Leading financial services researcher covering Managed Funds, Retirement and Life Insurance in Australia

 

About Us

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ISS is the Global Leader in Corporate Governance & Responsible Investment. For three decades, ISS has remained true to its mission: Enabling the financial community to manage governance risk for the benefit of shareholders. Read more about ISS.

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ISS Market Intelligence (MI) division provides critical data and insight to global asset managers, insurance companies and distributors to help them make informed, strategic decisions to manage and grow their business. Through its industry-leading combination of proprietary and integrated datasets, in-depth global research and reliable executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments. 

Company History

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Plan For Life was founded by Simon Solomon in 1988 as an actuarial consultancy. The company grew into a research house specializing in Australian managed funds and life insurance data collection and reporting. 

In 2019, the business was purchased by Institutional Shareholder Services Inc. (ISS), the world’s leading provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers.

Capabilities

RESEARCH TOPICS

  • Market Share

  • FUM, Inflows, Outflows and Net Flows, Performance Returns

  • Forecasts

  • Benchmarking

  • Awards

GLOBAL RESEARCH

  • New Zealand Funds and Kiwisaver

  • US and Canada Mutual Funds

  • Europe, Asia Funds, Latin America

KEY RESEARCH AREAS

  • Managed Funds, Superannuation and Retirement – Retail, Wholesale, Institutional, Superannuation.

  • Life Insurance – Individual Risk, Direct Risk and Group Insurance.

  • Annuities - Rates, Sales, Historical Data