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
With seasonal influences outweighing any ‘feel-good’ factor from the month’s widespread buoyancy in stock markets, investor activity in the domestic funds arena slowed noticeably in July. Headline net sales followed the modest gains of June with a gentle reversal into the red, extending their lacklustre post-February run. Among …
In the wake of an escalating trade war between the US and China, Swiss investors turned risk-off and fled to the relative safety of fixed income funds in July. Headline long-term net sales in Switzerland were negative, meanwhile, for the second time this year. Despite these outflows, the …
Swedish investors seem to have spent their annual leave in July updating fund portfolios; the month offered asset managers substantial opportunities. Including money market funds, the total net inflow was the highest so far this year: €925m. Although all fund categories were in the black, net flows were …
Despite an exacerbation of the trade war and the destabilising strength of the US dollar, the new Italian finance minister's reassurances of compliance with European Union fiscal rules seems to have attenuated concerns among local investors in July. As a result, domestic long-term funds managed to post net …
Equities shone again in July, taking the lead as the bestselling asset class, ahead of mixed asset funds. In an otherwise quiet month, investors continued to withdraw money from the fixed income class, where outflows accelerated markedly month on month. Likewise, liquidity funds also continued to bleed – …
July is the start of the long holiday season in France and this often means that investors move their assets out of harm’s way (ie into cash or quasi cash products). Institutional and corporate investors also put money aside ready for September’s expenses and outgoings, so money market …
The Austrian stock market recovered in July and fund sales returned to the black for the first time since January, though they were modest. The main reasons for the industry’s improved position was an upsurge in net sales of mixed asset funds, helped by new launches, combined with …
A number of factors contributed to an air of relative calm in the cross-border arena in July. They included the summer somnolence and, in stock markets, a widespread return to buoyancy after the turbulence of recent months. In fund sales the main surface sign of that tranquillity was …
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 …
