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

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Rodney Williams

diana-mackay

Diana Mackay

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Mauro Baratta

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Chris Chancellor

Market specialists covering eight European countries

No sign of light at the end of the tunnel

Another month of Brexit uncertainty, another month of redemptions from UK funds in September, ending a fifth consecutive quarter of net outflows. In fact, it was the worst quarter on record for UK fund managers, in what is also likely to be their worst year ever. Equity funds …

Market Focus, UK

Fixed focus in Switzerland

On the back of an improved political environment in September, upbeat Swiss investors continued to shop for equities (€1bn), even as other domestic markets sold out of risk assets. Overall, the month closed below August levels, but total headline sales still stood at an impressive €1.2bn – with …

Market Focus, Switzerland

A positive third quarter, but sales slowing

The Swedish fund industry ended the third quarter on a positive note. However, net sales slowed to a trickle compared with the second quarter’s booming activity. While Q2 was boosted by activity within the premium pension, with assets shifting into the system’s default equity fund, the third quarter …

Market Focus, Sweden

Flattering to deceive

On the face of it, there was a dramatic improvement this month in sales at headline level in the domestic funds arena. In fact, at ten times the previous month’s modest total, September’s net influx was the highest on Broadridge Fundfile record for Spain. Thanks mainly to September’s …

Market Focus, Spain

Déjà vu…

Benign markets, in the main supported by the renewed monetary stimulus in the US and Europe, have largely neutralised the concerns stemming from recent geopolitical events (eg Brexit, attacks on the Aramco oil facility, President Trump's impeachment inquiry) and, as a result, helped the local long-term fund industry …

Italy, Market Focus

Strong September sales rounds off a record quarter

The third quarter ended strongly, with investors providing the mixed assets class with their best sales numbers this year. In addition, support for open-ended real estate funds and bonds remained strong, while sales in stock funds recovered markedly against the previous month. Net redemptions in liquidity and guaranteed …

Germany, Market Focus

The French continue to stash their cash

September is usually a difficult month for the French funds industry because institutional and corporate outflows dictated by the liquidity cycle converge with retail investor outflows and lead to big redemptions. Corporate treasurers have large outgoings to meet, such as rents and corporate taxes, mainly from money market …

France, Market Focus

Building a coalition

Although the opinion polls indicated that there were unlikely to be any big surprises in Austria’s election on 29 September – called following a political scandal which brought down the former coalition government in May – institutional investors appeared cautious as the third quarter ended. This helped reduce …

Austria, Market Focus

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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