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Happy Birthday ETF Industry—A Brief History of the European ETF Industry

On April 11, 2000, the first two exchange-traded funds (ETF) based on the EURO STOXX 50 and the STOXX Europe 50 were listed on Deutsche Börse in Germany. With this listing, Merrill Lynch International brought a product to Europe which had been established in the U.S. since 1993. In addition to Germany, the trading of ETFs also began in Sweden, Switzerland, and the U.K. over the course of the year 2000. Even as the first reactions to these new products were positive, no one at that time really expected the future success that ETFs would experience. The following is a
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ETFsETFsEuropeLipperLSEG LipperMarket & Industry InsightRegionThought Leadership
Apr 11, 2024
posted by Detlef Glow

Monday Morning Memo: European Fund-Flows Trends, July 2020

European investors bought further back into mutual funds and ETFs in July. Since the global equity markets stabilized further, investors returned to long-term mutual funds because they expect the massive stimulus packages from central banks and governments globally to keep interest rates low and to foster global economic growth after the lockdowns caused by the outbreak of COVID-19 are lifted in more countries around the globe. As a result, long-term mutual funds posted overall net inflows for the month. Bond funds (+€24.2 bn) were the best-selling long-term asset type for July, followed by equity funds (+€14.4 bn), mixed-assets funds (+€4.9
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EuropeFeaturedFund FlowsFund FlowsFund InsightLipperMonday Morning MemoRefinitiv LipperRegionThought Leadership
Aug 24, 2020
posted by Detlef Glow

Active strategies to outperform as dislocations between price and value widen

Refinitiv Lipper Fund Awards 2020 Best Group over 3 years: OVERALL In the course of the decade-long bull run, many investors have found it easy to make returns by simply putting their money with index funds. However, the flood of passive money has caused bigger dislocations between the price of securities and their fundamental value, says Paras Anand, chief investment officer, Asia Pacific at Fidelity International. With the current volatility, it is an opportunity for active returns and active strategies to outperform. “The return opportunity to active selection is higher today than it has been at any time in recent
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Fund InsightLipper Fund Awards
May 22, 2020
posted by The Edge Singapore

Monday Morning Memo: European Fund-Flow Trends, February 2020

European investors switched to a risk-off mode in February due to uncertainties over a possible shortage in supply chains caused by the outbreak of the coronavirus in China and the respective increased volatility on the global equity markets. Nevertheless, long-term mutual funds posted net inflows for the month. Bond funds (+€30.4 bn) were the best-selling asset type in the long-term mutual funds segment, followed by mixed-assets funds (+€6.2 bn), commodity funds (+€1.0 bn), and “other” funds (+€0.1 bn). Conversely, equity funds (-€1.4 bn), real estate funds (-€2.3 bn), and alternative UCITS funds (-€4.3 bn) faced outflows. These fund flows added
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EuropeFeaturedFund FlowsFund InsightLipper for Investment ManagementMonday Morning MemoRegionThought Leadership
Mar 23, 2020
posted by Detlef Glow

Monday Morning Memo: European Fund-Flow Trends, July 2019

The positive fund-flows trend in Europe accelerated in July. Consequently, July was the fifth month long-term mutual funds posted net inflows this year. Taking the current interest rate environment into account, it was surprising that bond funds (+€37.7 bn) were once again the best-selling asset type in the segment of long-term mutual funds, followed by equity funds (+€9.4 bn) and commodity funds (+€0.9 bn). All other asset types faced outflows: alternative UCITS funds (-€3.5 bn), mixed-asset funds (-€1.3 bn), real estate funds (-€0.04 bn), and “other” funds (-€0.004 bn). These fund flows added up to overall net outflows of €43.2
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EuropeFeaturedFund FlowsFund InsightLipper for Investment ManagementLipper from RefinitivMonday Morning MemoRegionThought Leadership
Aug 26, 2019
posted by Detlef Glow

Monday Morning Memo: New Fee Models May Become a Competitive Edge for Fund Promoters   

The European asset management industry had a rather rough start in 2019. In regard to this, it is not surprising there is a lot of discussion around current sales trends. From my perspective, these discussions may lead in the wrong direction since sales trends are often driven by the respective market environment and, therefore, are not under the control of the fund promoters. That said, there are topics which can make a difference between the single fund promoters and, therefore, drive sales. One of these topics is the discussion about fees and expenses. Some asset managers complain about increasing regulatory
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EuropeFeaturedLipperMonday Morning MemoRegionThought Leadership
Mar 4, 2019
posted by Detlef Glow

Lipper Fund Selector Forum 2018 Panel: Diversity in Financial Services

The financial services industry is often indicted for a lack of employee diversity. At the recent Lipper Fund Selector Forum, Jake Moeller moderated a panel which examined this important issue. The entire panel is showcased here. Jake was joined by Bev Shah, founder and CEO of CityHive; Maike Currie, Investment Director at Fidelity; and Natalie Kenway, Deputy Editor at Investment Week. The panel outlined the importance and benefits of improving gender, sexuality, ethnicity, disability, and age diversity. Running order Run Time Topic 00:00 Introduction 01:00 What do we mean by “diversity”? 03:15 How does cognitive diversity benefit a company? 07:00
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AmericasAsiaDiversityEuropeFund IndustryFund IndustryFund InsightLipperRegionThought Leadership
Jul 30, 2018
posted by Jake Moeller

The Due-Diligence Imperative: Lipper Fund Selectors Forum 2018

The fourth annual Lipper Fund Selectors Forum was held at the Thomson Reuters Auditorium, Canary Wharf, on July 4, 2018. Mutual fund research and selection, along with portfolio construction, are crucial components of the investment distribution value chain. Increased due-diligence and governance requirements imposed by regulators mean the fund selector and portfolio constructor have more influence on–and responsibilities to–investors than ever before. Lipper was pleased to host again this flagship industry event showcasing the challenges faced by the fund selection and portfolio construction industry in 2018 and the benefits it brings to the financial services industry. Once again, we were
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EuropeFund IndustryFund IndustryFund InsightLipperLipper for Investment ManagementMacro InsightMarket & Industry InsightThought LeadershipUncategorized
Jul 9, 2018
posted by Jake Moeller

Monday Morning Memo: Helpful New Year Resolutions for the European Mutual Funds Industry

Finally, the year 2018 has begun and the European mutual fund industry now faces the start of the MiFID II regulation. This new regulation puts a lot of pressure on the fund industry, especially on some of the boutiques that run smaller funds, since the additional costs might eat up a lot of the overall profits of these funds. The managers of large funds also complain that their revenues will be hit by costs coming from the new regulation, since not all of these costs can be passed on to investors. Since it is hard for small companies that already
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EuropeFeaturedFund IndustryLipperLipper for Investment ManagementMonday Morning MemoRegionThomson Reuters LipperThought Leadership
Jan 8, 2018
posted by Detlef Glow

New Constructs: All Cap Growth Style 4Q17: Best and Worst

The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Growth style ranked sixth as well. It gets our Neutral rating, which is based on an aggregation of ratings of 11 ETFs and 478 mutual funds in the All Cap Growth style as of October 17, 2017. See a recap of our 3Q17 Style Ratings here. Figures 1 and 2 show the five best and worst rated ETFs and mutual funds in the style. Not all All Cap Growth
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Fund Performance
Nov 28, 2017
posted by New Constructs

Monday Morning Memo: Alternative Strategies and ETFs

ETFs have written a success story in Europe over the past 15 years, and the market does not yet seem to be oversaturated. Instead, the opposite seems to be true: the European ETF industry has witnessed a number of new players in the market, despite there being high competition in general in the European ETF market, and some market observers suppose that a number of ETF promoters are not at all profitable. That said, there is a sweet spot (the “smart beta segment”) where the competition is not that high and the pressure on management fees is quite low. Fund
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ETFsEuropeFeaturedFund IndustryLipperLipper for Investment ManagementMarket & Industry InsightMonday Morning MemoRegionThomson Reuters LipperThought Leadership
Nov 6, 2017
posted by Detlef Glow

Monday Morning Memo: Fund Charges Are Seeing a Change

Over the last few weeks the fund markets have seen two major players in active fund management changing their views about the pricing models of their actively managed funds. Allianz Global Investors (AGI) (for three new funds in the U.S.) and Fidelity (for its equity funds in Europe) announced they are moving the pricing of their actively managed mutual funds from a rather fixed management fee to a performance-based variable fee with a very low minimum fee applied in all circumstances. On the same topic AB (AllianceBernstein) announced earlier this year that it will change the management fees for a
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FeaturedLipperLipper for Investment ManagementMonday Morning MemoThomson Reuters LipperThought Leadership
Oct 9, 2017
posted by Detlef Glow
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