Retailisation of non-harmonised investment funds in the European Union
The survey has been closed on 30 June 2008. Thank you for your interest in this survey.
Further to the European Commission’s tender offer N°MARKT/2007/13/G awarded by PricewaterhouseCoopers Luxembourg, we invited you to participate in the first study on the retailisation of non-harmonised investment funds in the European Union.
The present study aims at analysing non-UCITS investment products in Europe that are or might be marketed to retail investors and at focusing on their distribution channels. Understanding and quantifying the new phenomenon of retailisation of non-UCITS funds is a highly strategic challenge regarding access to best investment products and investor protection issues. With this study, we will learn from the current practices, barriers and issues in order to provide the Commission with a better understanding of the market.
The objective of the study is threefold:
- Provide a detailed and quantitative description of the current distribution patterns of non-UCITS funds in Europe and more specifically to quantify the retailisation of non-UCITS funds;
- Provide an analysis of the drivers for the current trends for the different types of products, wrappers and distribution channels in the main European countries;
- Identify future trends, drivers and barriers supporting these new market developments.
The survey has been closed on June 30, 2008.
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