Recent articles by: Fiona Maciver
  • September 2019Opinions & Features

    Asset allocation yin and yang

    Faced with continued global economic headwinds fanned by political and trade tensions, portfolio managers and advisers are navigating their clients' portfolios through choppy waters. As seen in recent sales data and the recent flight to bonds, appetite is markedly risk-off, which is further reflected in our latest data on third-party fund buyers’ asset allocation intentions.The most recent data from Fund …
  • August 2019Opinions & Features

    Ch-ch-ch-ch-changes – Turn and face the strange

    Our latest biannual review of European fund buyers’ thoughts on the drivers of industry change reiterates the radical transformation both the industry and the global economy is in the midst of. While regulatory reforms have been a significant driver of recent – and ongoing – change fund buyers highlight multi-faceted and often interconnected forces disrupting the future direction of the …
  • July 2019Opinions & Features

    Spinning around in mixed assets

    The mixed or multi asset arena covers a vast range of different flavoured funds for retail investors seeking the benefits of an 'expertly' managed, diversified portfolio. While the asset class has suffered redemptions over the last nine months, mixed asset has had a stellar period of asset growth since 2011. The size of the distribution opportunities and competition varies from …
  • June 2019Opinions & Features

    Value in local flair – boutique brands

    Last month was our quarterly review of group momentum, where we highlighted how smaller managers continue to punch well above their weight in the battle for new business. This month we delve a little further into some of their success stories, examining the boutique brands winning over fund selectors – as well as the shock waves that might follow a …
  • May 2019Opinions & Features

    Discretionary growth and dispersion

    A potent mixture of market forces and technological advances are providing rapid growth for discretionary investment managers in Europe. Fund Radar takes a look at the asset management brands serving this channel, and some of the changes that are influencing future developments, yielding opportunities and challenges for new and existing players across the value chain.Broadridge estimates that across Europe, the …
  • April 2019Opinions & Features

    ETF distribution disruption

    Whether you view the growing footprint of ETFs as an opportunity or a threat to your business, their adoption, particularly among retail investors, is set to accelerate in the wake of Mifid 2. While the regulatory focus on fee transparency pushed the cost of investing under the spotlight, Mifid 2 was a double-edged sword for passive brands, with price alone …
  • February 2019Opinions & Features

    Distribution dilemmas

    Except for the first quarter, 2018 was a challenging year for fund sales after the record-breaking results of 2017. Political and economic storm clouds shook investor sentiment, with downbeat feelings gathering momentum in the second half of the year. While this negativity had a detrimental impact on net sales, there were minimal changes to the market share of distribution channels …
  • January 2019Opinions & Features

    Marketing resolutions

    If market volatility predictions for 2019 prove correct, exemplary communications will be a key means of helping intermediaries and end-investors hold their nerve. With that in mind, Fund Radar presents its annual review of asset managers' marketing and communication rankings, delving into the leading groups' recipes for success. And, a year on from Mifid 2, we consider the outcomes stemming …