How to win business and influence model portfolios 2023
It’s a tough market out there. The cost of living is up, and investment flows are down. And then there are the changing investment trends… model portfolios now account for c70% of retailed advised platform flows, so if your funds aren’t included in model portfolios, then you’re potentially missing out on substantial flows. And that’s before the gloom and doom of the current environment!
Discretionary fund managers used to be the main providers of model portfolios, but now platforms, fund managers, research houses, and even advice firms are getting in on the action. How do you get noticed? Does one size fit all or do you need to tailor your approach depending on the distributor type? How do you do business in this highly competitive market?
Published in Q3 2023, How to win business and influence model portfolios is the definitive guide to the UK's model portfolio activity. high on quant, full of qualitative colour and enriched with adviser, platform and fund manager insights:
- The size, scope and market share of the model portfolio sector
- Distribution megatrends
- The unitisation of model portfolios
- Discretionary v advised model portfolios
- Model portfolios on platforms
- Leading gatekeepers (the model portfolio providers)
- Leading model portfolios by assets, sales and market performance
- What model portfolio providers want from fund managers (key selection criteria)
- What advisers want from models
- Growth forecasts
- In-depth interview and much more!
To order your copy click here or use the order button below.
Essential guide to UK fund distribution 2023
The UK fund industry is the largest domestic and most dynamic fund market in Europe, so it's no surprise that fund houses compete for a slice of the action.
On the surface the distribution opportunities are plentiful, but the landscape is complex, multi-layered and advice-driven. Access routes are often dead ends and blind alleys. Gatekeepers and professional fund selectors influence a significant proportion of UK fund assets, while another chunk is controlled by vertically integrated groups… if you’re not doing business with either, then the volume of accessible fund assets shrinks fast.
Download the flyer here.
Published in Q4 2023, The Essential Guide to UK Fund Distribution 2023 will help you navigate the UK landscape, provide you with comprehensive information on the size and scope of the market, the lowdown on wholesale and customer-facing channels, leading distributors and more, helping you identify the best routes for your business.
With insight and analysis from Fundscape, the UK’s leading investment consultancy and unrivalled distribution data from Finscape, The Essential Guide to the Fund Distribution 2023 is an unrivalled and comprehensive review of the market.
What you get
Historical data to September 2023, market trends and forecasts, and detailed commentary giving both insight and the inside track on the UK distribution landscape:
- Size and scope of the UK retail wealth management industry
- Changing distribution landscape
- The channels
- The impact of gatekeepers
- The impact on fund managers
- Leading distributors, fund groups and funds by channel
- Competing products and services
- Key distributor case studies and interviews
- The future - growth forecasts and scenarios
- A gull data pack and summary presentation deck
How to order
To order your copy click here or use the order button below.
The Platform Report
The Platform Report is a quarterly publication that monitors and analyses the platform market. It is a closed user group, meaning that platforms must provide actual sales and asset data in order to participate and sign a confidentiality agreement. Since platforms also provide granular data on their bestselling funds, fund groups can also subscribe provided they sign the confidentiality agreement.
The Platform Report provides broad coverage of the UK platform market. 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 (retail advised, workplace, institutional and direct) is a key feature.
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 share-classes, enabling us to provide an aggregate view of the fund groups and funds winning business via platforms.
If you would like to subscribe, please get in touch. All subscribers need to sign a confidentiality agreement.
The Distribution Report
Understanding distribution dynamics is critical to success in today's rapidly changing environment. The Distribution report provides analysis, data and detailed commentary on trends in the fund distribution universe with in-depth coverage of customer-facing channels such as financial advisers, discretionary fund managers and D2C platforms.
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 channel, product wrapper, sector and more.
The report uses actual sales data contributed by platforms and fund managers provided by Finscape. For further details on Finscape, please visit the Finscape site.
Direct Matters
Direct Matters is Fundscape's quarterly report covering all aspects of the Direct market — D2C platforms, robos and online discretionary investment providers. The aim is to include investment and trading apps too.
The report only launched in Q420, but is already growing into the flagship report for the Direct investment sector — in much the same way the Platform Report became the flagship report for the adviser platform sector.
This report also includes valuable insights and trend data from https://compareandinvest.co.uk/
If you would like to subscribe, get in touch. Subscription is £4,500 per year.
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.
Competitor Assessment Reports (CARs)
In the highly competitive platform industry, monitoring, assessing and staying ahead of your competition is critical to success. But with resources tight as a drum, it's difficult to gather the data you need to monitor your rivals closely. What's more, gathering and collating data on your peers can leave little time for the things that really matter — your platform proposition and strategy.
Fundscape's new range of Competitor Analysis Reports (CARs) is designed to take the weight off your teams and provide fresh, timely and detailed analytical reports on your competitors, freeing your team to concentrate on what matters — developing a long-term, sustainable future for your platform.
Published in landscape format, the CARs are a unique, content rich mix of commentary, data and charts covering the following:
- Summary overview
- The platform Ps (proposition, product, pricing, penetration, profitability etc)
- Historical trends
- Product and channel analysis
- Competitor dashboard
- Key financial indicators and analysis
- SWOT analysis
- Commentary, insight and much more...
Competitively priced (£3,000 for the first one with a 10% discount for each additional report), the CARs can be tailored to suit your needs:
- Compare and contrast competitor data with your own
- Select different competitors in the dashboards
- Use your own CAR as an independent overview to be shared with the board, clients, fund groups and future prospects.
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.