Assets Under Management in the European Fund Industry The assets under management within the European fund industry increased within the volatile but positive market environment over the course of Q1 2023. Therefore, it is no surprise that assets under management for all product types with the exception of real estate funds have increased. In more detail, the assets under management in the European fund industry increased from €13,313.1 bn as of December 31, 2022, to €13,809.3 bn at the end of March 2023. Graph 1: Assets Under Management in the European Fund Industry, January 1, 2002 – March 31, 2023

The general economic outlook for the second half of 2022 and beyond is marked by geopolitical tensions in Europe and Asia, high inflation rates, increasing interest rates, and disrupted delivery chains. Rough market conditions are often linked to outflows from mutual funds and, therefore, it is not surprising that the European fund industry faced overall outflows for 2022 year to date. If a fund promoter faces outflows, they often start to review their existing product ranges to close non-profitable funds or merge funds with similar investment objectives since this reduces costs and helps to keep profitability up. But fund promoters

Over the last few weeks, I attended a number of conferences and meetings with professional investors who either have already integrated ESG-related funds into their portfolios or wanted to do so in the near future. Despite the fact that literally all of these investors have different views on what sustainable investments are and which themes should be covered, one thing was common for all these investors. They are unsure of how to evaluate fund products since they want to avoid buying funds which may not be suitable for their purpose, or which become the subject of a green washing scandal

The coronavirus pandemic hit the European fund industry with declining markets and estimated net outflows of €125.9 bn in the first quarter of 2020. This trend reversed over the course of the second quarter as central banks and governments around the globe started quantitative easing programs and economic relief packages to cushion the economic drawdowns caused by the spread of the coronavirus and the lockdowns of economies around the globe. The measures taken led to a rebound of the equity markets accompanied by falling interest rates. The return to somewhat normal market circumstances led investors to buy back into mutual

Refinitiv Lipper Fund Awards Winners: Singapore 2020 The Refinitiv Lipper Fund Award Winners have been announced for the Singapore fund industry.  The legacy, reputation and quantitative underpinning of what these awards encapsulate reflect a truly independent and uncompromised assessment of fund performance. We congratulate this year’s four fund families receiving Asset Class Group awards for their superior firm-wide performance. The merit of the winners is based entirely on quantitative criteria. For more than 30 years and in over 17 countries worldwide, these awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance and

The United States Fund Awards dinner and ceremony recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance, relative to their peers. Eight Group Awards, including the coveted Overall Award, were also given to firms with superior asset class performance. The Lipper Fund Awards provides a unique opportunity for fund managers, fund distribution professionals, wealth managers and advisors to network with clients and peers.  Attendees and experts share current insights and discuss trends in the context of global and regional fund market environments. To find out more about the Lipper Fund Awards, click here. Want

This exclusive, invite-only event was held to celebrate winning funds and firms. The Lipper Fund Awards, Canada honored and recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance, relative to their peers. The Lipper Fund Awards provides a unique opportunity for fund managers, fund distribution professionals, wealth managers and advisors to network with clients and peers.  Share current insights and discuss trends in the context of global and regional fund market environments. Watch leading experts from two of Canada’s premier financial institutions discuss the benefits of integrating ESG factors into portfolio management — both

The S&P 500 has been making headlines this summer, posting its longest ever bull market despite growing volatility elsewhere in the world. Indeed, it remains on course to beat other developed-market equity indices by more than 5% for the second successive quarter. However, it is US small caps that have attracted our attention. While on the face of it, investors have been reducing their equity exposure in favour of fixed income, we would argue that portfolio risk may not have come down significantly as investors remain heavily invested in riskier types of equity, with a small overweight to small caps

Lipper Fund Awards 2018 – Hong Kong Highlights Video In the words of Guest Speaker, Mr. Joseph Chan, the Under Secretary for Financial Services and the Treasury for the HKSAR Government, “Congratulations go to all the winners who are no doubt the cream of the crop of Hong Kong’s fund management industry.” Like every year, at this event we recognize funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance, relative to their peers, based on Lipper’s proprietary performance-based methodology. The Lipper Fund Awards provide a unique opportunity for fund managers, fund distribution professionals, wealth

Event information: Date 11 April 2018 Location Ritz-Carlton, Tokyo Like every year, at this event Thomson Reuters recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance, relative to their peers, based on Lipper’s proprietary performance-based methodology. The Lipper Fund Awards provide a unique opportunity for fund managers, fund distribution professionals, wealth managers and advisors to network with clients and peers, discuss current issues with industry experts, and celebrate the achievements of the award winners. To find out more about the Lipper Fund Awards, click here. Watch the Lipper Fund Awards video.

Event information: Date 23 May 2018 Location HKCEC, Hong Kong In the words of Guest Speaker, Mr. Joseph Chan, the Under Secretary for Financial Services and the Treasury for the HKSAR Government, “ Congratulations go to all the winners who are no doubt the cream of the crop of Hong Kong’s fund management industry.” Like every year, at this event Thomson Reuters recognizes funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance, relative to their peers, based on Lipper’s proprietary performance-based methodology. The Lipper Fund Awards provide a unique opportunity for fund managers, fund distribution

Event information: Date 4 May 2018 Location Trident, Bandra Kurla in Mumbai A night of celebration and industry recognition, we recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers and also celebrated India’s top industry analysts. These awards are revered across the investment community. Particularly among institutional asset managers, who respect the data-driven analysis across multiple years which acknowledge and substantiate the quality and success of a firm’s investment approach and process. To find out more about the Lipper Fund Awards, click here Watch the Lipper Fund Awards video.