Asset Management
Entering the DCIO market Building a UK business plan based on lessons from the US
DCIO is the acronym for the ‘investment only’ provision by asset managers of investment products direct to schemes and to platforms and other distributors in the DC market. The market is in its infancy in the UK, but is mature in the US. Lessons can be learned from US precedents. This study pinpoints what the most important lessons might be, and how these can be translated into predictions for the UK, and inputs for business planning for entering this market.
The Five Futures Studies series draws on industry-wide thinking to create five scenarios to describe the range of likely outcomes in each of seven investment related business areas, listed here (with publication dates).
Five Futures European Asset Management May 2009
Five Futures Asset Management Boutiques August 2009
Five Futures Fiduciary Management October 2009
The Broad Brush is a regular analysis of strategic marketing issues in the European investment business sent out at no charge. Several issues offer insights into issues relevant to asset managers.
Nov 09 - Number 5 - The DC gold rush. Few people would associate the UK DC market with a gold rush. Now may be the time for a rethink. We go so far as to suggest that the DC gold rush could throw up a new pool of £600bn in assets.
Aug 09 - Number 4 - The many futures of European Asset Management. Planning has never been so tough. In this new piece we offer some highlights from the “Five Futures” Study that was published recently in partnership with Alpha Financial Markets Consulting. We hope you find it useful.
Feb 09 - Number 2 - Thought Leadership - A top tool for troubled times . 'Thought Leadership' is an ideal tool for the current climate. It delivers the Sales Team’s need for fresh conversation openings in these fast-changing times, and Marketing’s need for a low-cost communications channel in an era of vanishing budgets.