Expert Speaker Series: Trends in direct distribution: third-party funds in a world of multi-asset and robo
16 August @ 1:00 pm - 2:30 pmFree – £75
The session will look at developments in direct-to-consumer fund distribution, including the growth of investment ‘solutions’ and the trend towards narrower investment options. This will include a look at robo-advice and platforms manufacturing their own investment products. With open architecture under threat from multi-asset, passive and platforms’ own-brand funds, where does that leave traditional single strategy?
Over breakfast, lunch or afternoon tea, these short interactive sessions allow you the time out without losing the entire day. Sessions will be intimate, starting with some key insights into the area of marketing practice, opening up to debate and discussion sharing best practice and learning.
Dr. Richard Bradley, Head of Data, Boring Money
Richard has spent the last 7 years analysing investment product distribution: researching and consulting on investment platforms, financial advisers and fund selectors. He leads Boring Money’s quantitative research and publications on the direct-to-consumer investment industry, analysing consumer and industry trends. Prior to joining Boring Money, Richard worked at Platforum, looking at the adviser and direct-to-consumer markets, and at Fundamental Media, researching the retail and institutional markets for asset managers and media buyers.