG-themed investments peg assets under management (AUM) in the tens of trillions. Retail ESG fund assets have grown at breakneck speed, but as ISS MI’s…

While the general public inched toward a post-pandemic normal in 2021, U.S. fund investors pushed full steam ahead. Sales surged—long-term flows crossed the $1-trillion mark for the first time—and…

ISS Market Intelligence (MI) has released its latest edition of the Windows into Defined Contribution report. The Q4 2021 issue pulls from the breadth of MI’s proprietary offerings, including Market Metrics…

Back to normal doesn’t mean what it used to. Following a year like no other, demand came roaring out the gate in 2021. While the pace of new demand…

ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services providing critical data and insight to global asset managers, insurance companies, and distributors to help them make informed…

ESG is a popular topic within the investment community. ISS Market Intelligence conducted interviews with 779 financial advisors between July 27th and August 11th, 2021 in order to learn more…

Hosted by Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, this webinar provided an overview of the U.S. college financial planning landscape.Firstly, we reviewed…

529 college investment plans remain the vehicle most strongly associated with college financial planning, and for good reasons. Investors stand to gain from using local tax breaks alongside 529s…

Think active and passive investments can’t coexist successfully side by side? That Vanguard, America’s largest index fund provider, is also the country’s third largest active fund manager suggests otherwise….