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Five-year platform projections that give a bird's eye view of growth

09 Jan 2017 Five-year platform projections to 2021

Each year we provide five-year platform projections and look at the main drivers of growth and change, and their significance for different stakeholders. KEY TRENDS The world is literally changing before our eyes. The nationalistic mood sweeping through global politics is re-setting government policy globally and there is a similar mindset shift sweeping through financial services. Whether fund managers and platforms like it or not, in this low-growth world the old way of doing business is no longer viable or sustainable and investors are no longer willing to subsidise it.  That means increased focus on the cost of investment solutions and their

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12 Oct 2016 The future is orange

When RDR became reality and the advice gap widened, it was only a question of time before a FANG (Facebook, Amazon, Netflix and Google) or a traditional supermarket chain like Tesco, Waitrose or Sainsbury’s disrupted the financial services market with their client knowledge and big data.

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19 Sep 2016 Gatekeepers — it’s been a year!

Gatekeepers.  That word strikes fear into many fund managers' hearts and rightly so. These are the people who increasingly influence and direct the volume of sales in the UK, and if a fund group isn't on their radar it's potentially missng out on some sizeable assets. The problem becomes even more acute when the investment outlook is stormy and investors are taking shelter.

The Gatekeepers analysis by Fundscape and GBi2 was designed to shed  light on this murky world and help fund groups understand and pinpoint available opportunities. But it was also designed to help advisers and investors make sure  they work with gatekeepers who are actually making a demonstrable difference to investor outcomes.

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11 Aug 2016 So you wanna be a contender?

So after months of speculation, Aegon finally announced that it is acquiring the Cofunds platform for £140m. The mood at Witham is understandably elated, much to L&G’s amazement. To be blunt though, when you’ve hit rock bottom the only way is up.  The team is ecstatic to be joining a parent that actually wants to be a major player in the platform game and hopes the days of operating on a shoestring are finally over.

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20 Jul 2016 Brexit casts a long shadow over the industry – June’s monthly sentiment survey

THE UK WAS LEFT REELING BY THE BREXIT VOTE. RESPONDENTS ARE FEARFUL FOR THE FUTURE.

Ordinarily, the June sentiment survey would have been conducted Mid June and the results provided a week later, but we decided to wait for the EU referendum on 23rd June. The shock result left everyone reeling, and this  sentiment survey specifically explored fund groups, platforms and distributors' immediate reactions to the result.

There were a total of 80 responses in June.  Of these, 53% were from fund groups, 35% from platforms,  5% were distributors (advisers, wealth managers etc) and the rest were banks and life companies. Most respondents were UK-based, although 16% said they were cross-border or domestic European fund providers.

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27 May 2016 Sentiment in the month of May

A long and sultry summer of sports and social events used to distract the haut monde from investments and led to the old adage of 'Sell in May and go away, come back on St Leger's Day'. Whether stock markets underperform during the six-month period has never been conclusively proven, but respondents to our May survey were undoubtedly more cautious on the outlook for the second quarter.  But it's Brexit and not tennis is overshadowing proceedings.

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09 May 2016 Gatekeeper selections and the top sectors of 2015

According to the Investment Association, the top sectors of 2015, by net sales, were UK Equity Income, Targeted Absolute Return and Europe ex-UK.  Fund groups lucky enough to have funds in these sectors will have had a good year, and if their funds were on any shortlists, they probably had a great year.  How much impact does being selected by a gatekeeper have on a fund's fortunes? We ran our gatekeepers analysis to find out which funds had performed best and whether there was any correlation between performance and the number of selections they had attracted. All of the funds shown below are ranked on their three-year returns.  The tables below include a mix of the best funds by performance and the funds with the most gatekeeper selections. The ones with the  most gatekeepers usually attract the most flows.

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