TAKING THE REINS

Other research reports in the series

Rethinking Distribution - June 2011

Creating competitive advantage in a new fund distribution paradigm

Rethinking distribution Creating competitiveadvantage inanew funddistributionparadigm

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 the shift of global economic power toward SAAME (South America, Asia, Africa and the Middle East) countries; the ageing of the population 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.

June 2011

1

Ideal Advice - June 2010

A step-change in the industry’s relationshipwith the individual investor

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

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. Also available in Spanish

J u n e 2 0 1 0

Ideal Fund - June 2009

Reengineering the fund value proposition

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.

June2009

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