AIM insights

Mutual funds with lowest fees win the most investor inflows. Yet another example of the pressure on fund fees. Regulatory pressure, the drive for transparency, the rise of passive investing and years of uninspiring returns are all playing their part.

In case you missed it, the latest paper in the PWC series looking at change in the asset and wealth management industry is a must read for every asset management marketer.

The millennial generation is one of the most scrutinised generations in history and given that they are the future consumers it’s vitally important for marketers to understand their behaviour, needs and wants to deliver relevant communications to them.

After presenting on GDPR to the network earlier this year, we welcomed back Julia Kirkland, Senior Partner at FSTP for our latest FMN expert speaker series. Julia presented an overview of upcoming regulatory changes that will have an impact on marketeers in the industry.

This study looks at how charges are explained to investors and the beneficial use of graphic illustrations to show the impact of charges on investments. It shows that a number of behaviourally-informed graphic treatments can impact investors’ fund choices and, in some cases, their understanding of charges.

We caught up with Courtney Waterman, Head of EMEA Marketing at Schroders, to ask her some questions as part of our Views, Insights & Perspectives video series.