Retail Investment Product Selection

The online report where independent financial advisors (IFAs) and private wealth managers examine how developments in the retail investment sector are altering investors, advisors and product providers’ attitude and approach to the retail investment market place.

As the retail investment sector prepares for the Retail Distribution Review (RDR) enforcement in 2012, IFAs and private wealth managers are examining the opportunities that will arise in the market place as well as the expected challenges of operating in a post RDR world.

With the modification of distribution channels such as the emergence of fund platforms and the growing number of wrap providers, IFAs and private wealth managers are also faced with increased complexity in selecting retail products for investors.

The ‘Retail Investment Product Selection’ report is the first of its kind to be written primarily by independent financial advisors, private wealth managers and bankers addressing the prominent issues affecting the retail investment space.

Key issues include:

Have developments in the retail product design and distribution channels simplified the market for investors or just introduced complexity?
How are the leading retail product providers designing funds for new attitudes to risk, return and asset class preference
Brand awareness strategy: standing out in the retail investment crowd
Introducing exotic and alternative investment funds to the retail space
Measurement techniques for determining the strength of your product provider
Examining the anticipated side effects of the RDR on the retail investment market
Who is the finger pointed at when investments go sour?

Key service and product providers this report is suitable for include: