The year 2018 was an outstanding year for exchange-traded funds even though it was a tough year for the European fund industry overall. The return of volatility caused by uncertainties coming from a possible trade war between the USA and China, the ongoing Brexit discussions, and a possible return of the euro crisis after the…Details
A view on the overall fund flows in mutual funds for the year 2018 in Europe revealed it was rather a tough year for the fund industry. A more detailed view shows there were different trends driving fund flows. The year started with net inflows in all product categories over the course of the first…Details
The year 2018 was a bumpy ride for the global securities markets as investors faced fears about a global trade war, geopolitical uncertainties and corporate scandals, as well as increasing interest rates. The resulting sluggish performance of the securities markets is also reflected in the average returns of long-term mutual funds registered for sale in…Details
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,…Details
With net inflows of 35.5 billion euros and with not one month of net outflows over the course of 2018 so far (as of September 30), it seems the environment for ETF promoters in Europe is still positive. Meanwhile, their active counterparts face struggles from the uncertainty in the securities markets. Some market observers would…Details
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…Details
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…Details
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?
Many conflicting stories float around about the actual origin of the concept of the passport. Britain and France come neck to neck in the invention of the concept. However, the word passport can be unequivocally credited to the French.
It is no secret that the European fund market is quite fragmented in some areas. But when it comes to the market concentration of fund domiciles, the picture changes from fragmented to rather concentrated. According to our European fund market report for Q1-2018, there were 34 fund domiciles in Europe, accounting for 10.54 trillion euros…Details