Fund Distribution Outlook: How to Differentiate Distribution in 2024

February 21, 2024
  • Investor Services
BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fund-raising environment, regulatory changes, and technological advancements.

The Trends and Strategies Shaping an Industry in Flux

What’s the key to differentiated distribution? There is no one single optimal strategy, but instead many disparate elements must work in unison. Managers that build a strategic ecosystem of internal teams and external partners; prioritize the client experience at all stages; and take a thoughtful, practical approach to exploring new products and innovation deployments will be best prepared for the future. Download the full report to learn more.

 

Distribution as a Team Sport

Adrian Whelan and Killian Lonergan discuss how asset managers are building new teams with different skill sets to differentiate their distribution strategies.

Three Ways that Managers can Differentiate Their Distribution Efforts in 2024 and Beyond:

  • 1. Treat Distribution as a Team Sport

    Face-to-face sales are no longer the only way - new skills are needed to access and engage digital natives and technology led platforms that now dominate asset allocations.

  • 2. Prioritize Client Experience and Service

    Asset managers are adapting to changing dynamics with plans to offer more innovative products and large managers could take advantage of their resources across product design, marketing, and sales to get ahead.

  • 3. Maximize Product Innovation

    Good technology, interfaces, and better data insight and pattern recognition are helping asset managers leave lasting impressions with their investors, especially during the onboarding process.

Key Findings From the Report:

  • 54%

    of firms plan to actively raise assets in Europe in the next 3 years

  • ≈ 50%

    are looking to go to market with ELTIFs and LTAFs in the next 3 years

  • 44%

    of firms spend 4-6 months negotiating distributor agreements

Adrian Whelan and Killian Lonergan debrief on what it means to maximize product innovation in distribution.

Andrea Murray sits down with Killian Lonergan to discuss the important role of distribution in the ETF landscape, specifically in Europe.

BBH’s Market Intelligence Group and Nondini Chakrabarti, Relationship Manager - Global Distribution, Polen Capital discuss how to uncover the trends and strategies you should consider as you evolve your distribution approach to stay ahead.

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