Our regular round-up of the latest insights on investment distribution
Platforum Workplace Savings Guide – Workplace savings providers and employee engagement
The workplace savings market is attracting a great deal of attention. Many consider it the best opportunity to close the savings gap. With auto-enrolment (AE) having been rolled out across large employers and SMEs currently staging, unprecedented numbers of...
Heather Hopkins 15 December 2015
Fallout from 2015 Platforum predictions
This week, @heatherahopkins reviews the Platforum team’s predictions for 2015 -- where we hit or missed the mark. While each of the last 365 days seems to have whizzed by, looking back it feels like a long time since we wrote our Platforum predictions for 2015....
Heather Hopkins 11 December 2015
Platforum’s Profile on Cofund’s Platform Proposition
Cofunds found itself in choppy waters in Q2 2015, following rumours of a sale. Significant institutional outflows stunted net sales as a result but, as we approached the end of 2015, there were signs that the platform had steadied its ship. Uncertainties over...
Miranda Seath 04 December 2015
Robos in the workplace
This week Jeremy Fawcett (@jfawcett), Head of Direct, looks at new technology for workplace savings on the eve of the publication of our latest Workplace Savings Guide… Recent McKinsey research shows that chief execs and landscape workers are unlikely to be...
Jeremy Fawcett 04 December 2015
DIY Investors – the new fishing ground for multi-managers?
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...
Sophie Huang 27 November 2015
AXA Wealth’s Elevate platform sees strong pension flows in 2015
After a tough 2014, Axa Wealth’s Elevate appears to have turned a corner. It is receiving investment, gathering assets at pace and seeing strong flows into pension wrappers. This is in spite of uncertainty over its future ownership. The platform’s gross and net...
Miranda Seath 20 November 2015