Global Research
Helping investment companies address key challenges, with unique analysis of the asset management industry from a worldwide perspective.

Learn more about the SI Global service


Latest Global Research Reports

ETF FlowWatch - July 2016  Aug 25 2016
Worldwide ETFs surged in July 2016, amassing the largest inflows of the year to the tune of $56 billion amid broad recovery in the market. Equity ETFs recorded $35 billion in net new money, followed by bond and commodity (mostly gold ETFs) products collecting $15 billion and $6 billion, respectively. ETFs achieved nearly $3.3 trillion in assets globally. China Universal CSI Shanghai SOEs Index ETF Fund in China was the largest ETF new launch in July, accumulating $2.2 billion in net flows. The product is developed by China Universal and consists of state-owned enterprises (SOEs) based in Shanghai.

Global FlowWatch - June 2016  Aug 22 2016
Globally, long-term mutual funds attracted nearly $24 billion in net flows during June. Bond products led the way by gathering approximately $38 billion, followed by ‘other’ vehicles (which include absolute return, commodities, guaranteed, real estate and other alternative funds) with $20 billion. On the contrary, equity vehicles suffered $29 billion in net redemptions, while mixed funds saw outflows of $5 billion during the month. Overall long-term funds worldwide collected $159 billion in net new money in the first half of 2016, only achieving about 20% of the net flows garnered during the same period last year.

New Funds in Global Markets: Q2 2016  Aug 9 2016
More than 1,200 long-term new funds were launched in Asia, Europe, and Cross-Border markets during Q2’16, gathering $77.4 billion in net flows, a rebound compared to the previous quarter, also slightly higher than the Q4’15 result. Asia continued to dominate new product development, accounting for 60% of new fund launches and over 56% of net sales. New long-term product sales in Asia totaled $44 billion in Q2, bringing total new fund flows in the first half of 2016 to $75 billion. China continued to lead the contributions with $34 billion this quarter, followed by Japan with $4 billion, as well as Taiwan and Korea with roughly $1 billion each. Bond products attracted the most new money at $16 billion, while guaranteed, mixed, and equity funds collected $14 billion, $8 billion and $3 billion in net new flows, respectively. ‘Other’ products (mostly alternative investment funds) together with real estate vehicles garnered nearly $2 billion for the quarter

Europe FlowWatch - June 2016  Aug 3 2016
During the month of June, investors redeemed a net €12 billion from long-term funds in European and cross-border markets. Equity and mixed vehicles suffered the most net withdrawals at €21 billion combined amid market volatility due to Brexit. On the other hand, bond and ‘other’ products benefited from investors' flight to safety, garnering a collective €10 billion in net subscriptions for the month. At the category level, Absolute Return funds led with roughly €4 billion in net new money, while Bond USD and Equity Global followed with about €3 billion each. In contrast, Equity Europe and Equity Asia Pacific funds collectively experienced nearly €16 billion in net redemptions during June. Credit Suisse’s PK CSG World Equity I fund, an Equity Global product available only for qualified investors in Switzerland, was the bestselling fund in the month with over €3 billion in net flows.

Asia FlowWatch - June 2016  Aug 3 2016
In June 2016, long-term funds in Asia saw net inflows of $24 billion, of which$15 billion came from China. Bond funds led with $13 billion mainly out ofChina, followed by guaranteed products ($6 billion), equity funds ($4 billion),and real estate vehicles ($3 billion), also ‘other’ programs added close to $1billion, while mixed funds experienced $3 billion in net redemptions for the month.Bond Asia Pacific and Guaranteed/Protected were the top selling categories,raising $13 billion and $6 billion, respectively. In comparison, Mixed Flexibleproducts experienced net outflows of $2 billion in June. At the product level, two Japan-domiciled funds took the top spots of June’s best-selling funds, with Nomura NF Nikkei 225 Leveraged Index ETF attracting almost $1 billion, and Fidelity US REIT Fund, which tracks FTSE NAREIT Equity REITs Index, collecting $0.8 billion in net subscriptions.

ETF FlowWatch - June 2016  Jul 28 2016
Worldwide ETFs recorded $36 billion in net flows during June 2016 despite uncertainty concerning the U.K.’s referendum to leave the European Union. Equity ETFs led with $17 billion in net new money, followed by bond and commodity (mostly gold funds) products garnering $11 billion and $8 billion, respectively. ETF assets surpassed $3.1 trillion globally. DIAM ETF JPX/S&P CAPEX & Human Capital Index in Japan was the biggest ETF new launch in June, commanding $361 million in net flows. The fund is one of four ETFs benchmarked to the JPX/S&P CAPEX & Human Capital Index which measures the performance of Japanese companies that are proactively making investments in physical and human capital.

Global FlowWatch - May 2016  Jul 20 2016
Globally, long-term mutual funds attracted nearly $29 billion in net flows during May. Bond products led all major asset classes by gathering approximately $38 billion, followed by “other” and mixed vehicles with nearly $30 billion collectively. On the contrary, equity funds suffered $40 billion in net redemptions, mostly from the U.S. At the regional level, Local Asia (excluding existing funds in China, which report assets on a quarterly basis) attracted the greatest amount of new investor money totaling $21 billion in net contributions. Canada, Local Europe, and Cross-border regions added about $14 billion combined. Meanwhile Latin America experienced flat net flows and the U.S. saw outflows of around $5 billion for the month.

 
List of All Published SIG Reports
 

 


For more information or individual assistance, please contact Jag Alexeyev at (1) 212-944-4456 or e-mail Jag@sionline.com.