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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