In spite of dramatic geopolitical and price events, European #fundflows were relatively resilient in Q1. In terms of providers, 29 #assetmanagers posted net inflows > EUR 1 bn and 47 > EUR 500 m. On the other side of the spectrum, 23 groups experienced net outflows > EUR 1 bn.
It is our pleasure to announce that Oliver Morath joins our advisory board. Oliver is a partner and Managing Director at SQUAD Fonds, a brand of Discover Capital. Prior to joining SQUAD, Oliver spent 7 years as Managing Director of Wholesale Distribution at Flossbach von Storch.
No, you aren’t missing a football match. The score illustrates something we come across regularly. Many foreign #fundmanagers experience significantly higher #fundsales in Spain than in Germany. Often at multiple levels. Why is that? Let’s talk! Spoiler: It is not about fees.
2021 was the best year for the European #fundindustry on record. Compared to 2020, OE #funds and #ETFs net sales increased by a stunning 89% - almost as if the fish were jumping into the boat. Obviously, it wasn’t that simple and many prominent #fundmanagers kept struggling.
Another smashing year ended with plenty of new #fundflows records. 2022 may well lead the industry into choppier waters and we expect some significant shifts in fund sales leaderboards. Stay tuned! To be released later this month.
A huge thank you to all our clients, colleagues, friends and further network for your trust, assignments and great conversations - in particular those who truly challenge industry practices, think beyond the usual paths & have proven to make the impossible possible.
2021 is almost over. So far, 31 fund groups posted YTD net sales > EUR 5 billion and a total of 145 fund groups surpassed EUR 1 billion in net inflows. #SFDR Article 8 & 9 funds increased their combined market to 31%. However, in terms of net sales they captured 53%.
Here you go - English translation of the interview on key industry trends given to Funds People in October. #Change and digitalization. #fundflows winners and losers - and drivers behind. #ESG, #mergers and fees. All in one! All relevant for 2022. https://t.co/T03PMpat9q
"It's only when the tide goes out that you learn who has been swimming naked.“ We expect that 2022 will provide strong evidence of who has consequently rethought and re-designed European #funddistribution and #clientexperience models.
There is a reemerged #merger rumble in the #assetmanagement jungle. This paper addresses some prominent recent mergers & looks beyond the obvious. While it cannot replace a study it should provide an informed wrap up, incl. some rather contrarian views. https://t.co/reLrvJfSid
Featuring some of our observations: “Most have probably been a bit too pushy in marketing their alleged ESG expertise and they are now applying more caution,” said Kalus. “Some would even say there is panic in the house." https://t.co/wTXWZeVmKM
Interview on the state of the #funddistribution nation published today. It is in Spanish, but please drop us a note if you require an English translation. Many thanks for the feature @Oscar_RGrana @FundsPeople #fundflows#assetmanagers#accelerandovlc https://t.co/je2jb0NiXz