by Julliette Curtis Hayward and Sophie Huang | 03 February 2016 | Archive
Over 50% of advisers tell us they use multi-manager/multi-asset funds however asset flows seem to be stalling, the less mature D2C space looks much more positive. In the final update of our Fund Distribution 2015 series: Multi-Manager in Focus we look at the trends...
by Julliette Curtis Hayward and Sophie Huang | 03 February 2016 | Archive
Our recent Fund Distribution report focussing on discretionary fund managers (DFMs) explores how the DFM industry has evolved and how this evolution has impacted the products themselves. We also look at the process of asset allocation by DFMs and how they work with...
by Sophie Huang | 27 November 2015 | Archive
This week Sophie Huang, Senior Researcher at Platforum (@theplatforum) looks at where fund flows will come from as fund-of-funds asset growth starts to plateau. One of the challenges in doing research on multi-manager funds is that everyone seems to have a different...
by Sophie Huang and Heather Hopkins | 09 October 2015 | Archive
This week Heather Hopkins (@heatherahopkins) and Sophie Huang consider fees, transparency and the case for financial planning. How do IFAs select DFMs? A round of golf, a dinner a few times a year – these are some of the ways that the old school DFMs describe their...
