Our regular round-up of the latest insights on investment distribution
Man and machine: the need for a human touch
We know that robo propositions make up the fastest growing segment of the direct to consumer market in the UK and across Europe they now manage over €10bn. But while the growth story is impressive, acquisition is a real struggle. One global trend is robos looking...
Arun Shrestha 13 April 2018
AMMS Policy Statement: A quiet revolution in how we assess value
A quiet revolution is taking place in asset management and it relates to how we measure value. The implications could stretch beyond asset managers and across the value chain if the FCA extends the framework that it sets out in the latest AMMS policy statement to...
Miranda Seath 06 April 2018
Larger platforms still dominating the market
UK adviser platform assets grew strongly in 2017, surpassing the half a trillion AUA mark. In percentage terms, growth outstripped the direct platform market, reinforcing the view that now is a good time to be an adviser (and an adviser platform). Platform growth...
Andrew Ashwood 23 March 2018
Platform IPOs – the time is right
Platforms are all over the national and trade press following a spate of IPO announcements and rumours. But what are the implications? Firstly, who’s doing what? Transact listed last month with a valuation of £650m – shares have since increased by 38%. Old Mutual...
Platforum 16 March 2018
Are select list funds consistently outperforming their sectors?
Do select lists successfully identify the top performing funds? They play a big role in guiding self-directed investors, but do the funds on them deliver consistent, market-beating returns? We pose these questions and driIl down into the performance of each...
Andrew Ashwood 09 March 2018
How to get a 50 million pounds boost in flows
On a rainy December day last year, Hargreaves Lansdown announced the inclusion of the First State Asia Focus Fund on its Wealth 150+ select list. Suddenly, the sun shone for this fund! Morningstar data shows that net flows in the following month after the Wealth...
Rodolfo Crespo 02 March 2018