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

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Diana Mackay

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Mauro Baratta

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Chris Chancellor

Market specialists covering eight European countries

Appearances are deceptive

The domestic arena rounded off a moderately positive first half-year at headline level, with the pace of overall net inflows increasing slightly in June. However, this month’s increased net inflow cannot be taken at face value. In reality, it was essentially an inhouse rotation as domestic big gun …

Market Focus, Spain

Retail investors show their mettle

There were heavy outflows from UK funds in the first half according to Broadridge estimates but reasons to be more cheerful may be found in data reported to the UK fund managers trade organisation, the Investment Association (IA). This data, which shows investor type in more granularity, indicates …

Market Focus, UK

Swiss hold their ground

Year-to-date net sales of more than €8bn are a testimony to investors’ belief that a major downturn is not yet around the corner, although the second quarter saw a major shift away from equities with €1.4bn of net outflows wiping out Q1 gains. Bond funds provided the bulk …

Market Focus, Switzerland

Bonds keep the entire local industry afloat

In June attention shifted away from trade wars and geopolitics and back to monetary policy issues. With the 'Sintra speech' Mario Draghi clearly indicated further monetary stimulus in the pipeline, and as a result bond yields have dropped to record low across Europe, boosting the fixed income asset …

Italy, Market Focus

PPM shift boosts equity sales

In June, the Swedish fund industry enjoyed its largest net sales of equity funds in over two years. Booming stock markets led some investors to return to the equity asset class, but the main boost came from a shift within the Premium Pension system (PPM). Around 300 funds …

Market Focus, Sweden

Real estate puts Germany on top

Net sales in June were positive, driven by almost equal flows to bonds, mixed assets and property funds, and closing a strong first half for the industry. In the first six months of 2019, investors withdrew substantial volumes from liquidity products and switched to other investments. While all …

Germany, Market Focus

So far, not so good

The half-year point marked the worst year (so far) for sales in France's fund industry since 2012. Currently, long-term net flows are in the red to the tune of €5bn. With the French economy continuing to lag, and a rise in uncertainty and volatility as well as sentiment …

France, Market Focus

A summer treat

There was an unexpected surge in fund sales in June which helped to produce a positive first half-year for the Austrian funds industry. After two years of outflows, preceded by several lean years, it appears that 2019 could mark a turnaround in the fortunes of local managers. There …

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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