Background

For over 150 years, collective investment schemes have provided millions of people in the UK and across the world with diversified access to global markets, helping them to save effectively and productively for the future. As technology and investor behaviour evolve, this paper explores where the investment funds industry may head next. Will the fund continue its incremental adaptation to the challenges and opportunities of today’s world? Will a more innovative evolution take place to connect better with customers? Or, alternatively, will it transform into a different kind of product altogether?

Executive Summary read here

Full Report read here

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