Why, how and when wealth managers use exchange traded funds (ETFs) and index mutual funds as well as how they are reacting to changes in regulation and digital disruption.
The market for index products has exploded in recent years, but there is little information on how the UK wealth management market uses index products and why.
This report aims to shed light on the index investing behaviours and views of the UK wealth management industry. Our research consisted of both quantitative and qualitative interview programmes, speaking to organisations who together advise or manage over £4.5 trillion on behalf of retail clients.
The findings from the report address eight key areas about the use of index investments by UK wealth managers:
To better understand the UK wealth management’s motives for index investing, read our: View on index investing from the UK wealth market report.
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