RESHAPING RETAIL FUND DISTRIBUTION

MESSAGE FROM THE AUTHORS

4

INTRODUCTION

9

SETTING THE SCENE PRODUCTS RENEWED

11

13

INTERNATIONALISATION ON THE RISE

13

DIGITALISATION UNDERWAY

14

MARKETING STRATEGIES RESTYLED

14

ASYMMETRY OF INFORMATION HAS DECREASED, PRICING TRANSPARENCY HAS INCREASED

15

DISRUPTING FACTORS

19

REGULATORS PUT CLIENT’S INTERESTS FIRST

20

A NEW GENERATION OF INVESTORS STANDS APART FROM THE CROWD ASSET AND WEALTH MANAGEMENT IN THE NEW DIGITAL ECONOMY

23

26

WINNING STRATEGIES AND TACTICS 31 ASSET MANAGERS TO RETHINK THEIR PRODUCT STRATEGY TOWARDS BOTH DISTRIBUTORS AND RETAIL INVESTORS 33 DISTRIBUTORS TO PROPOSE NEW CLIENT ENGAGEMENT MODELS 38 BRANDING WILL BE KEY FOR BOTH ASSET MANAGERS AND DISTRIBUTORS 40

CONCLUSION

42

7