27 May Channel differences
Posted at 10:45h in BlogOur quarterly Platform Report was published a couple of weeks ago. It’s popular with platforms and fund managers as it allows them to benchmark themselves and monitor overall trends in the platform space. Some platforms are reluctant to share their quarterly figures (sales and asset growth), so the report is confidential and circulation is restricted. We release headline industry figures to the press and throw in the top three platforms for assets, asset growth, gross and net sales. However, the large multi-proposition platforms can often obscure developments in certain areas of the industry. As a result, we also analyse platforms by their different propositions, which include fund platform, wrap, corp/DC, institutional, sub-advised and D2C. Some of the proposition breakdowns are estimated, but we try to get as much guidance on our estimates as possible from the platforms themselves and from their competitors.