Research Reports»Calastone May 2017

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

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

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.

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’.

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


Global Fund Management Regulatory Outlook 2023
The financial services industry is no stranger to frequent regulatory upheaval and scrutiny, however the past year has been particularly demanding on market participants.

This whitepaper details key regulatory changes scheduled and pending in 2023, and how they will impact fund managers and fund distributors.
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