by Platforum | 09 January 2018 | Archive
Platforum’s latest UK fund distribution report published this week, Tracker funds and ETFs shows that the vast majority of advisers (94%) are using passives within client portfolios but they are blending active and passive funds. Higher transaction costs for ETFs on...
by Platforum | 08 January 2018 | Archive
Platforum has announced the promotion of Miranda Seath to Research Director with responsibility for adviser platforms, the financial advice market and UK fund distribution research. Rodolfo Crespo has also been appointed Associate Research Director with responsibility...
by Rodolfo Crespo | 05 January 2018 | Archive
New Year, new research. Platforum welcomes in 2018 with our latest Consumer Insights report published earlier this week. We continue to track investor involvement with investments, or in other words, whether they are self‐directed, entirely reliant on expert advice or...
by Platforum | 18 December 2017 | Archive
One of the most fascinating charts in the latest Platforum report on multi-asset and multi-manager funds is a scatter diagram relating fund flows to fund charges – as measured by average OCFs for different groups. The basic data comes from Morningstar and covers the...
by Mariam Pourshoushtari | 08 December 2017 | Archive
There was a time when certain industry commentators speculated that platforms would eventually make back office software redundant. Not so much now. This sector within the fintech industry – perhaps traditionally regarded as rather pedestrian in some quarters – is...
by Rodolfo Crespo | 01 December 2017 | Archive
In our latest wave of consumer research, we find that just over a third of investors are clear about how much they pay for their fund investments. If anything, this self-reported perception may be too high. Fund fees are probably still too complicated for most...
