The world of mutual funds is often divided into competing categories. Typical distinctions include equity vs. bond, active vs. passive, and proprietary vs. third-party distribution.
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.
Italian investors began the year in a surprisingly calm mood. Net flows into local long-term funds were relatively slight at just over €1bn with support for mixed asset funds being generally dragged down by a sizeable redemption from the traditionally popular fixed income arena. Inflationary winds blowing in …
The start of the French year is always flush with cash. Wealth-tax avoidance is one of the main reasons for heavy withdrawals in December, which are promptly followed by reinvestment in January. And, on a more prosaic level, many mainstream retail investors top up their savings after Christmas's …
With ongoing concerns about Brexit negotiations and prime minister Theresa May’s leadership, UK investors appear to have become somewhat more cautious at the start of this year. Although industry flows in general appeared relatively strong in January, led by high equity fund sales, this was largely due to …
Total Swiss inflows were a smashing €6.4bn in January – the strongest long-term sales of any domestic market and Switzerland's best since January 2015. The highest demand was reserved for equity funds, followed by fixed income. Several other categories were also in the black – mixed assets benefiting …
The new year brought positive sentiment towards equity funds once again, with global stock markets trending upwards and the Swedish Exchange bouncing back into the black after two months of decline. January was all about equity funds – although bond funds attracted some positive flow, the rest of …
Overall net headline inflow in domestic funds was up on the preceding month’s positive total and, in the core long-term asset classes, the increase was especially marked. The mixed-asset class strongly reasserted its customary sales superiority over equity, though support for the latter was no less firm than …
Germany’s fund market started 2018 where it left off last year, with sales in long-term funds topping the €4bn mark in January. Mixed assets received the most flows, followed by the 'other' category, which was supported by enhanced money market funds. The equity class also recorded an excellent …
The message may finally be getting through to Austrian investors that they need to take a bit more risk if they want to achieve a real return on their money. After last year’s net outflows, local fund managers saw positive sales to start the year. This was mainly …
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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