Buyers sell fund giants as boutiques gain popularity

FE report reveals key trends

Anna Fedorova
clock • 3 min read

Boutiques have jumped up the popularity rankings among fund buyers as they have been removing some of the larger, well-known vehicles run by big providers from portfolios, according to the latest annual research paper by FE.

In a report entitled Evolution and Experimentation: The Financial Advice Market in 2016, FE surveyed around 200 fund selectors and analysed data on how around 10,000 buyers used its FE Analytics tool to research managers when constructing and monitoring client portfolios. Its report examined the behaviour of fund buyers over 2015 as a whole, as well as comparing January 2015 to January 2016. These latest figures show more than half of the top 20 investment managers in the research league table are boutiques, while the bottom 15, which have seen the biggest fall-off in adviser research...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Robeco and Gravis partner for digital infrastructure fund launch

Robeco and Gravis partner for digital infrastructure fund launch

Growth and income focus

clock 21 March 2024 • 1 min read
Waystone teams up with Fulcrum AM to launch private markets LTAF

Waystone teams up with Fulcrum AM to launch private markets LTAF

Approved by FCA

Cristian Angeloni
clock 21 March 2024 • 1 min read
Hargreaves Lansdown's Lund-Yates: Equity strategies for the new tax year

Hargreaves Lansdown's Lund-Yates: Equity strategies for the new tax year

ISA season deadline

Sophie Lund-Yates
clock 15 March 2024 • 3 min read
Trustpilot