Market Strategies International

News

There's always something going on at Market Strategies International. Find out about the latest market research news and developments in our company and with our partners here.

Recent News

ETF Wholesalers Missing Opportunity with Advisors

Compared to their peers who represent mutual fund or variable annuity (VA) products, ETF wholesalers receive significantly lower ratings from advisors for two critical satisfaction measures: effectively demonstrating an understanding of an advisor's business, and recommending products that are well suited to an individual's practice.

Advisor “Touches” at a Five Year High

Financial service providers are reaching out to advisors more than ever before―not just through email and print mailings, but also through newer modes like webinars and social media.

Asset Managers Build Momentum by Standing Out in a Crowd

While investment performance remains paramount, advisors are also placing greater importance on understanding, and recognizing, asset managers' unique investment processes or expertise in specific asset classes.

Traditional Managers Poised to Ride the Next Wave of ETFs

Despite declining fund use among advisors, traditional mutual fund managers, particularly large fund complexes, are positioned to play a leading role in the next phase of the ETF revolution, the rollout of active ETFs.

Plan Sponsors Forecast Change to DC Investment Menus

Signaling imminent change in the defined contribution (DC) investment marketplace, just over half (51%) of plan sponsors say they will modify their investment line-up over the next 12 months, which is up considerably from the 44% of sponsors that anticipated changes one year ago.

Fund Companies Need a Whole New Approach to Generation Y

Investors under the age of 30 – born in 1982 or later – now comprise nearly 10% of all affluent investors in the United States. However, a new study shows that Gen Y lacks even a basic awareness of many of the leading mutual fund companies and the products they offer.

Thought Leadership Proves A Key Differentiator For Retirement Income Providers

With advisors using an average of seven providers to meet the retirement income needs of clients, firms that can articulate a clear understanding of retirement income issues, help advisors manage and invest for income, and demonstrate their retirement income leadership position are most likely to stand out and be considered for future investment.

Investment Managers Losing Foothold in the Institutional Market

Institutional investors are entrusting a smaller portion of assets to leading broad managers, according to a new report released by Cogent Research. These and other findings are included in the third annual U.S. Institutional Investor BrandscapeTM report.