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Fund Distribution

Effective fund distribution is the key to being successful in the global funds market. Asset managers now operate in a climate where investment structures are becoming increasingly complex and the cross-border markets more competitive.

Among the key challenges they currently face are the ongoing evolution of open architecture models, the impact of UCITS IV, and the way investor demand for transparency is managed.

Open architecture remains an important focus in a market where the number of third party funds is expected to grow significantly. The multiplication of distribution channels also presents managers with a growing range of operational challenges throughout the investment fund value chain.

In addition, the implementation of UCITS IV is expected to bring further changes to the management of cross-border funds. This ground-breaking legislation becomes law on 1 July 2011 across the European Union and is predicted to bring fundamental change far beyond its own borders.

Coupled to these issues are investor demands for greater transparency and a tighter focus on risk management and investment returns. The prevailing mood is that investors remain committed to investment, but required more detailed information about how and where their capital is used.

Against this ever-changing backdrop, distributors and promoters continue to seek out ways to enhance the efficiency of their services and deliver world class products.

Our related publications

Supporting your global fund distribution: RBC Dexia guides*

  RBC Dexia is committed to helping its clients assess their business capabilities and enable them to make informed decisions about the set up of their funds and distribution strategies. RBC Dexia’s Expanding Fund Distribution and Regulated Investment Vehicle guides offer market critical information to help clients increase their fund distribution capacity across multiple jurisdictions.

These thought-leadership publications, specifically aimed at clients, carry key economic statistics, insights into investor trends, market participant league tables and details on the requirements for marketing and distribution. There is also comprehensive information on fund features, available categories and forms, fund comparison guidelines, regulatory analysis and the practical aspects of launching a fund.

*Not available for download

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