Archive
Materials from before 2008, but which still retain some relevance today
Click on graphic to download (some only available with permission)
November 2007 Brand Ahoy! The Development of Branding in European Asset Management 
A 2007 study based on conversations with 40 industry participants and obsevers which explores the importance of brand, and how it is being developed across the industry. The study describes brand enthusiasm, brand realism and brand aversion, and reveals the existence of unconscious branding. Firms which brand most have four key attributes which are each described in detail. Available in long and short versions. With a foreword by Mhairi McEwan, Managing Director of Brand Learning. July 2007 15 Insights 
Published in July 2007 in conjunction with KAE : marketing intelligence, this short document offers a quick glance at 15 insights into the European asset management industry created between the two firms in recent months. November 2006 21 Key issues in Distribution in European Asset Management 
In November 2006 Reed MIDEM held their second Thought Leadership Summits (TLS) for senior European industry leaders. In preparation for this event Reed commissioned a study to show the key issues in Distribution in the European asset management industry. This widely acclaimed study, based on interviews with 30 industry participants, was the result.
October 2006 European Institutional Asset Management Survey (EIAMS) 
2006 2005
Invesco had created annual studies of the institutional landscape in Europe since 2000. In 2005 they asked me to take over the management of the study for 2005-2006. These two annual studies were the result. Based on the views and data from over 100 pension plans and other institutional investors in Europe, these studies reveal the way that demand for investment products and services was shifting for example towards structured products and ETFs.
2004 Costs of Distribution in European Retail Asset Management 
In 2004 for the first time in Europe, a syndicate of 15 leading asset management firms were brought together to share confidential data about their sales and marketing costs. The resulting study, created in partnership with FRC, the leading US research house, revealed for the first time the detailed breakdown of what marketing and sales cost. It also explored the way in which teams were structured and remunerated. It concluded that the Tier 1 larger firms had significant cost advantages over their smaller competitors, but that the medium sized firms were the most exposed to commercial challenges that existed at the time. This document requires permission to download, please contact us.2004 Client Segmentation in European asset management 
This 2005 study revealed for the first time the extent to which European asset management firms varied in the way they described and categorised their distributor clients. The historical reasons for this muddle were identified. The costs in terms of loss of management information and thus of strategic clarity were made clear. Lack of segmentation meant a reduction in the potential to meet client needs and thus to grow. An alternative model for segmenting of clients was offered up, along with a template of the profitability generated by each segment. This document requires permission to download, please contact us. Chief Executive's Briefing - Open Architecture / Brands 
No. 17 Open Arch. No. 19 Brand
In 2003 Sector Analysis published the last in its series of European Investor Focus, the wide ranging study into scale and nature of demand for investment funds across Europe. Two subsequent studies in the 'Chief Executive Briefing' series pulled together findings on the growth (or shrinkage as it then was) of Open Architecture (Number 17) and on brand recognition and the competitive landscape (Number 19). These documents have stood the test of time, and still offer a benchmark for present and future work to form measures in these ares of the industry. One Minute Anaysis series 
From 1998 to 2002 Sector Analysis published over 40 one page insights into all aspects of the European Asset Management industry. Here all of them are reproduced in one document. These findings are still commented on, quoted and laughed at (yes, there are jokes here) by senior industry participants, even after all these years. Maybe one day they will be revived...