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
A torrid year for cross-border fund groups took a turn for the worse in December, with bruising outflows of €43bn from long-term traditional mutual funds. Volatility will continue to test the nerves of managers over the coming months, though the first two weeks of 2019 looked reassuringly benign. …
The turbulence witnessed in 2018 does not seem to have dented the resilience of domestic Italian investors, who injected a net €11bn into local long-term funds. Despite a new populist and anti-EU government in Italy, a looming global trade war, Brexit deadlock and a hawkish Fed, local investors …
The year 2018 was one that most UK managers were pleased to see the back of; it started well but ended in widespread redemptions. Confidence was undermined, first of all, by growing uncertainty about Brexit. At the same time, investors spurned absolute return and became increasingly concerned about …
France closed the year on a low note. Net sales fell to just €462m for the entire year — a figure that is more typical of monthly net sales in one of the asset classes rather than the industry’s yearly total. What is particularly disappointing about this result …
Swiss long-term funds recorded full-year net sales of €12bn in 2018, making the Alpine federation Europe's bestselling market, for domestic business at least. In fairness, January was key to Switzerland's success, with a massive €6.4bn invested in just one month. But over the course of 2018, growth dynamics …
The Swedish fund market started strong in 2018, but cooled down considerably in the second half of the year, as plummeting stock markets led investors to shift from equity to money market funds. At the same time, bond sales started to slow. The cavalry came in the form …
With the worst of the sales damage taking place in Q4, the domestic industry ended 2018 in overall net redemption for only the second time in six years. Furthermore, owing mainly to market effects, total fund assets fell by some 6% over the year. Once again, bond was …
Bond funds had a bad year in Germany, bleeding their worst net redemptions since 2011. Mixed assets fared better, notching up another year as the bestselling asset class, while equities also put in a strong appearance. Investors also lent consistent support to property funds and this category saw …
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 …
