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ONE Fund Distribution Survey
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While cross border asset gathering remains at the core of our Fund Industry, help us shaping the Fund Distribution support of tomorrow.
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1.
What is your main investment fund business activity?
(Required.)
Asset Manager
Management Company / AIFM
Distribution Intermediary / Business Introducer
Other (please specify)
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2.
Which location are you performing cross border distribution from?
(Required.)
European Union (EU)
Europe ex EU (i.e. UK, Switzerland, Norway, other)
US, Canada
South America
Africa and Middle East
Asia Pacific
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3.
What is the size of your AUM?
(Required.)
Under € 500 million
Between € 500 million – 10 bn
Between € 10 to 250 bn
Over €250 bn
4.
What fund type are you sponsoring / managing / distributing?
UCITS
AIFs
Other (please specify)
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5.
Is your distribution strategy...
(Required.)
Domestic only
Cross border only
Mixed of domestic and cross border
6.
Which domicile are you using for your cross border distribution?
Luxembourg
Ireland
Cayman
Other (please specify)
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7.
In how many countries are your funds registered?
(Required.)
1 to 5
6 to 10
11 to 30
over 31
8.
Where are the most important regions you currently distribute to?
European Union (EU)
Europe ex EU (i.e. UK, Switzerland, Norway, other)
US, Canada
South America
Africa and Middle East
Asia Pacific
9.
What are your firm’s top distribution priorities for the next 12 months?
Expand or rationisalise your product offering
Expand target markets / investors’group
Expand current distribution jurisdictions
Rationalise current distribution jurisdictions
Other (please specify)
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10.
How many distribution agreements are you managing?
(Required.)
<250
250 to 500
500 to 1500
>1500
11.
Among your cross border distribution activities what are the pain points you would seek support / alternative solutions for?
Distribution network due diligence and oversight
Distributor management (legal agreement, onboarding, ongoing data management, rebates review, etc.)
Fund registration process and support
Regulatory reporting (KI(I)D, EMT, EPT)
Sales force (e.g. post Brexit access to EU market)
Other (please specify)
12.
On the above pain points which solution would you favour the most?
Consultancy
Technology Solution
Outsourcing
All the above
Other (please specify)
13.
Which distribution oversight activities would you be interested in support for?
Design Risk Based Approach and Due Diligence Questionnaire
Initial Due Diligence
Periodic Due Diligence and ongoing monitoring
Distribution Oversight Reporting
14.
The 'one with you'-webinar "Unpacking Fund Distribution Support of Tomorrow" broadcasted on 16 September 2021 was covering the following aspects of distribution, which of the below is of highest interest to you?
Distribution network oversight
Third party vs inhouse Management Company models
ESG impact on distribution
Other (please specify)
Current Progress,
0 of 14 answered
