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3rd Party /
Intermediaries
Methodology
Research was conducted
amongst:
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Private Banks
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Retail Banks
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Insurers
At each of these
distributors (where relevant) the following job
responsibilities were interviewed:
Research Structure
The research consists of
2 parts. The first part focuses on media selection
and what sources of information, fund distributors
use to identify suitable distribution partners and
providers, and which publications they read and use
for business purposes and how they rate them
editorially.
This section addresses the major media sources such
as conferences, websites, national and international
newspapers and trade titles across the main European
markets which will include:
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Nordic region
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Benelux
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Switzerland
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Germany
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France
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United Kingdom
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Spain
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Italy
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The second
part of the research looks to ascertain how well recognised fund
managers are amongst manufacturers of fund products and the
distributors of funds. A major focus will be on finding out the
importance of brand and the significance of brand value in the
third-party fund selection process. The research will also look
at the area of performance as major criterion in fund selection
and whether there is a strong correlation between a strong brand
name and fund performance. Other areas to be researched will
include:
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How and why
funds and providers are selected
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How funds are
delivered and packaged
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The leading
funds by major asset class as selected for or by investors
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What are
European retail investors demanding in terms of choice?
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Who is the
person(s) responsible for selecting third-party funds?
The research will
also examine future market developments such as:
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