Rethinking Distribution
PwC Luxembourg and CACEIS jointly publish research on creating competitive advantage in a new fund distribution paradigm.
The report anticipates a number of key drivers of change and resulting scenarios for the industry. Overall, the research found that drivers such as regulatory developments with a strong focus on consumer protection and regulation at the point of sale; the shift of global economic power toward SAAME (South America, Asia, Africa and the Middle East) countries; the ageing of the population; competition from substitute products; and greater use of social media are set to challenge the asset management industry to come up with new thinking to promote their products in a manner that is different from current traditional patterns.
Although nobody can predict the future of fund distribution, we do have broad trends that can guide us. Utilising these trends, we have defined a number of potential scenarios for the next five to ten years within this report. Some will materialise, some will not. The value of each scenario lies in the critique that we can individually bring to it after considering the factors involved and weighing the arguments objectively.
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Ideal Advice
A step-change in the industry's relationship with the individual investor
Within this report we examine the state of play of financial advice within Europe and provide a set of key recommendations which we believe are critical to enhance the overall quality of investment advice. In our view, now is the time for our industry to take bold and convincing steps and an active role in achieving a business model that is both sustainable and investor centric.
Ideal Fund
Reengineering the fund value proposition
This paper takes an investor-centric approach to examine the mutual fund value proposition and outlines recommendations for governments and the industry to promote sustainable solutions that will serve investors. The focus is on the long-term investment goals of European retail investors.
