Products

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

01

Gatekeepers 2019

The Gatekeepers study has been running for four years now, shining a light on the opaque and murky world of gatekeepers, fund selectors and investment influencers. Following the intense media focus on the Woodford Equity Income fund and the Hargreaves Lansdown’s Wealth 50 list and funds of funds, this year's report focuses on direct-to-consumer (D2C) lists as well as the opposite end of the distribution spectrum, Discretionary fund managers (DFMs).

Why are Gatekeepers important? They influence more than 70% of all platform flows, and in adverse markets, the proportion is considerably higher. Their reach is significant — regardless of how good or bad they are, funds that aren't on Gatekeepers’ radars are losing out on substantial flows. In 2018, retail platforms recorded net flows of £45bn so upwards of £32bn was under some kind of influence.  In the first half 0f 2019, net platform sales  plummeted to just £6bn and we suspect that all of that was gatekeeper influenced.

Two products

Designed to help fund selectors, fund groups and advisers, the Gatekeepers Report and the quarterly Gatekeepers Database aim to equip you with the tools you need to stay ahead of the competition in this rapidly changing landscape.

Gatekeepers Report 2019
  • Size and scope of the market
  • Who's hot and who's not
  • Critical success factors
  • How to get on gatekeepers' radars
  • Leading gatekeepers
  • Leading fund groups
  • Leading funds and sectors
  • Directory of gatekeepers
  • And more!
Gatekeepers Database
  • Quarterly updates
  • Five list types (raters, advice, D2C , DFMs, other)
  • 95% coverage of market
  • 39 gatekeepers (fund selectors)
  • 178 lists including 134 DFM portfolios
  • 12,448 funds from 820 fund groups
  • Fund additions and removals
  • DFM portfolio analysis
  • Gatekeeper, fund group, sector and fund analytics
  • Performance metrics
  • And much more!

Download order form here.

Download the table of contents, exec summary and introduction here.

Want to compare funds right now? Visit our Gatekeepers app.

 

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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 Assessment 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 substainable future for your platform.

These are not any reports, these are Fundscape reports

Published in landscape format, the CARs are a unique, content rich mix of commentary, data and charts covering the following:

  • Summary overview
  • The 4 platform Ps (proposition, pricing, penetration and profitability)
  • Historical trends
  • Product and channel analysis
  • Competitor dashboard
  • Key financial indicators and analysis
  • SWOT analysis
  • Commentary, insight and much more...

Competitively priced (£2,000 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 dashborads
  • Use your own CAR as an independent overview to be shared with the board, clients, fund groups and future prospects.

Download the flyer here.

SPECIAL OFFER: BUY 5 CARS PLUS YOUR OWN FOR JUST £9,000!

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02
03

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 5,000 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, get in touch. All subscribers need to sign a confidentiality agreement. To find out more about subscriptions, get in touch.

To download a data questionnaire, click here.

To download the timetable, 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, which is underpinned with Financial-Clarity data, 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 customer-facing 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.  The annual fee is £3,000. 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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Essential guide to the UK distribution landscape

The UK fund industry is the largest domestic and most dynamic fund market in Europe, so it's no surprise that domestic and international fund houses compete for a slice of the action.

On the surface the distribution opportunities seem substantial, but the landscape is complex, multi-layered and advice-driven. Access routes often lead to 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.

The essential guide to the UK Distribution Landscape

Published in Q318, this Essential Guide to the UK Landscape 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, details on professional fund buyer preferences, leading distributors and more, to help you identify the best routes for your business.

With insight and analysis from Fundscape, the UK’s leading investment consultancy, backed up with data from Fundscape’s proprietary databases, Gatekeepers and Platinum, as well as the Matrix Financial-Clarity database, The Essential Guide to the UK Distribution Landscape is an unrivalled and comprehensive review of the market.

What you get

Historical data to June 2018, market trends and detailed commentary giving both insight and the inside track on the UK distribution landscape:

  • Size and scope of the UK savings market
  • Market data and sizing of the fund distribution landscape
  • Changing distribution models and impact on demand
  • Analysis of wholesale and customer-facing channels
  • Leading distributors, fund groups and funds by channel
  • Emergence of new business models
  • Impact of regulation
  • Key distributor case studies
  • Full data pack and summary presentation deck

Download the executive summary and the table of contents here.

How to order

The report is competitively priced at £3,000 and is available now. To download an order form click here or use the order button below.

THIS IS NOT ANY REPORT. THIS IS A FUNDSCAPE REPORT.

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06
07

Deconstructing the Funds of funds World 2018

The trend for outsourcing investment has grown sharply in recent years, and with the advent of pension freedom, it's only going to get bigger. Model portfolios are all the rage, but in the background funds of funds continue to build a consistent book of business. They represent 14% of total industry assets and are punching above their weight with 18% of total industry net sales. So how do you make sure you're getting a slice of the action?

Published in Q1 2018, this Fundscape report analyses the UK ex-house funds of funds sector, reviewing everything from leading funds and 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.

Historical data to September 2017, 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 exhaustive 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.

THIS IS NOT ANY REPORT. THIS IS A FUNDSCAPE REPORT.

 

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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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09

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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