Aegon Adviser Attitudes Report 2021

Impact of PROD and MIFID II How has PROD/MIFID II affected your firm’s investment proposition? Select up to five responses. 22% 18% 16% 14% 12% 14% 12% 11% 18% 7% 3% We’ve increased the use of multi-asset funds We’ve increased the overall use of lower cost solutions We’ve changed the way we select funds and due diligence We’ve amended the way we segment clients It has increased the cost of managing certain investment strategies We’ve changed our processes around assessing client suitability We have introduced different investment strategies for different client segments We outsource more investment solutions to DFMs We have reduced the overall use of higher cost solutions Increased disclosure has made us consider using fewer in-house advised model portfolios Other 18 Aegon adviser attitudes report 2021