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.
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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.
Rodney Williams
Diana Mackay
Mauro Baratta
Chris Chancellor
January’s fair market weather continued into February. Among major world indices, the SMI saw some of the strongest returns, with year-to-date gains of over 11%. Total net inflows for the month neared €3bn, slightly outpacing January’s figures. In line with Europe’s general trend, bonds bagged all the glory, …
Despite two months of improving stock markets, there was no respite for the French fund industry. The only asset classes to attract net flows were bond, money market and the newly-popular real estate sector. Total sales were €7bn, but long-term flows were in the red to the tune …
It has been a gloomy start to the year for the UK fund industry. In February there were net redemptions from funds for the ninth consecutive month according to both Broadridge and the Investment Association’s (IA) figures – although both showed withdrawals somewhat down on January. All asset …
The local Italian industry mirrored the more generalised recovery seen in the wake of dovish signals from the US Fed. Fixed income products attracted the bulk of inflows, with net sales of over €1bn, followed by equity and other asset classes, which recorded net subscriptions of €212m and …
Booming stock markets did not stop Swedish investors from abandoning equity funds in February – nor other assets types for that matter: all investment classes bar bond funds ended the month in the red. In particular, investors deserted core equity sectors such as US, Swedish and European funds …
Following easing in January, the pace of overall net domestic outflows slowed to a near halt in February. Continued growth generally in the local index and other markets buoyed investors’ mood, but equities still stood out as the month’s largest sales loser. Conversely, the persistence of recently much-improved …
Fund flows were positive, with property funds as the bestselling category for a successive month. Investors shifted monies out of liquidity funds to reinvest in equities and mixed assets. Sales in bonds turned negative when investors withdrew substantial funds from short-term products. Investors continued to invest carefully. To …
The good news for Austrian fund managers in February was a third consecutive month of declines in total redemptions. This was mainly due to an increase in net sales of mixed asset funds which rose to their highest monthly level for a year. These sales more than offset …
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.
Have access to all the latest forecasts and analysis on European fund movements, wherever you are.
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Swedish asset managers had more than just Mifid 2 to think about as 2018 dawned – January also saw the implementation of a new rule forcing funds there to report their management of various sustainability aspects. Along with a handful of other countries, Sweden has long been at …
