What’s inside Fund Radar?

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.

reports

First Sight and
Second Sight reports

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.

Executive snapshot & monthly infographic

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.

reports

Net sales history of active long-term funds (€m)

Select your market from the dropdown list and click on asset classes to exclude/include them

Core data

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.

Webcasts

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.

reports

The fast track to building and
sustaining in-depth market knowledge

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.

Market coverage

Success in Europe comes from local focus. Fund Radar has the depth of local market coverage that most pan-European commentary ignores.

  • Cross-border
  • Austria
  • France
  • Germany
  • Italy
  • Spain
  • Sweden
  • Switzerland
  • UK
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Themes

Combining country and subject-matter expertise, Fund Radar transmits forward-looking opinion to help shape asset managers’ thinking in key areas:

  • Competition
  • Distribution
  • European trends and forecasting
  • Product
  • Regulation
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The content you want, wherever you are

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.

Independent thinking

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.

100% owned by the management team

rodney-williams

Rodney Williams

diana-mackay

Diana Mackay

mauro-baratta

Mauro Baratta

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Chris Chancellor

Market specialists covering eight European countries

Slowdown continues and investors reduce risk

There was little new money going into funds in March as the Swedish fund industry suffered a second consecutive month with everything bar bond funds (and funds of funds) in the red. Although redemptions from equity and money market funds slowed down from February, the overall positive effect …

Market Focus, Sweden

Staying on the defensive

With ongoing buoyancy in stock markets supposedly lifting local fund investors’ mood after a rocky 2018, the recent low-key domestic sales improvement continued. March’s modest overall net-sales balance was the best in the last 12 months. However, it was not enough to pull overall net domestic sales into …

Market Focus, Spain

Turning point – or just a break?

Despite the strong recovery in wider financial markets and the local FTSE MIB rising by a massive 16.2% since January, the domestic long-term fund industry disappointed in March. Local investors preferred to cash out of riskier positions, especially from the mixed and equity arenas, rather than invest. As …

Italy, Market Focus

Property leads funds industry to profitable first quarter

Fund investors remained in a buying mood, providing the industry with the best sales result for long-only funds so far this year. Substantial monies were taken out of liquidity funds and reinvested, mainly in equities, which posted a stellar month. Flows to mixed assets could not match, however, …

Germany, Market Focus

Fickle fortunes

Speculation that an updraft in securities markets earlier in the quarter would lend support to cross-border fund flows in March was disabused as investors retreated into money market funds and pulled further away from the equity asset class. While active equity funds were the principal detractors passives also …

Cross-border, Market Focus

Down but not completely out

Three months of solid stock market performance has done little to lift the spirits of French investors, resulting in a seventh consecutive month of long-term outflows. With stock-markets at new highs and domestic uncertainty still strong, it was no surprise that many investors chose to crystallise their gains. …

France, Market Focus

Another quarter, another three months of outflows

The uncertainty of Brexit continues to bedevil the UK funds industry. There were net redemptions again in March, the tenth consecutive month and the longest period of continuous outflows ever in the UK, according to Broadridge estimates. In March the highest withdrawals were from equity funds, but overall …

Market Focus, UK

A fairly fine first quarter

2019 started strongly in Switzerland, with Q1 ending in the black – unlike Europe as a whole. All major indices were positive, with the SMI scoring at the higher end (+12% in Q1). Assets, including ETFs, crossed the €500bn mark and long-term sales (excluding ETFs) posted a pleasing …

Market Focus, Switzerland

Stay ahead of the game

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.

Fund selector feedback

“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

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Data and view sourced from

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Market forecasts

Our sales forecasts and predictions are reviewed and updated quarterly to give your strategic planning the leading edge in all weathers.

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Trends analysis

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.

Crack the code of European fund markets

Have access to all the latest forecasts and analysis on European fund movements, wherever you are.

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