the distribution report
TRANSCRIPT
Understanding fund distribution dynamics is critical to success in today's rapidly changing environment. The Distribution Report, written by Fundscapein association with Matrix Solutions, provides analysis, data and detailedcommentary on trends in the fund distribution universe with broad coverageof wholesale aggregators (platforms and life and pension providers) as well as primary distribution channels such as IFAs, wealth managers and employee benefit consultants.
Which products and sectors are being sold through which channels?How do we compare to other competitors? Essential reading for both distributors and fund managers, this report answers these and
other all-important distribution questions. It enables readers to track developments by wholesale aggregation, channel, product wrapper, sector and much more.
The Distribution Report is a quarterly report available from Q1 2011 on annual subscription. It usesactual sales data contributed by wholesale distributors and fund managers to Matrix Solutions’Financial-Clarity database. It is a closed user-group publication with restricted circulation, whichmeans that prospective subscribers must also subscribe to Financial-Clarity.
What is Financial-Clarity?Financial-Clarity is a suite of revenue-driving business intelligence tools for the UK financial services industry. It features three component parts:
1) A secure data hub containing aggregate market sales data from financial product providers and platforms in the UK;
2) The Matrix Financial Intermediary Database (MFID) — the UK’s most comprehensive intermediary database with up-to-the-minute market intelligence on outlets;
3) A web-based interface providing easy access to the analysis of own sales and aggregated market intelligence.
For further details on Financial-Clarity, please visit: https://www.financial-clarity.com.
What is Fundscape?Fundscape provides informed analysis,comment and insight into the UK fundindustry and other fund markets globally. Its activities include the publication of several regular reportsincluding the Pridham Report, whichis unique in monitoring actual fundflows in the UK, and the PlatformReport, which provides in-depthcoverage of the burgeoning platformand wrap market.
For further information pleasevisit: www.fundscape.co.uk.
The Distribution Report
The Distribution Report
Who is the Distribution Report for?
This report analyses the fund distribution landscape and is designed tohelp industry participants address areas of strategic importance.
More specifically, its content is designed:
For asset managers
• Monitor which distribution channels are delivering sales and which channels are thriving or merely surviving
• Spot emerging fund trends, find out who is selling what, and what is hot and what is not with different distributors
• Assess the volume of business being aggregated through life and pension providers and platforms
• Refine and/or expand product offerings and tailor them accordingly to primary channel preferences
For Platforms and L&P providers
• Benchmark competitiveness and assess market share• Understand the competitive landscape in terms of trends and
potential market growth• Understand the changing dynamics of the primary business channels• Monitor changing product and sector trends and their likely impact
on business
About the reportThe Distribution Report is jointly published by Fundscape and Matrix Solutions.Annual subscription is £2,500.
To subscribe please contact Matrix:David LovellSales Director
[email protected]: 07771 985187
For further information please contact Fundscape:Bella Caridade-Ferreira
[email protected] Tel: 020 7627 1145
Fundscape51B Netherford Road, London SW4 6AF
Email: [email protected]: www.fundscape.co.uk
Matrix Solutions55 New Oxford Street, London, WC1A 1BS
Email: [email protected]: www.financial-clarity.com
Richard JonesBusiness Development Director
[email protected]: 07775 582482