Retail fund distribution in the midst of major changes according to CACEIS and PwC report

en

Asset managers need to refine product propositions and distribution models. Distributors need to propose new engagement models

<< Back
30/06/2015 |
  • CACEIS

We believe that the insight and recommendations in this report will help asset managers and distributors define strategies that are needed to navigate the challenges before them. Readers will get a glimpse into the world of retail fund distribution with a specific focus on the hurdles distributors and product manufacturers will have to overcome if they want to succeed in this new environment

Joseph Saliba, CACEIS Deputy Chief Executive Officer

CACEIS and PwC Luxembourg joined forces to release a new report, entitled Reshaping retail fund distribution - Winning strategies and tactics in a disrupted environment.

In addition to an overview of the current fund distribution arena and its continuous transformation, the thought leadership piece identifies three disrupting factors with which players will have to contend going forward: (1) the latest regulatory agenda, (2) a serious change in the investor base and (3) recent technological developments.

The report highlights the impact of these catalysts on the fund industry value chain and the balance of power between the legacy industry players (i.e. asset managers, institutional investors and distributors) and the industry’s new players. It offers various new strategic actions and value propositions that asset managers and distributors should consider in response.

Four years ago, (June 2011), CACEIS and PwC published the report Rethinking distribution – Creating competitive advantage in a new fund distribution paradigm in which they suggested a strategic reconsideration of distribution practices. Since then, the impact of these disruptions on the industry has intensified and now requires appropriate actions.

“The decision to focus our research paper on retail fund distribution was driven by the changing face of this industry,” said Olivier Carré, Partner, Regulatory & Compliance Advisory Services Leader at PwC Luxembourg. “Opportunities abound for asset management firms and distributors, but they must understand how to make the most of them. New pricing models, strong client-centric solutions, and increasing integration of social, mobile, analytics and cloud, a.k.a. SMAC technologies, will be essential for those who want to succeed in the new fund distribution landscape.”

Joseph Saliba, CACEIS Deputy Chief Executive Officer, stated, “We believe that the insight and recommendations in this report will help asset managers and distributors define strategies that are needed to navigate the challenges before them. Readers will get a glimpse into the world of retail fund distribution with a specific focus on the hurdles distributors and product manufacturers will have to overcome if they want to succeed in this new environment.”

The full report can be downloaded at www.caceis.com or www.pwc.lu

Back to top  | << Back

Communiqués liés

Deloitte New Partners Managing Directors
19/05/2022 Personnalités

Deloitte nomme 21 nouveaux Partners et Managing Directors

Démontrant sa pleine confiance en un avenir prometteur, Deloitte Luxembourg a n...

Deloitte
ERG's logo (002)
19/05/2022

ERG notes that English High Court confirms breaches of dutie...

Eurasian Resources Group (“ERG” or “the Group”), a leading diversified n...

Eurasian Resources Group
NPT-1 (002)
18/05/2022

Goodyear réimagine le pneumatique pour un avenir de la mobi...

Le paysage de la mobilité évolue et nous entrons dans une nouvelle ère pour n...

Goodyear
Peter Hughes

Apex Group announces acquisition of the Maitland business

Apex Group Ltd. (“Apex” or “The Group”), a global financial services pro...

Apex
Sightline-2 (002)
17/05/2022

Goodyear Sightline : L'intelligence des pneumatiques pousse ...

Les données sont essentielles à l’heure où les véhicules – et leur envir...

Goodyear
Post
17/05/2022

Le Groupe POST a réussi à maintenir un niveau de performan...

Le Groupe POST a réalisé un chiffre d’affaires de 898,9 millions d’euros, ...

POST Luxembourg

Il n'y a aucun résultat pour votre recherche

We use cookies to ensure the best experience on our website. By accepting you agree the use of cookies. OK Learn more