RETHINKING DISTRIBUTION

Of the same series

Ideal Advice - June 2010 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. Available also in Spanish.

I d e a l A d v i c e A s t e p - c h a n g e i n t h e i n d u s t r y ' s r e l a t i o n s h i p w i t h t h e i n d i v i d u a l i n v e s t o r

J u n e 2 0 1 0

Ideal Fund - June 2009 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.

Ideal Fund Reengineering the fund value proposition

June2009

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