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Fund Distribution: CACEIS on the Road

CACEIS is organising a series of roadshows in eight European cities based on the “Reshaping Retail Fund Distribution” study published with PwC on changes in the fund distribution sector.

The success of this study has encouraged CACEIS to organise a series of roadshows in Europe during the first half of 2016 to present its findings. 

The authors identify the impact of various changes on fund distribution: the expectations of young investors in terms of digital solutions, regulatory measures (MIF and RDR in the United Kingdom and the Netherlands) adopted by the public authorities and the financing needs of retirement savings. Based on an analysis of these factors, the study shows how best to adapt to this new environment. The authors also propose strategies to enable management companies to remain competitive in the marketing of funds. 

These roadshows will take place in Paris (Feb. 17th), Milan (Mar. 8th), Luxembourg (Apr. 12th), Frankfurt (Apr. 19th), Dublin (May 19th), London (TBD), Munich (TBD) and Zurich (TBD). CACEIS experts will engage in a dialogue with players involved in the management and distribution of funds to discuss possible strategies for leveraging the opportunities offered by changes within the sector. They will also present the range of fund distribution support services provided by CACEIS.