We are our methodology – rigorous and transparent

The methodology for measuring the perceptions of Europe’s fund buyers is based on a medal system of gold, silver and bronze.

Each medal position is transformed into a point score with three points being awarded to the group taking the gold medal, two for a silver and one for a bronze. The amalgam of these points facilitates analysis and tracking that is based on rankings and changing positions within the ranking tables. The FBF scoring system allows measurement not only of the preferred groups, but also the relative impact of business drivers on choice.

Interview reach split by country

Source: FBF December 2013
  • 14%
    Switzerland
  • 14%
    Spain
  • 13%
    France
  • 13%
    Germany
  • 13%
    Italy
  • 11%
    UK
  • 7%
    Belgium/Luxembourg
  • 6%
    Netherlands
  • 5%
    Austria
  • 4%
    Sweden

Fund selectors split by personal focus/distribution channel

Source: FBF December 2013
Respondents categorise themselves under the respective personal focus categories:
  • 33%
    Discretionary wealth manager

    Banking services that are traditionally offered to rich, high net worth individuals. Services include everything from protecting and growing assets in the present, to planning retirement and passing wealth on to future generations.

    The client gives the portfolio manager a mandate, to manage his/her assets according to fixed principles (e.g. risk profile).

  • 21%
    Advisory wealth manager

    Banking services that are traditionally offered to rich, high net worth individuals. Services include everything from protecting and growing assets in the present, to planning retirement and passing wealth on to future generations.

    The clients receive investment advice from their portfolio manager but the final decision is made by the client.

  • 16%
    FoF manager

    Either a portfolio manager of a fund of funds or a member of its team (e.g. analysts, researchers).

  • 14%
    Retail bank

    Typical mass-market banking for individual clients. Services offered include: savings and checking account transfers, mortgages, personal loans, debit cards, credit cards, etc.

  • 7%
    IFA

    Independent financial advisers or IFA’s are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole market, as their advice is independent from any third party.

  • 5%
    Insurance

    Management or sales of insurance products (e.g. unit-linked products).

  • 4%
    Fund Supermarket

    An online fund platform / online broking platform which gives individuals access to worldwide capital markets and allows them to make investment decisions on their own behalf. This category also includes online banks which typically offer the following services: account transfers, balance inquiries, bill payments online, loan and credit card applications, etc.