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

CACEIS
03/06/2024

CACEIS has completed the integration of RBC IS European enti...

Since 1st June 2024, less than a year after the acquisition of Royal Bank of Can...

CACEIS
CACEIS
21/05/2024

CACEIS has created a Digital Assets business line with a ded...

CACEIS is a major player in asset servicing in Europe, and is taking steps to st...

CACEIS
CACEIS
25/04/2024 Partenariat
CACEIS

CACEIS intègre sur son Connect Store une nouvelle solution ...

CACEIS annonce la signature d’un partenariat avec AlphaOmega, une RegTech[1] s...

CACEIS
CACEIS
12/02/2024

CNP Assurances renouvelle sa confiance à CACEIS

A l’issue d’un appel d’offres, CNP Assurances a renouvelé sa confiance à...

CACEIS
CACEIS
09/11/2023

HV Capital choisit CACEIS comme dépositaire de quatre fond...

HV Capital, investisseur européen majeur en capital-risque, a récemment confi...

CACEIS

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