Afleveringen
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As we approach the release of the next—2025—edition of The Household Balance Sheet Report in Canada, we take a deeper look at state of the union of Canadian household wealth. Carlos Cardone, Managing Director for ISS Market Intelligence Canada team, joins Goshka Folda, Head of ISS Research, to help her unpack household financial behavior over the past several years.
From the feast of the vast savings buoying inflows into investment funds and deposits of the pandemic years to the more recent inflow famine on the investment side, the podcast explains key factors driving household financial product choices. And since no country is an island, household behaviors observed in Canada are relevant to listeners around the world as we observe similar patterns reverberate around the globe.
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Join Christopher Davis, Head of U.S. Fund Research, and Benjamin Reed-Hurwitz, Head of EMEA Research at ISS MI, as they unpack the findings of the Global Whitepaper: Growing Revenues, Not Assets, New Name of the Game. Uncover why seeking growth at the right price is essential, how active managers are adapting, and what the future holds for index funds and ETFs in the U.S. and U.K.
The full report is available now in the newly launched MarketSage research platform, a key addition to ISS MI’s suite of solutions designed to provide unparalleled access to surveys, insights, and unbiased research that empowers financial services professionals to make informed decisions and stay ahead of market trends.
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Zijn er afleveringen die ontbreken?
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In this episode, Benjamin Reed-Hurwitz, Associate Director of EMEA Research at ISS MI, leads a conversation with Goshka Folda, Global Head of Research at ISS MI, diving into the latest Household Balance Sheet (HBS) Report. Ben and Goshka dissect the evolving power dynamics, growth avenues, specialized strategies, and overarching trends, which, while focused on the Canadian wealth management landscape, provide transferable insights applicable to other geographies.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
For a deeper dive into the insights and analysis behind ISS Mi's Household Balance Sheet, visit https://page.issmarketintelligence.com/household-balance-sheet
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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.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
For a deeper dive into Dennis's insights and comprehensive analysis, don't miss ISS MI's latest report: "RIA Market Insights: Refining the Opportunity." Access the full report here: https://page.issmarketintelligence.com/mi-us-research-ria-market-insights
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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.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
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Join Goshka Folda, host of MI Talk and Global Head of Research at ISS Market Intelligence, and Will Stevenson, Senior Research Associate at ISS MI as they delve into the 2023 edition of the Household Balance Sheet. In this episode, they explore the “Big Squeeze,” dissect the decline in household savings rate and uncover flows within different cohorts.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
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In this episode, our host Goshka Folda, Global Head of Research, invites Christopher Davis, Head of U.S. Fund Research, back to the show to discuss ISS MI’s five-year outlook for the U.S. asset management business, the growth of alternatives, and much more. This podcast draws on data and insights from ISS Market Intelligence’s recently released State of the Market —Future of Retail Products report.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
Simfund Enterprise subscribers have direct platform access to State of the Market — Future of Retail Products, or contact [email protected] to learn more.
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In this episode of MI Talk, our host Goshka Folda, Global Head of Research at ISS Market Intelligence, delves into the fascinating world of model portfolio solutions (MPS) in the UK and how this trend is making waves globally. Joined by industry experts Mark Hamper, ISS MI’s Head of Client Data Strategy - Global Distribution Intelligence, and Benjamin Reed-Hurwitz, EMEA Research Leader at ISS MI, they discuss the evolution of MPS, insourcing vs. outsourcing fund selection, opportunities and challenges for fund managers, and the future of MPS. Tune in to gain valuable insights into the ever-changing landscape of the global retail financial services marketplace.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
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In this episode, our host Goshka Folda returns to North America to answer the question, where are the female advisors? Goshka is joined by Vince Linsley, Associate Director at Investor Economics, a unit of ISS Market Intelligence, to discuss ways to increase the percentage of female advisors within the industry. Vince provides further insight on obstacles that women face to entering the advice business, why it is important to have female representation in the industry and much more.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
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In this episode, the MI Talk podcast series makes a stop across the globe to discuss the ins and outs of the Australian market. Our host Goshka Folda, Global Head of Research, invites Alex Dunnin, Research Director at ISS MI’s Australia-based Rainmaker Information, to share with listeners why global money managers, wealth managers, and retirement funds should care about what's happening in Australia; what assets Australian investors tend to buy; and ways global fund managers can connect with the Australian market.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
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In this latest episode of MI Talk, host Goshka Folda, Global Head of Research at ISS Market Intelligence, invites Dennis Gallant, Associate Director of ISS MI’s Product Engagement Specialist team, to discuss retirement income. As Baby Boomers retire at an unprecedented scale and factors like increased cost of living, longevity, and conflicting financial objectives multiply in retirement, the decumulation phase presents financial advisors and asset and wealth managers with a unique opportunity for shoring up and deepening their client relationships. Yet, while the decumulation opportunity looms large, so do challenges for advisors and their product and platform partners. All will have to expand and adapt their capabilities and toolkits to help households solve retirement dilemmas. Dennis and Goshka discuss how the industry should approach decumulation to ensure a smooth transition into retirement for clients and how advisors can use this opportunity to cultivate the next generation of investors.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
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This month’s episode features two familiar guests, ISS Market Intelligence’s Mark Hamper, Head of Client Data Strategy - Global Distribution Intelligence, and Benjamin Reed-Hurwitz, EMEA Research Leader. Mark and Benjamin join our host Goshka Folda, Global Head of Research at ISS MI, to discuss the rise of model portfolios and their significance to fund flows in the UK, which allows advisers to outsource asset allocation and fund selection, seems well-positioned to capitalize on the ongoing shift away from the “adviser as portfolio manager” value proposition narrative. The dislocation of the investment process away from the adviser, however, will add complexity to the wholesaling equation and may necessitate a rethink of determining wholesalers’ number one target.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
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In this episode, our host Goshka Folda, Global Head of Research, invites Christopher Davis, Head of U.S. Fund Research, back to the show to discuss the 2023-2027 outlook for the U.S. asset management business, the growth of active ETFs, and much more. This podcast draws on data and insights from ISS Market Intelligence’s recently released State of the Market — Future of Retail Products report.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
Simfund Enterprise subscribers have direct platform access to State of the Market — Future of Retail Products, or contact [email protected] to learn more.
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In this episode, Will unpacks trends in the Canadian deposits market, including the record-breaking $300 billion in demand deposits flows in 2020 and 2021, as well as the growth that guaranteed investment certificates (GICs) experienced in the first half of 2022. The discussion also touches on Generation Z and price consciousness, and the potential for household deleveraging in a sustained higher interest rate environment.
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To close out the 2022 season of the MI Talk podcast, Mark Jeffries, Associate Director at ISS Market Intelligence, joins our host Goshka Folda, Global Head of Research at ISS Market Intelligence, to discuss the impact the current economic environment has had on the annuity industry. Mark draws on his role managing ISS MI’s insurance and annuity client relationships to provide insight into the annuity industry and how product preferences, advisor engagement, sales and distribution trends, and more are evolving in the wake of the pandemic and in the broader market environment.
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In this special November episode of the MI Talk podcast, Jeff Duckworth, President of U.S Intermediary Distribution at John Hancock Investment Management, joins guest host Ashley Wood, Managing Director at ISS MI, to discuss current trends in advisor engagement, distribution structure, and wholesaler retention. Drawing on thirty years of experience in the asset management industry, Jeff shares key insights into how COVID has reshaped the way asset managers engage with advisors; navigating the continued evolution of distribution team structures; and much more.
Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.
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The U.S. advisor landscape has undergone a seismic shift over the past few decades, as advisors’ duties have evolved from facilitating transactions to holistic financial planning. Accompanying this shift towards advisor-as-financial-life-coach has been a broad move from transaction-based to fee-based compensation models, in which advisors increasingly levy a percentage fee on clients’ total assets under management (AUM).
The October episode of ISS Market Intelligence’s MI Talk podcast features Christopher Davis, Head of U.S. Fund Research, in discussion with host Goshka Folda on the changing advisor landscape and advisor preferences, and how asset managers can connect with advisors for success in the retail investment space.
This podcast draws on data and insights from ISS MI’s recently released State of the Market—Intermediary Distribution Report. Simfund Enterprise subscribers can access the report on the Simfund Research portal. Contact us to learn more: https://www.issgovernance.com/mi-universal-form/.
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Model Portfolio Services (MPS), which allows advisers to outsource asset allocation and fund selection, seems well-positioned to capitalise on the ongoing shift away from the “adviser as portfolio manager” value proposition narrative. The dislocation of the investment process away from the adviser, however, will add complexity to the wholesaling equation and may necessitate a rethink of determining wholesalers’ number one target.
This latest episode of ISS Market Intelligence’s MI Talk podcast features Mark Hamper, Head of Client Data Strategy – Global Distribution Intelligence, and Benjamin Reed-Hurwitz, EMEA Research Lead, in discussion with host Goshka Folda on the growth of MPS in the U.K., its implications for the distribution of investment funds, and how data will be a fund manager’s best friend for understanding this trend.
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Has direct indexing outgrown its moniker?
Direct indexing originally emerged as an investment platform through which the investor can hold the underlying securities of an index directly as opposed to a packaged product like a mutual fund or ETF. More recently, advancements in technology are stretching the “indexing” part of the concept by offering investors and their advisors the opportunity for customization and opening routes to tax efficiency features.
The new episode of ISS Market Intelligence’s MI Talk podcast explores the different angles of direct indexing and the future outlook of the strategy with guest Dennis Gallant, Associate Director at ISS MI, in conversation with host Goshka Folda, Global Head of Research.
If you enjoy listening, consider leaving a review on your listening platform, and subscribe for monthly episodes featuring discussions with thought leaders on timely topics in asset and wealth management.
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In this month’s episode of the MI Talk podcast, Barry McInerney, former CEO of Mackenzie Investments who recently retired in June, spoke with host Goshka Folda, Global Head of Research at ISS Market Intelligence, to reveal valuable insights from his career in the asset management industry and predictions for the future of the sector. Barry shares experiences from his career and names five catalysts for growth in asset management.
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