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关于我们
ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.
- 网站
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https://www.issmarketintelligence.com
ISS Market Intelligence的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- New York，NY
- 类型
- 私人持股
地点
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主要
获取路线
1177 Avenue of the Americas, 14th Floor
US，NY，New York，10036
ISS Market Intelligence员工
动态
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Thank you to everyone who joined Viraaj Kumar and Mitchell Young at this year's #PLANADVISER360 conference. We look forward to seeing you next year! In case you missed Viraaj's presentation - check out this summary: https://lnkd.in/eGANbGTe
Strategic Advisor Driving Product Advancement and Engagement in the U.S. Financial and Retirement Landscape
Had the opportunity to attend and present at the #PLANADVISER360 conference in Scottsdale this week. It was an amazing event with some of the brightest minds in the retirement plan advisor and provider space in attendance. The highlight of the event was meeting and learning from other attendees. Some of my key learnings: ?? The convergence of retirement and wealth is an escalating trend. Plan sponsors have come to expect advisors to provide both in plan and wealth solutions for participants. Advisors and firms that embrace this convergence and provide tailored advice on both sides will be best positioned to thrive in the future. ?? Lifetime income solutions are addressing a complex problem statement, there is no simple answer. Many of the best providers and advisors are working on addressing how to convert assets form the accumulation phase to decumulation. Success should be measured by availability of lifetime income offerings rather then early adoption. ?? Artificial Intelligence will allow the retirement industry to offer personalization at scale in the near future. As we accumulate assets, we also accumulate differences, participants financial lives have become more complex, there is an increased need for personalized solutions. ?? The retirement market is rapidly evolving and growing. Retirement assets in the U.S. now comprise roughly 40% of total family wealth, a rise from 36% in 1989, as defined contribution assets, especially 401(k) plans, have become a major growth driver. Link to a summary of my presentation: https://lnkd.in/g2SSvm67 ISS Market Intelligence PLANADVISER #401k #Retirement #FinancialFuture
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??After an upbeat Q2 driven by a positive ISA season, U.K. net sales turned negative in the third quarter with retail investors driving the downturn. Only 38% of the U.K.'s largest fund groups saw net retail sales on onshore funds improve during the quarter, according to new data from the Pridham Report by ISS Market Intelligence. The data is reflective of uncertainty amongst investors potentially reaching a boiling point just as the September portfolio rebalancing period arrived. Read the full press release: https://hubs.li/Q02YxZv60
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ISS MI is at #SchwabIMPACT this week! Stop by Booth #1227 to meet our account directors, Jennifer Walkowiak, Ryan Kinney and George Adjami to learn more about how our MarketPro solutions and Advisor Pulse research can help electrify your distribution efforts. ??
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?? ISS Market Intelligence in the News A recent article in PLANADVISER highlights defined contribution plan growth: "From 2009 to 2022, the U.S. added 144,000 employer-run 401(k)s, ending 2022 with 741,000, according to the most recent tracking from ISS Market Intelligence’s Brightscope.” Read the full article: https://hubs.li/Q02XyM0B0
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ISS MI is at #SchwabIMPACT next week! Stop by Booth #1227 to meet our account directors, Jennifer Walkowiak, Ryan Kinney and George Adjami to learn more about how our MarketPro solutions and Advisor Pulse research can help electrify your distribution efforts. ??
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#PLANADVISER360 attendees! It's the last day to “tee” up a conversation with Mitchell Young at Booth #100 in the exhibitor hall and learn how MarketPro Retirement powered by BrightScope can help you “supercharge” your retirement distribution strategy ?
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Join Viraaj Kumar for the Current State and Future Opportunities in the U.S. Retirement Market at #PLANADVISER360 tomorrow at 9:35 a.m. and hear where retirement plan advisers can expect growth, and how they can scale their practice and demonstrate value. Learn more about PLANADVISER 360: https://hubs.li/Q02XW19R0
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?? ISS Market Intelligence in the News Citing Benjamin Reed-Hurwitz, CFA, EMEA research leader at ISS Market Intelligence, a recent article in Portfolio Adviser explores multi-asset fund sales: “The previously speculated changes around capital gains tax could well explain why more investor money is being directed towards multi-asset funds, given their tax efficiency. If this was the case, then the recently confirmed tax changes should add strength to this trend." Read the full article: https://hubs.li/Q02XyLx_0
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