ISS Market Intelligence

ISS Market Intelligence (ISS MI) is a subsidiary of Institutional Shareholder Services, providing data, analytics, and market engagement solutions to the global financial services industry.

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Provides data, analytics, and market engagement solutions for financial services firms.

ISS Market Intelligence (ISS MI) is a subsidiary of Institutional Shareholder Services, providing data, analytics, and market engagement solutions to the global financial services industry. Founded in the early 2000s, ISS MI has grown into a key player in financial market intelligence, serving asset managers, insurance firms, and other financial institutions. The company offers comprehensive datasets, research, and go-to-market strategies, with a focus on fund trends, market sizing, and competitive profiling.

ISS MI's annual reports, such as the 20th annual State of the Market report, provide forward-looking insights into industry trends. The company operates globally, with a client base that trusts its data accuracy and depth. Recent activities include the release of a 529 Industry Analysis report, highlighting growth in education savings plans. ISS MI continues to expand its offerings, leveraging its parent company's governance and sustainability expertise to deliver integrated solutions.

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Who buys this

  • Asset management firms
  • Insurance companies
  • Financial advisors and RIAs
  • Broker-dealers and trust companies
  • Educational savings plan providers

Strengths and what to watch

Strengths

  • Comprehensive global datasets covering major financial markets
  • Deep industry expertise with a team of analysts and researchers
  • Integrated go-to-market solutions including media and events

Watch for

  • Dependence on parent company ISS for governance and sustainability data
  • Competition from other market intelligence providers like Bloomberg and S&P Global
  • Potential impact of economic downturns on financial services clients

Recent moves

Key Information

Founded
1985

Frequently Asked Questions

What is ISS Market Intelligence?

ISS Market Intelligence provides data, analytics, and market engagement solutions for financial services firms. A subsidiary of Institutional Shareholder Services, it delivers fund trends, competitive profiling, and market sizing insights globally. Clients include asset managers, insurers, and broker-dealers. Known for annual reports like State of the Market.

How does ISS Market Intelligence help asset managers?

ISS MI offers asset managers comprehensive datasets on fund flows, competitive positioning, and market trends. Their solutions include go-to-market strategies, research reports, and analytics tools. The 20th annual State of the Market report provides forward-looking insights for investment decision-making.

What types of reports does ISS Market Intelligence produce?

ISS MI produces specialized reports including the annual State of the Market analysis and 529 Industry Analysis on education savings plans. Reports cover fund trends, market sizing, and competitive intelligence for financial institutions. Research combines proprietary data with expert insights.

Who are ISS Market Intelligence's main competitors?

ISS MI competes with Bloomberg and S&P Global in financial market intelligence. Differentiators include ISS parent company's governance expertise and integrated solutions combining data, analytics, and engagement tools. Focus areas like 529 plan analysis provide niche specialization.

Where can I find ISS Market Intelligence's 529 plan research?

ISS MI's 529 Industry Analysis report details education savings plan trends. Available through their website and industry conferences, it examines growth patterns, provider competition, and regulatory impacts. The report helps financial advisors and plan administrators.

How recent is ISS Market Intelligence's market trend data?

ISS MI maintains current datasets, with reports like May 2026's analysis of UK fund sales amid geopolitical tensions. Their State of the Market report provides annual updates, while other offerings deliver quarterly or real-time insights depending on the product.

Sources

  1. www.issmarketintelligence.com — Company overview and product offerings
  2. www.linkedin.com — Annual State of the Market report release
  3. www.529conference.com — 529 Industry Analysis report details
  4. www.issgovernance.com — Parent company and governance solutions