Providing critical data, insight and research to global asset managers, insurance companies and distributors

The ISS Market Intelligence (MI) business provides critical data, insight, and workflow solutions to global asset managers, insurance companies and distributors. Through its combination of proprietary integrated datasets, in-depth global research and trusted executive engagement, ISS MI delivers solutions that drive strategy and data-driven decision making across a wide range of financial products.

ISS MI includes the industry-leading data platforms BrightScope, Financial Clarity, Flowspring, Local Market Share, Mortgage Clarity and Simfund, as well as an extensive set of global research and analytic services including 529 & ABLE Solutions, 15(c) Board Services, Investor Economics, Market Metrics and Plan For Life.



BrightScope is the leading provider of retirement plan, sales and distribution data, enabling retirement market-focused asset managers to identify, target and retain clients. Through its innovative platform, Beacon, firms can easily build and strengthen powerful pipelines with up-to-date information for any plan, advisor, provider, fund or asset manager across any channel.
Local Market Share
Local Market Share (LMS) is a distribution intelligence platform powered by industry-leading consortiums of the largest active asset managers and annuity providers. LMS delivers sales intelligence at local geography and intermediary location levels, enabling users to accurately size opportunities, measure the effectiveness of their distribution efforts, and understand their competitive position from a sales, redemption and AUM perspective.
Financial Clarity
Financial Clarity, a business intelligence solution, helps firms maximize revenue growth and operational efficiency. Updated monthly with product sales data from 90+% of the Platforms, Life & Pension Companies and Fund Management groups in the UK, Financial Clarity delivers a 360-degree view of the sales and distribution landscape.
Flowspring is the industry-leading analytics platform for asset managers to understand their competition and ever-changing investor preferences. With machine-learning driven insights to cut through the noise in raw data platforms, Flowspring delivers insights across a global fund coverage universe that allows firms to quantify the competition, stem outflows, and optimize product line-up and fees.
Mortgage Clarity
Mortgage Clarity is a UK-based mortgage sales and performance aggregator which provides unparalleled insight into lender performance across 95% of the market. Using the flexible dashboards and advanced statistical analysis tools, license holders can analyze their latest corporate performance with over 160 selectable data points.
Simfund is the premier, cloud-based platform integrating the industry’s best-in-breed proprietary and third-party datasets for advanced business intelligence. Covering 120K products and funds across 45 fund markets representing over $100 T in AUM, Simfund streamlines information dissemination and collaboration throughout the product lifecycle and organization


529 and ABLE Solutions
The 529 & ABLE Solutions deliver 529 and ABLE market data, research, events and digital products and services for institutional organizations. Services include proprietary data aggregation and analysis of 529 savings plans, 529 prepaid plans and ABLE accounts as well as weekly, quarterly and annual business intelligence publications covering the college financial planning market.
15(c) Board Services
Supports management and board of director’s compliance and due diligence efforts by combining data, perspective, and research resulting in unmatched insight and analytics. The team is uniquely structured for this service with knowledgeable industry analysts, more than a decade of in-depth fee research, and daily reviews of all new SEC filings. Our research intensive process results in more accurate peer grouping and the most reliable fee data in the industry.
US & Global Market Research
Powered by more than 30 years of data, research and analysis covering the global markets at large, the Global Research & Advisory solutions deliver thorough, unbiased research, data, and analytical support needed to identify product and distribution opportunities, track developments, monitor trends, and make insightful decisions to thrive in the highly competitive asset management business.
Investor Economics
Investor Economics is a leading provider of thought leadership, fact-based measurement and analysis of Canada’s retail financial services and wealth management industries. Alongside its thought leadership and fact-based research, Investor Economics provides widely-used industry measurements and growth projections, identifies and quantifies emerging trends, and creates benchmarks for firms in the financial services industry.
Market Metrics
Market Metrics is the leading market research firm for advisor-sold investment and insurance products. Driven by a powerful combination of high quality market research, peer benchmarking, custom consulting, extensive industry experience, and advanced data analytics, the Market Metrics
research studies reveal deep, data-driven insights that arm firms with actionable intelligence to optimize performance.
Plan For Life
Plan for life is the leading independent supplier of Australian managed funds retirement and life insurance market information. Our extensive coverage of retail and wholesale managed funds includes superannuation, discretionary investment and platforms with detailed data across 37K+ funds.


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