Knowledge Center Archive


Ten Common Fund Distribution Missteps

Distributing investment products into the retail intermediary channel can be challenging, resource-intensive, and highly competitive. Add to that continuing intermediary consolidation and an economic environment that can provide more volatility than positive performance, and it becomes imperative that asset managers consider the basic lessons of those that have gone before them.

An effective distribution strategy can yield significant and longstanding rewards but there are some common and simple missteps that managers should work to avoid. While many of these are well-known and obvious to those already active in the market, these ten common missteps should nevertheless act as a refresher.


Download the Ten Common Fund Distribution Missteps (PDF)