Platforum

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The Platforum is a research and advisory business which specialises in retail distribution and investment platforms

With a strong qualitative and analytical focus, our research helps fund managers, platforms, life companies and distributors understand markets today as well as plan for the markets of tomorrow. Our research builds on the more traditional quantitative approach and adds the analytical approach and projections usually associated with a management consultant’s report.

In the UK our key publications include the UK Adviser Guide, the Direct Platform Guide and the Workplace Savings Platform Guide. We also annually publish guides to open architecture distribution and platforms for the European and Asian markets. Details can be seen on our website www.platforum.co.uk.

Learn more
  • Platforum

    Platforum

    A research and advisory business which specialises in retail distribution and investment platforms

    main_tab.jpg

    The Platforum is a research and advisory business which specialises in retail distribution and investment platforms

    With a strong qualitative and analytical focus, our research helps fund managers, platforms, life companies and distributors understand markets today as well as plan for the markets of tomorrow. Our research builds on the more traditional quantitative approach and adds the analytical approach and projections usually associated with a management consultant’s report.

    In the UK our key publications include the UK Adviser Guide, the Direct Platform Guide and the Workplace Savings Platform Guide. We also annually publish guides to open architecture distribution and platforms for the European and Asian markets. Details can be seen on our website www.platforum.co.uk.

    Learn more
  • UK & European Research

    UK & European Research

    A quarterly publication providing insight into the adviser platform market

    UK & European Research

    Platforum research spans across five subscription streams, providing research and analysis into the UK and European markets.

    The UK Adviser Platform Guide is a quarterly publication providing insight into the adviser platform market: the players, adviser feedback and our own views. We also track on-going adviser trends such as product, investment and platform preferences.

    The UK D2C Guide looks at the direct-to-consumer (D2C) market that services self-directed investors. Our reports cover all aspects of this dynamic market as the digital revolution and significant regulatory changes make it an essential distribution channel for more and more retail investment companies.

    Platforum’s UK Fund Distribution series delves into how funds are being selected and distributed in the UK today. This series aims to unearth what is important to retail fund selectors in light of forces effecting change in the market

    The Adviser Market is a new research stream for 2017. It consists of four reports on the adviser Market which help firms prioritise BDM resource to reflect the size and structure of the advisory market. This research is also used to inform business cases with an understanding of the future make-up of the market and to develop digital tools with an understanding of the tools advisers want.

    European Fund Distribution is a series of reports which provide an overview of retail fund distribution in nine European countries. These reports review distribution in each market, highlight cross border players, look at profiles of the major open architecture platforms and exploring major trends on the continent including MiFID II. Learn more

  • Events

    Events

    Conferences, road shows, seminars and networking sessions on platforms and retail distribution topics.

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    Events

    Platforum holds a number of events including conferences, roundtables, seminars and networking sessions on platforms and retail distribution topics.

    Our Annual Retail Investment Conference, held in London each October, is the UK’s leading conference on investment platforms and retail distribution, bringing together industry heavyweights for an engaging look at the changing dynamics in the market.

    Every summer we hold our Platforum D2C + Digital Conference– where the leading technology providers in the personal investing arena strut their stuff to providers looking to spruce up their offerings.

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