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Latest Global Research Reports

Distribution in Global Asset Management  Mar 26 2015
As the global mutual fund industry is on track to eclipse $100 trillion by 2030 or earlier, the diverse needs around distribution overall highlight the immense opportunities for a wide range of asset managers, despite growing business complexities. Understanding sales flow patterns into cross-border and local funds, along with key drivers of non-performance related distribution trends across product, brand, thought leadership and client service will help a range of managers make inroads into new markets.

Global FlowWatch - January 2015  Mar 23 2015
In January, investors deposited a net $107 billion into long-term funds globally. All asset classes posted strong inflows, led by Bond funds with $48 billion, followed by Mixed products at $26 billion, Equity at $18 billion, and ‘Others’ vehicles at $16 billion. Regionally, Local Europe and Cross-border markets attracted $28 billion each in net new money, while the U.S., Asia and Canada received $25 billion, $23 billion and $5 billion, respectively. Meanwhile, Latin America saw $2 billion in net redemptions for the month.

ETF FlowWatch - January 2015  Mar 19 2015
After a strong December with $50 billion of inflows, worldwide ETFs attracted $20 billion of net new cash in January 2015. Global ETF assets stood at $2.7 trillion at the end of January...

Asia FlowWatch - January 2015  Mar 10 2015
In January 2015, long-term funds in Asia (excluding existing funds in China, which reports data on a quarterly basis) saw net inflows of $23 billion, of which $12 billion came from Japan. Equity funds led with $10 billion mainly from Japan, followed by Bond ($7 billion), Mixed ($4 billion), and real estates ($2 billion). ‘Other’ funds, including alternatives and guaranteed products, raised close to $1 billion this month. Equity Asia Pacific and Bond Asia Pacific were the top selling categories, raising $7 billion and $6 billion, respectively. In contrast, Bond High Yield vehicles experienced outflows of close to $1 billion.

Europe FlowWatch - January 2015  Mar 10 2015
During January 2015, long-term funds in Cross-Border and local European markets together collected €49 billion in net flows, 50% of which or €21 billion were directed to the cross-border products. Bond funds led the contribution at €17 billion, mixed vehicles followed with €16 billion, while Equity and 'Other' type funds gathered around €8 billion each.

Global FlowWatch - December 2014  Feb 19 2015
In December, investors deposited a net $9.2 billion into long-term funds globally, closing the year with about $1.1 trillion in net flows. Bond funds saw the most flows for the year at $375 billion, closely followed by equity products ($306 billion) and mixed vehicles ($283 billion), while “Other” funds garnered $104 billion in net new money

New Funds In Global Markets: Q4 2014  Feb 13 2015
Long-term launches in Asia, Europe, and Cross-Border collected $54 billion during Q4 2014, with Asia accounting for two thirds of net sales. In Asia, new long-term product sales totaled $32 billion in Q4: China led new fund sales across all major asset classes with $19 billion. Equity funds garnered $13.4 billion in net new flows, mixed investments $9.4 billion, and bond products $7 billion. “Other” products, including alternatives, collected $1 billion, while real estate and guaranteed vehicles gathered around $0.5 billion each. Fullgoal launched the CSI SOE Reform Index, which tracks the CSI State-Owned Enterprises Reform Index. The reform of China’s SOEs is part of the government’s agenda to increase efficiency and profitability of SOEs through mixed ownership.

 
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