As part of this series, we asked , conducting officer for marketing/distribution and branch oversight at Schroders, about key issues in the industry for 2024. Roger Grüneklee told Delano:

“The fund industry is facing several challenges in the coming years.”

“Continued monitoring of global economic trends, political developments, and potential risks will remain essential for making informed investment decisions and deliver returns.”

“A key challenge facing the industry is the emergence of new investment channels, which requires adaptation of the management company’s operating models. Investors are seeking more convenient and accessible ways to invest, driven by advancements in technology. In particular, the mutualisation of private assets poses questions in terms of valuation, pricing and liquidity management. Innovative solutions, such as blockchain, have the potential to support the design of tailored, cost effective and faster solutions for investors. Supporting these digital/online platforms is crucial for the industry.”

“A further challenge might emerge from the retail investment strategy, currently being designed by the European Commission. This may introduce new requirements and standards for fund managers, distributors, and other market participants. We will be closely monitoring the development of the strategy and potential impact to our business.”

“Most of these challenges could be turned to opportunities if the fund industry demonstrates enough creativity and flexibility and is supported by the right technology.”

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