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
August was another dire month for the UK funds industry as the prospect of weakening global growth combined with worries of a no-deal Brexit. Asset managers saw a sea of red as investors withdrew in their hoards, although total redemptions were not quite as high as in previous …
Hopes for trade war de-escalation and expectations of lasting loose monetary policy prompted Swiss investors to commit to August's equity rally – with surprisingly high net sales of €1.9bn. Bonds funds, meanwhile, were net losers, recording modest outflows. Money market funds saved the day in the low-risk category, …
The Swedish fund market drifted far into the red as volatile stock markets led investors to abandon equity funds. While retail investors are likely to have shifted mainly into savings accounts, institutional investors and pension money shifted into bonds. In addition, investors also abandoned hedge funds and alternative …
In August, signs of a typical summer sales slow-down were not immediately obvious on the domestic funds scene. This was largely as overall headline sales activity had already been in low-key (if positive) mode for some time. In fact, the month’s modest overall net sales intake at headline …
In August, investors’ attention was captured by local political events and the holiday period. Markets welcomed a quick resolution to the political crisis triggered by Northern League leader Matteo Salvini when he pulled his hard-right party out of the coalition government. Unexpectedly, this facilitated the formation of a …
Despite a stock market fall and substantial net redemptions in equity, the industry registered its best sales month in 2019 in Germany. Driven by institutional investors, flows to fixed income funds recorded their best result in over four years, while sales in mixed asset topped the €1bn mark. …
Things have been gradually changing in France, but there’s still a die-hard French tradition of shutting up shop for the whole of the month of August. The shutters come down on everything from city-based bakeries to out-of-town factories and the French go on holiday en masse. Inflows slow, …
A summer lull and the forthcoming election, as well as global uncertainties, combined to make August the weakest month for Austria’s fund industry so far this year. The highest outflows were from bonds, which still account for the bulk of managers' assets. Redemptions from these funds …
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 …
