// Products

“A market is never saturated with good products, but it is very quickly saturated with bad ones.”
Henry Ford

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Gatekeepers 2017

Wading through thousands of funds is a difficult and labour-intensive process and it makes sense to outsource part, or all, of that process to ratings agencies or a specialist research houses.  However, fund selection requires more detailed research than just looking at past performance. With so many researchers, fund buy-lists and fund recommendations available, sorting the wheat from the chaff can be an onerous task.  But just how good are these fund selectors?

Fundscape and GBi2 put 48 fund selectors under the microscope to find out which ones really add value and stand out from the crowd.

If you're a financial adviser, our study will help you with the following:

  • Outsourced research is expensive and blind reliance on research is not enough. Pure fund rating and research is unregulated - if you’re independent, due diligence requirements demand that you ‘research the researchers’, rather than simply selecting perceived brand leaders.  Our study will provide an ongoing review of fund selectors in the market and how well they have served the needs of advisers.
  • Help your business to better structure and articulate its fund selection process
  • Provide a cost-effective way of meeting and satisfying your compliance and regulatory requirements on an ongoing basis.

If you're a fund group:

  • Provide you with an ongoing and in-depth review of fund selectors in the market and how well they have performed
  • Outline the critical success factors for being selected in this challenging environment
  • Provide you with valuable competitor insight, allowing you to monitor your peers and benchmark your progress
  • Equip you with the necessary tools to help challenge fund selections and entrenched positions on lists.

If you're a gatekeeper:

  • Provide you with valuable competitor insight, allowing you to monitor your peers and benchmark your progress.
  • Provide you with an independent assessment of your fund lists and research process.

...

To download the presentation click here.

To download the executive summary and table of contents click here.

To download an order form, click here.

Gatekeepers site.

 

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The Platform Report

The Platform Report is a quarterly publication monitoring and analysing the fund platform distribution channel. It is a closed user group, meaning that platforms must provide actual sales and asset data in order to participate. They must also abide by a confidentiality agreement. Since platforms also provide granular data on their bestselling funds, subscription is extended to fund groups provided they sign a confidentiality agreement.

The Platform Report provides broad coverage of this important wholesale distribution channel in the UK. It provides essential reading on latest industry developments, allowing readers to monitor competition and fast-changing industry trends. In-depth analysis by product and type of platform (fund platform, wrap, DC, D2C etc) and over-arching distribution channel (retail advised, corporate/institutional and direct) are key features.

In addition to providing comprehensive platform data, Fundscape provides unique coverage of sectors, fund groups and funds by gross and net sales. Platforms provide their top 1,000 share-classes, enabling us to provide an aggregate view of the fund groups and funds winning business via platforms.

To download a data questionnaire, click here.

To download the confidentiality agreement, click here.

To download an order form click here.

 

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The Platinum Database

Fundscape’s paper-based Platform Report allows subscribers to monitor platform trends on a quarterly (and static) basis, providing unique insight into current developments.  But using it to monitor longer-term trends is difficult without re-keying numbers into spreadsheets… until now, that is.  Housing all data collated since 2006, Fundscape is pleased to present the Platinum database. This tool does away with the need to re-key data, and provides subscribers with a unique and dynamic web interface to historical platform data and trends.

Platinum subscribers can view their full data history, previous data submissions as well as monitor key competitor, product and proposition trends.  Using the intuitive report functionality, users can interrogate the database to generate reports on assets, gross and net sales for any time period by platform, by product or by type of platform.

Platinum operates under the same confidentiality terms as the Platform Report and tracks usage using web technology.

Click here to download the marketing materials.

Subscribers can access the Platinum Database here.

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The Distribution Report

Understanding distribution dynamics is critical to success in today's rapidly changing environment.  The Distribution report, written in association with Matrix Financial Solutions, provides analysis, data and detailed commentary on trends in the fund distribution universe with broad coverage of wholesale aggregators (platforms and insurance providers) as well as individual distribution channels such as financial advisers, wealth managers, D2C platforms, employee benefits consultants etc.

Which products and sectors are being sold through which channels?  How do we compare to other competitors? Essential reading for both distributors and fund managers, this report answers these and other all-important distribution questions. It enables readers to track developments by wholesale aggregation, channel, product wrapper, sector and more.

The report uses actual sales data contributed by wholesale distributors and fund managers provided by Matrix Solutions' Financial Clarity database.  There are two prices: for fund managers and distributors that provide data to Matrix Solutions, the annual fee is £3,000. For those that do not provide data to Matrix Solutions, the annual fee is £6,000.  This is a joint product and subscriptions are invoiced by Matrix.

For further details on the Financial Clarity database, please visit: https://www.financial-clarity.com.

To download an order form click here.

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The Definitive Guide to the UK Fund Industry 2015

Published in Q1 2015 and jointly written and compiled by Fundscape and the Pridham Report, the Definitive Guide to the UK Fund Industry is the most authoritative study available on one of Europe's largest fund markets, revealing the factors that can create new business opportunities for companies – or potentially act as barriers – whether they are active as a domestic or as a cross-border player. Data, market forecasts and detailed commentary, will give both insight and the inside track on the current competitive environment in the UK's fund arena.

This 184-page reports is an overview of the current state of play in the UK fund industry in the post-RDR world.  As well as analysing the current scale and scope of the UK fund industry and reviewing the leading players, funds, and the distribution landscape, the report also provides projections on the potential five-year growth of the industry with pessimistic, realistic and optimistic scenarios. Product development initiatives are covered in five chapters on the different asset classes with in-depth analysis of underlying sectors, competitors, funds and their future potential.  The report uses four different data sources to provide robust analysis of the UK market. Broadridge Financial Solutions (previously Lipper), Matrix Solutions' Financial-Clarity, IA statistics and Fundscape's proprietary data collected through the Pridham and Platform Reports.

To download the marketing flyer, click here.

To download the table of contents, click here.

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Deconstructing the UK Funds of Funds World 2015

Published in Q3 2015. This report analyses and reviews the UK ex-house funds of funds sector, reviewing everything from leading funds and fund groups through to which underlying funds and fund managers are winning the most business. How do you attract the attention of fund selectors? Which funds are they buying, and more importantly, what are they looking for? These are just some of the questions that we cover in this report.

FOF picture

Historical data to June 2015, market forecasts and detailed commentary, giving both insight and the inside track on the current competitive environment in the UK's funds of funds arena. As well as analysing the current scale and scope of the industry, the report also provides projections on the potential five-year growth of the industry with pessimistic, realistic and optimistic scenarios. This 86-page report is competitively priced at £2,500.

To download the contents and executive summary click here.

To download an order form click here or use the order button below.

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Consultancy

We also undertake bespoke work and consultancy projects. We have experience of helping clients across a wide range of areas including strategy, product development, market analysis, entry strategies etc. Please contact us to discuss your requirements. Click here for the contacts page.

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