Partnership Momentum Partner-driven distribution is evident with the Wealth Management partnership and the RIA Edge 100 involvement, both leveraging ISS MI data. This indicates scalable routes to asset managers and RIAs and opportunities to cross-sell MarketPulse capabilities and ETF-level analytics to these networks.

ETF Analytics Growth The MarketPulse ETF-level analytics expansion enables visibility into ETF ownership and 13F exposure, creating opportunities to upsell to asset managers, wealth firms, and family offices seeking enhanced holdings insight and competitive intelligence.

Acquisitions Reach Recent acquisitions of Family Office Access and Autus Data Services expand ISS MI’s footprint into family offices and the UK, opening sales plays around consolidated data products, bespoke insights, and localized coverage for European clients.

Scale and Value With a mid-sized but growing business, ISS MI combines proprietary data, analytics, and a broad media and events platform to offer a bundled value proposition to financial institutions looking to improve market targeting, go-to-market programs, and competitive benchmarking.

Competitive Positioning ISS MI competes with large providers but differentiates through its connected platform that blends data, analytics, research, media brands, events, and ratings to deliver integrated market connectivity for asset managers, insurers, distributors, and tech firms.