// Gatekeepers



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.

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

  • 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!

Download the table of contents, exec summary and introduction here

Access Gatekeepers here

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