Expanding the retail investor market
In this issue of the Finance Dublin Funds Monitor our roundtable panel analyse the distribution landscape, how digitalisation is changing the open architecture distribution model and the successful strategies that drive better outcomes for investors. These fund platforms are helping to meet demand from new demographies that prefer to invest directly and, with Europe behind the US in this direct-to-investor model, further robust growth is expected in this space.
The individual investor is also seeing the universe of products expand, with retail access to alternatives growing. Many asset managers, primarily active in the traditional space, are increasingly interested in launching alternative products, especially around private equity, which in turn is broadening manager client base while increasing retail investor access to private markets.
The deployment of data analytics across the asset management industry also features, enabling managers to extract greater value from their data - giving them the tools to hone and create strategies, make faster decisions and improve their processes, in areas such as ESG screening.
With the next deadline for EU SFDR approaching fast, the incoming requirements are analysed, as are the new requirements the EU’s DORA places on financial services players.
The Roundtable Contributors are, listed in order of their appearance in this edition: Siobhan Moran, Head of Client Coverage Ireland, RBC Investor & Treasury Services; Annette Stack, Director, IQ-EQ Fund Management (Ireland) Limited; Meliosa O’Caoimh, Country Head, Ireland, Northern Trust; Ashley Payn, Director, Data Management, Analytics & Innovation, Office of the COO, RBC Investor & Treasury Services; Ryan Guichon, Product Head for Fund Administration & Accounting Services, RBC Investor & Treasury Services; Frank Talsma, Director, Risk & Investment Analytics, RBC Investor & Treasury Services; Andrea McEvoy, Associate Director, ESG Research, IQ-EQ Fund Management (Ireland) Limited, David Petiteville, Director, Regulatory Solutions, Prodcut, Office of the COO, RBC Investor & Treasury Services.
This article appeared on 1st November 2022.