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 on our ISS

Market Intelligence Canada team, joins me to help me unpack household financial

behaviour 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 behaviours observed in Canada are

relevant to listeners around the world as we observe similar patterns reverberate

around the globe.

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.

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

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

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.

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.

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 sales@issmarketintelligence.com to learn more.

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.