Review of the European ETF Market, November 2018

The promoters of ETFs in Europe enjoyed net inflows for November. These inflows led, in combination with a positive performance of the underlying markets, to increased assets under management in the European ETF industry. In more detail, the assets under management in the European ETF industry increased from €657.1 bn as of October 30, 2018,…

The pitfalls of the UCITS regulation

Undertakings for Collective Investments in Transferable Securities (UCITS) is a well-known brand for mutual funds and ETFs, and investors all over the world appreciate the regulatory scheme. Investors from inside and outside the E.U. expect that all funds under the UCITS regulation are treated the same. But are all UCITS funds really treated equally? Obviously…

Review of the European ETF Market, July 2018

The promoters of ETFs in Europe enjoyed net inflows for July. These inflows—in combination with a positive market environment—led to increasing assets under management in the European ETF industry. In more detail, the assets under management in the European ETF industry increased—from €662.0 bn (as of June 30, 2018) to €677.5 bn at the end…

Has ESG gone mainstream?

The announcement that the world’s largest fund management company—BlackRock—will require its fund managers to consider environmental, social, and governance (ESG) criteria in their investment decision-making process has been discussed widely in the trade press over the last few days. But what does this move mean for investors and specialized responsible/sustainable investment products as a whole?

Are European fund investors in “risk-on” mode?

Looking at the headline figures, first quarter 2018 could be considered a business-as-usual quarter for the European fund industry, since the assets under management (+€10.5 tr) hit a new all-time high at the end of March. After a year of record inflows the European fund industry enjoyed further net inflows of €81.5 bn over the…