We are the experts in investment product distribution.

We deliver our insights through research reports, live events and bespoke projects.

Find out more

We know a thing or two about investments

Our work covers the adviser, direct-to-consumer (D2C) and retirement markets, the influences in fund distribution in the UK and the investment distribution landscape in Europe and Asia.

We work with platform providers, fund managers, life companies, advisory firms, distributors, partners of platforms and platform users.

We help providers with strategy, market intelligence and proposition development. We also work with advisor firms, helping with their platform selection and due diligence.

Content and insights are delivered in reports, through live events, in person briefings and webinars.

Subscriptions at a glance

Platforum’s research with adviser platforms and financial advisers is updated quarterly in The Adviser Platform Guide. The guide provides insight into trends in the adviser platform market, analysis of platform performance based on AUA and sales data to help firms assess the performance of the market and individual platforms. The updates include analysis of adviser survey research, tracking use and adoption of platforms, investment strategies and products.

Our subscribers include fund managers, platforms, technology firms, larger distributors and product providers. Insights are delivered through reports, analyst briefings and online presentations.

Find out more

Adviser platform overall tax wrapper split, 31 Mar 2015

Platforum’s research in the direct to consumer market allows firms to look behind the scenes into direct platforms in the UK to provide a benchmark for asset growth and to inform proposition development.

We look at the characteristics of propositions in the market and survey consumers on their routes to market. We cover current issues including: regulatory changes, the impact of the new pensions freedoms, the evolution of investment solutions, changes to platform and fund management pricing and external influences like the growth of US robo advisers.

Find out more

AUA by provider type

Platforum publishes reports on UK, European and Asian fund distribution.

In the UK, we analyse the influences involved and aim to bring providers closer to the fund selectors, distributors, platforms and the end investor.

Our European Platforms and Open Architecture guide provides an overview of platforms in the UK, Switzerland, Italy, Germany, France, the Netherlands, Spain and Sweden.

The Asian Fund Distribution Guide provides an overview of the fund markets across Asia, aiming to provide an overview of distribution, the major players, levels of demand for third party distribution and opportunities for non-local firm.

Find out more

Who chooses your clients' investments?

The Platforum Retirement Funding Guide helps firms respond to and keep abreast of the rapidly changing retirement market. Our insights inform product development decisions and allow firms to manage risk through on-going updates. Insights are delivered through research reports, analyst briefings and online presentations. Four research reports are planned for 2015 including:

  • State of the market: provider and advsier response, February
  • Platform pricing and functionality, May
  • Consumer reaction to the changes, June
  • Update on retirement market trends, November
Find out more

How do you feel about the pension changes?

Platforum publishes two reports on international fund distribution covering Europe and Asia.

Our European Platforms and Open Architecture guide provides an overview of platforms in the UK, Switzerland, Italy, Germany, France, the Netherlands, Spain and Sweden. We also look at the growing cross-border players.

Our Asia Fund Distribution Guide provides an overview of the fund markets across Asia. The aim of this report is to provide an overview of distribution, the major players, the levels of demand for third party distribution and opportunities for non-local firm.

Our subscribers include fund managers, platforms, technology firms, larger distributors and product providers. Insights are delivered through reports, analyst briefings and online presentations.

Find out more

Meet the professionals