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Recent Reports:
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Australia's Fund Managers Look To The Future (May 15 2012)
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)
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)
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 08 2012)
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)
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)
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)
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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New Funds in Asia, Europe and Cross-border Markets: Q4 2011 Highlights (Mar 09 2012)
Over 1,100 new funds collected $49 billion in Europe, Asia, and cross-border during Q4’11. Demand is building for high dividend equity solutions through both active and passive strategies (Nomura in Japan, subadvised by international firms; SSgA ETF in Europe). Innovative approaches are gaining traction in emerging and Asia strategies, including a Nikko Blackrock long/short offering in Japan, alternatives from Pictet and Fidelity in Europe, and Renminbi funds across regions.
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Global Fund Review, November 2011: Regional Realignment and Global Compression of Flows (Jan 31 2012)
Including December estimates, global long-term cash flows for 2011 stood at about $170 billion, less than one fifth of the $1 trillion of annual flows in 2010 and 2009. The US and Asia were in positive territory with $200 billion and $70 billion, respectively. Europe, on the other hand, witnessed long-term outflows of $100 billion for the year ($70 billion through November).
From September through November, only the US collected positive net cash flows, totaling $31 billion excluding money funds. Europe suffered $122 billion in net withdrawals. Although Asia flows were marginally negative, new funds managed to collect $20 billion in new money. Despite the outflows in Europe, selected fixed income, absolute return and target maturity products gained net cash flows. Investors in the US preferred corporate bond funds and international investment themes.
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CEO Thought Leader Series: Going Global - The FundForum USA 2011 Interview (Dec 05 2011)
This report highlights views from a thought leadership discussion around the opportunities and challenges of running a global fund management business, conducted at the 2011 FundForum USA event in Boston with Vijay Advani, EVP Global Advisory Services at Franklin Templeton, Massimo Tosato, Executive Vice Chairman at Schroders, and Daniel Enskat, Head of Global Consulting at Strategic Insight.
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