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Recent Reports:
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ASIA FlowWatch - April 2009 Results (Jun 17 2009)
Total flows in Asia reached $36 billion in the month of April. Excluding money market products, long-term funds collected nearly $13 billion in net flows. Bond Asia Pacific funds garnered $10.7 billion in flows, of which investors in India contributed $8.4 billion.
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Europe FlowWatch - April 2009 Results (Jun 17 2009)
Long-term mutual funds in Local Europe collected nearly €3.1 billion in flows during April. Excluding money market products, international cross-border funds domiciled in Luxembourg and Dublin saw €6.6 billion in net flows, of which equity and bond programs each took in €4 billion.
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Global Mutual Fund FlowWatch - April 2009 Results (Jun 15 2009)
Globally, equity/mixed, bond and other long-term mutual funds collected $80 billion on a net basis during April, accelerating the industry’s progress from the lows of last year. The US led the contributions with over $55 billion, followed by Asia and Europe. The strong long-term fund flows in April more than offset the net redemptions of the past quarter, bringing the year-to-date gains to $45 billion. Including money market programs, aggregate flows reached $75 billion thus far in 2009.
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Springtime for Funds with Gains in Asia, Europe, Worldwide (Jun 10 2009)
Mutual funds around the world got more than $100 billion of net inflows so far this year with accelerating gains through April. Almost 90% came from investors in Asia and Europe. New launches were especially successful in China and Japan, and progress in Europe was also striking. Themes include green funds, Brazil and currency, emerging markets, and income products.
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The Bigger Picture: Global Fund Results and Perspective (May 20 2009)
Flows worldwide improved in the first quarter and into April, with heightened emphasis on bond programs including corporate and credit funds in Europe, high yield in Japan, resurgent China equity and Emerging Market appeal, a $2 billion blockbuster launch in China, and protection needs in various markets.
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Global Fund Industry Product Development Highlights - Products, Themes, and Results (Apr 23 2009)
This Strategic Insight Global commentary focuses on new fund trends and themes, and the signals they send to asset managers and distributors about actions to take in 2009. Product development has played a central role in Asia and Europe, even through the current difficult environment. In Asia, over 50% of long-term fund flows went to new funds launched during the first two months of the year. Introductions in Europe meanwhile captured $6 billion in January and February. Although volumes are lower than before, product introductions and innovation will continue to influence industry direction and evolution.
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The 2008 Billionaires' Fund Club – Top and Bottom, and Other Commentary [Selected Excerpts Only] (Mar 20 2009)
With highlights since the launch of the Global Fund Distribution website in January 2009, commentary features the Billionaires' Fund Club (comprised of the winning and losing funds from 2008), accelerating rotation of industry leadership amidst the financial crisis, and forecasting AUM and flows through 2011. For full commentary, please visit www.GlobalFundDistribution.com.
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Windows Into Global Asset Management - March 2009 (Mar 10 2009)
Putting trends in perspective and looking ahead, we address developments among money market vehicles, in fund distribution, viability of smaller fund groups, product innovation and rationalization, ETFs, alternatives, and the future of the industry worldwide.
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Fund Management Industry in Transition (Feb 02 2009)
Enormous changes across the investment world are reshaping fund management, triggering rotations in industry leadership as distributors reassess their providers. Meanwhile, mutual funds captured $35 billion in China and $80 billion across Asia during 2008. Europe dealt with large net redemptions during the year, but results improved in December.
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Adapting to Transformative Events in the Investment World (Dec 18 2008)
Year-end observations and looking towards 2009; fund results during October in Asia, Europe, and the U.S. in perspective; impact of price declines and recent events on the industry, and what companies are doing to adapt to the changes.
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