Research Reports»Calastone May 2017

Distribution state-of-the-nation

Funds Europe, in association with Calastone, sought to identify the main trends affecting the evolution of fund distribution.

Part 1: Getting funds from A to B

Just as the music and publishing industries were disrupted by a digital revolution, so is the funds business undergoing a technological shift.

Part 2: Education

Robo-advisers and exchange-traded funds are not the only challenges faced by fund companies. We asked respondents to pick from a list of factors that are often said to limit fund penetration.

Part 3: Technical challenges

One of the suggested ways for asset managers to raise assets is by improving their employment of client data. It is a suggestion that aligns with one of the buzzwords doing the rounds at the moment, ‘big data’.

Part 4: Friend or foe

One of the most interesting dilemmas facing asset managers is which types of company to ally with, and which types to defend themselves against.