01/21/2020
An extremely insightful article from Dan Sondhelm CEO of Sondhelm Partners on the trends that will shape product distribution in 2020. Fast forward to these insights from his post:
As a result, asset managers are rushing to streamline their operations while rethinking their product offerings and distribution models. However, with 85% of AUM concentrated among the top 50 funds, the biggest challenge for boutique firms is being able to achieve significant differentiation and the means to get their story out to the right subsegment of investment consultants and financial advisors. Good performance can no longer be the complete story. With thousands of available options, firms must be able to demonstrate their value in ways that make them appear compelling and unique to their target audience.
Well worth the read and giving making time to think about his insights.
Full post here: http://bit.ly/38qXf2d
Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. As these trends come more sharply into focus, 2020 will be a pivotal year in which firms either get ahead of them or continue their slide into oblivion.