Europe’s passive funds are stealing the spotlight from their active rivals. They have grabbed a huge share of the net flows resulting from a ballooning choice of products coupled with a favourable regulatory environment.
The Fund Radar toolkit includes data, reports, analysis and opinion in formats engineered for tacticians, strategists and time-poor senior executives. Below is a selection of our power tools.
Bringing together the latest data with cutting-edge analysis and commentary on both domestic and cross-border markets, these reports reveal market signals and trends that asset managers need to inform and guide business planning. First Sight outlines the sales headlines three weeks after month’s end, and is powered by data from Morningstar Direct. Second Sight delivers a much deeper exploration of monthly, quarterly, or annual fund flows and industry developments. The report analyses data from Broadridge FundFile and Fund Buyer Focus, and is published six weeks after month’s end.
We know that time is a precious commodity. That’s why, every month, we create an executive summary and infographic providing immediate insights into the most important activity of the period.
Keeping you up to date with all the major sales and asset gathering activity at cross-border and local-market level, core data provides a clear snapshot of sales across Europe. The data is integrated into our reports but is also available online in a standalone format for Fund Radar subscribers.
Join live updates or listen to recorded broadcasts at a time that suits you for short, sharp quarterly updates and topical discussions from our panel of industry experts.
The Fund Radar team does the heavy lifting for you. We gather and analyse data and provide actionable advice to free up your resources to respond to market developments and opportunities.
Success in Europe comes from local focus. Fund Radar has the depth of local market coverage that most pan-European commentary ignores.
Combining country and subject-matter expertise, Fund Radar transmits forward-looking opinion to help shape asset managers’ thinking in key areas:
Whether you are on the move or in the office, Fund Radar travels with you, providing access to all data and analysis on mobile and desktop devices.
Each member of our management team has more than 25 years' experience of delivering forward- thinking research and guidance to asset managers and industry bodies. This has helped attract and assemble a unique team of journalists, local market and functional specialists to provide clients with independent and authoritative thinking to challenge or validate in-house decisions.
Net sales bounced back in 2017 following a slowdown in 2016. Negligible interest rates continued to encourage plenty of new money into funds. The Swedish fund market boomed in H1, before slowing and seeing outflows in Q4. Escalating outflows were staunched, however, by the annual injection of Premium …
The year was a fruitful one for the domestic industry, even if the headline-sales data suggested otherwise. Overall net headline inflow in 2017, including short-term funds, amounted to barely half that registered in 2016. There was, however, an emphatic sales rebound in domestic third-party funds of funds. Furthermore, …
There is no doubt that UK investors were enthusiastic about funds last year. Fund flows were, however, also bolstered by large-scale institutional transfers into funds, made for tax reasons. Still, even without these one-offs, it proved to be a record year for retail investment in funds. Overall, equity …
The Italian fund industry continued to navigate the ocean of liquidity generated by QE and, with a following wind from ultra-low interest rates, attracted investors seeking extra yield. As a result, local banks and financial adviser networks continue to divert most of their clients towards in-house ranges – …
2017 was an eventful year for Austria, which may explain the cautious approach of its investors. On the political front, the coalition which had ruled Austria for many years collapsed in May, paving the way for a general election in October. This resulted in a new coalition between …
It’s been 10 years since the financial crisis, but it’s taken France until now to recover. 2017 was the first year in which France recorded anything like its pre-crisis sales; long-term annual sales of €28bn were on a par with 2003 and 2004, but still some way short …
Swiss domestic fund assets grew by 3% over the course of 2017, despite falling bond prices and local investors displaying indifference to risk assets. The asset bases of bond, money market, and property funds all decreased, those of mixed, equity, enhanced money market, and precious metals funds provided …
Germany’s fund industry can celebrate an excellent 2017 despite a generally weaker final month. Mixed assets finished on a high note with their best sales in over two years. Otherwise the only noteworthy support in December was given to enhanced money market and 'other' funds while equity sales …
Providing strategists and tacticians with early identification of market threats and opportunities, Fund Radar helps clients achieve a competitive advantage with actionable insight to develop business across Europe.
“I think that the low-interest-rate environment will have an effect in this regard, in that it should lead to the launch of products that suit the requirements of such a scenario. Other factors that could come into play would be the structural reforms in countries – Greece, for example – where such measures have yet to be effected, and the removal of political risk as a threat to market stability over the next few years.”
Drivers of change: Spain, Funds of funds management
Selectors citing regulation as top driver of industry change, by market
Data and view sourced from
Our sales forecasts and predictions are reviewed and updated quarterly to give your strategic planning the leading edge in all weathers.
To keep you up to speed with the ever-shifting European landscape, we track market and pan-industry trends and provide opinion and actionable insight. These include demand for product types, the impacts of forthcoming regulations, distributor views on industry drivers and the success of different fund business models.
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