Financial Advisors view of investment choices: Industry Research Report

Financial Advisors view of investment choices

Published Date: June 2007

Published By: Datamonitor

Page Count: 60

Order Code: R313-23973

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TABLE OF CONTENTS: Overview; Catalyst; Summary; Methodology; Executive Summary; Market Context; Sector Issues; Market Context; The Survey sample consists mostly of sole traders; Financial advisors believe sales of many savings products will remain unchanged in the future; In terms of providers, financial advisors have a particularly positive attitude towards Skandia, Friends Provident & Standard Life; In terms of mutual fund providers, advisors are most positive about Invesco Perpetual & Fidelity; Data; Sector Issues; Advisors’ choice of provider is most affected by provider service and financial strength; Life companies’ asset management arms have improved somewhat over the last 5 yrs; The area of specialization varies between different fund managers; The key opportunities in the market lie with products such as wraps and REITs, as well as areas such as the Far East; Size of fees have a most significant impact in the choice of life company; Advisors find complex funds fairly simple to communicate to clients; REIT funds are seen as a particular area of growth; Data
APPENDIX: Definitions; Methodology; Further reading; Ask the analyst; Datamonitor consulting; Disclaimer
TABLE OF FIGURES: Figure 1: Sole Traders constitute just over 40% of the total survey sample; Figure 2: Just over a quarter of respondents have more than 50% of their client base classified as high net worth; Figure 3: Approximately half of respondents have more than 50% of their customer base classified as mass affluent; Figure 4: The majority of financial advisors believe sales of many savings products will remain unchanged over the next 6 months; Figure 5: Financial advisors are most optimistic as to the growth potential of ISA, SIPP & personal pensions products over the next 6 months; Figure 6: Very few advisors had an overtly negative view of providers; Figure 7: A large proportion of respondents were indifferent towards providers, citing the belief that their products were not matched to their business model; Figure 8: In terms of product providers, financial advisors have a particularly favorable attitude towards Skandia & Friends Provident; Figure 9: Financial advisors are most impressed by Invesco Perpetual and Fidelity in terms of mutual fund providers; Figure 10: Financial strength and provider service are the greatest influences on an advisor’s choice of provider; Figure 11: Over half of financial advisors believe that the asset management arms of life companies have improved over recent years; Figure 12: Standard Life, Skandia and Legal & General are perceived to have the best asset management arms; Figure 13: Jupiter, Invesco & New Star are mutual fund providers who are also highly rated as asset managers; Figure 14: Norwich Union, New Star & Standard Life are perceived to be the top three property fund managers; Figure 15: Invesco, Jupiter & Fidelity are the top rated equity fund managers; Figure 16: Fidelity, Jupiter & Invesco Perpetual are the three most highly rated international equity fund managers; Figure 17: Over three quarters of financial advisors believe that the size of management fees have some impact on their choice of life company; Figure 18: Over 70% of financial advisors believe that management fees have an affect on their choice of mutual fund provider; Figure 19: Half of those surveyed believed that the level of fee transparency is a particularly important consideration when choosing an investment product; Figure 20: Having a wide range of underlying investment funds is important in all product areas; Figure 21: Nearly two thirds of financial advisors find fund of fund investments relatively easy to explain to clients; Figure 22: More than half of financial advisors find manager of manager funds straightforward to explain to clients; Figure 23: Nearly half of financial advisors believe that higher charging structures on fund of fund investments are only occasionally justified; Figure 24: Just under a quarter of financial advisors believe that returns achieved through manager of manager investments are not worth the higher charging structures; Figure 25: More than 80% of financial advisors believe REITs funds have growth potential over the next 5 years; Figure 26: Nearly half of financial advisors believe that equity REITs hold the most potential out of all REIT products
TABLE OF TABLES: Table 1: Funds under management levels, 2006, split by asset class; Table 2: Composition of survey sample, segmented by type of company; Table 3: Percentage of respondents who classify more than half their customer base as high net worth; Table 4: Percentage of respondents who classify more than half their customer base as mass affluent; Table 5: Advisor opinion as to how sales of certain investment products will change over the next six months, % of respondents; Table 6: Advisor attitude towards a selection of life companies, % of respondents; Table 7: Advisor attitude towards a selection of mutual fund companies, % of respondents; Table 8: Percentage of respondents who believe a selection of factors have an influence on their choice of life company; Table 9: Financial advisor opinion as to the development of life company asset management arms over recent years; Table 10: Providers perceived to have the best asset management arms; Table 11: Mutual fund providers rated highly as asset managers; Table 12: The top property fund managers; Table 13: The top equity fund managers; Table 14: The top international equity fund managers; Table 15: Financial advisor opinion towards the effect of management fees on their choice of life company; Table 16: Financial advisor opinion towards the effect of management fees on their choice of mutual fund provider; Table 17: Financial advisor opinion as the effect of fee transparency on their choice of investment product; Table 18: Financial advisor opinion as to the importance of a wide range of underlying investment funds for a selection of products; Table 19: Financial advisor opinion as to whether they find fund of fund investments straightforward to explain to their clients; Table 20: Financial advisor opinion as to whether they find manager of manager investments straightforward to explain to their clients; Table 21: Financial advisor opinion as to whether they believe returns achieved through fund of fund investments are worth the higher charging structures; Table 22: Financial advisor opinion as to whether they believe returns achieved through manager of manager investments are worth the higher charging structures; Table 23: Financial advisor opinion as to the growth potential for REITs over the next 5 years; Table 24: Financial advisor opinion as to which type of REIT holds the biggest growth potential

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