Global Distribution Survey
AIMA and PwC are working together to conduct a comprehensive, global survey on the global distribution challenges and opportunities facing the managers of alternative funds in the coming years. This survey, which focuses on the period 2017-2021, is a follow up to the similar survey conducted in 2015. By repeating a number of the questions from the 2015 survey we hope to be able to analyse the data for trends and developments.
While there has been some clarity developing in the market about how to work through specific local regulations, there continues to be opacity about how and where alternative fund managers raise money, the challenges they face, the differences in servicing different investor types, etc. We hear from our members and clients that there is a great interest in “benchmarking” or gaining a better understanding about how the industry raises assets, distributes and sells their funds globally. With this survey we hope to be able to bring some further insights to the industry on this very topical subject. We anticipate that the findings may also be helpful to us in our on-going engagement with regulators and policymakers.
We anticipate that the report on the results of this survey will provide information on, among other things:
- which countries managers have historically focused on and how that has or will change in in light of regulatory developments;
- trends in the types investors that managers are focusing on;
- the types of products investors are seeking;
- the types of marketing and distribution methods asset managers are utilising; and
- trends in where new funds are most likely to be established.
For any questions, or to request a pdf copy of the questionnaire, please contact Ken Owens at firstname.lastname@example.org, Suzanne Senior at email@example.com, Sean Herlihy at firstname.lastname@example.org or Jennifer Wood at email@example.com. The final report using these survey results will be released in 2018. The information provided will be used for analysis purposes only and no responses will be attributed to individuals without specific consent. All responses will be looked at in strict confidence, with the results made available in aggregate, anonymous form only. Thank you in advance for your cooperation and assistance. A pdf copy of the questionnaire can be accessed here.