// Schroders Tag

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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Gatekeepers

08 Mar 2016 We have lift-off!

Last Wednesday 2nd March, at a breakfast briefing hosted by Schroders, we launched the Gatekeepers report to a packed room of senior figures from the fund management industry. We were overwhelmed by the turnout — of the 50 groups that were invited to attend, 48 attended and demand has been such that we're holding a second event on 30th March (if you'd like to be come, let us know).

 

Gatekeepers

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Funds of Funds

02 Nov 2015 Who’s hot or not in the Funds of Funds world?

The trend for outsourcing investment has grown sharply in recent years, and with the advent of pension freedom it is only going to get bigger. Model portfolios and robo-advice are currently the talk of the town, but in the background funds of funds have been hoovering up assets.

According to Fundscape’s  latest report Deconstructing the UK Funds of Funds World, FOF assets may only represent 12% of the total fund industry AUM (June 2015), but they punched well above their weight with 52% of industry sales in H1 2015. So in short, it pays to be part of this expanding market.

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