Research Blog

Windows into Defined Contribution, Q1 2022

Alan Hess April 29, 2022

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…

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After Two-Year Surge in Demand, ESG Fund Assets Still Have Room to Run

Christopher Davis March 30, 2022

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…

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Five Things You Need to Know for the Next Five Years: A Look Ahead for U.S. Fund Managers

Christopher Davis February 10, 2022

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…

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Windows into Defined Contribution, Q4 2021

Alan Hess February 9, 2022

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…

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Fund Flows Roar Back in 2021

Alan Hess December 21, 2021

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…

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ISS Market Intelligence Forecasts Long-term U.S. AUM to Hit $38.8 Trillion by 2027

Christopher Davis December 17, 2021

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…

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Nearly One-Third of Financial Advisors See Uptick in Clients Seeking to Discuss ESG Investing Options

Alan Hess September 9, 2021

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…

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College Financial Planning Landscape Update 2021

Paul Curley September 2, 2021

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…

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Retirement Products Increase College Financial Planning Market Share

Paul Curley November 25, 2019

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…

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How Can Active Management Thrive in the Passives Age?

Christopher Davis October 31, 2019

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….

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