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Strategic Insight Global offers weekly commentary, analysis, and data on industry
developments worldwide. Global reports are available only to SI Global clients.
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Australia's Fund Managers Look To The Future |
May 15 2012 |
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Fund and wealth managers, financial planners, and dealer groups in Australia
continue to adapt to extensive regulatory and structural changes, increasing
competition, more cautious investors, and compressed sales. Australian fund
managers are also expanding their businesses globally, while foreign firms play a
larger role in the marketplace domestically. |
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Asia FlowWatch - March 2012 Results |
May 11 2012 |
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Long-term funds in Asia experienced moderate outflows of $6.1 billion in March, mainly due to net redemptions in India ($7.7 billion) and Korea ($1.8 billion). New funds continued to be the primary source of fundraising for Asian managers, with $11.5 billion contributed by over 300 new launches during the month, while existing funds together saw nearly $18 billion in net outflows. Nomura’s AUD Bond Open Premium topped the best-selling table for the second consecutive month with $1.2 billion in net flows, followed closely by Daiwa’s US-REIT Open, which garnered $1 billion in net new money |
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Europe FlowWatch - March 2012 Results |
May 11 2012 |
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During March, long-term funds continued their momentum with inflows in both local Europe (Euro 2 billion) and the international cross-border spaces (Euro 18.5 billion), raising year-to-date net flows to over Euro 70 billion. AllianceBernstein American Income Portfolio gathered Euro 0.8 billion in net cash, while Pioneer SSF Obbligazionario Euro 03/2017 con cedola, a newly launched target maturity fund, also collected Euro 0.7 billion for the month. |
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The Importance of Brand in Asset Management |
May 8 2012 |
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This report is sourced from an interview at the main conference of Fund Forum Asia 2012 in Hong Kong on, “Brand Versus Boutique: Is There Space For Niche Players In A Brand-Conscious Market?” with Alan Harden, CEO Asia-Pacific at BNY Mellon Investment Management and Daniel Enskat, Head of Global Consulting at Strategic Insight. |
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Global Mutual Fund FlowWatch - February 2012 Results |
Apr 24 2012 |
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Including Brazil and Canada, investors around the world added another $100+ billion of net new money to equity/mixed, bond and other long-term mutual funds during February, raising year-to-date net flows to nearly $210 billion. Fixed income products continued to dominate, collecting over $140 billion or 69% of total long-term contributions worldwide, but equity/mixed funds also attracted $65 billion in flows, helped by strong stock market gains in the first two months of this year. Globally, money market programs saw over $50 billion in net redemptions so far this year. |
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Global Fund Review, February 2012: Recovering with High Yield and Emerging Markets |
Apr 16 2012 |
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Investors contributed more than $200 billion globally on a net basis to long-term mutual funds during January and February, thanks to positive developments with the European debt crisis, improving signs in the US economy, and strong stock market gains in the first two months of this year. The US led with inflows, while Europe rebounded sharply from heavy losses in the second half of 2011. |
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State of the Global Fund Industry 2011/2012 Executive Summary |
Mar 23 2012 |
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This report highlights summary findings from Strategic Insight's biannual State of the Global Fund Industry, including a 2011 review of the global fund industry and an outlook for 2012.
Globally, 2011 net cash contributions to long-term mutual funds totaled $200 billion, a compression of 80% from $1 trillion each in 2009 and 2010.
Net inflows in the US, Asia, and Latin America stood in contrast to outflows from Europe. Despite the aggregate industry flow compression, the top 1% of products was able to pull in $1 trillion in new money last year. Global blockbusters benefited from the right mix of investment performance, brand, client service and organizational stability and as a result collected multi-billion dollars in new cash per fund. |
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