Asset managers are focusing on global strategies

A decent proportion of product development for both retail and institutional distribution will be focused on international strategies. Research by analytics firm Cerulli Associates indicates that asset managers are setting aside 25% of their retail product development for global strategies, up to 37% on the institutional side. The firm also found that over the next three years, global equity allocations are expected to increase regardless of investor type, while U.S. equity allocations are expected to decrease. In another part of Cerulli’s June edition of ‘Monthly Product Trends’, the firm found that inflows into passive mutual funds have offset the outflows from active funds, with active equity funds being the worse hit ($25.3 billion outflows). While flows into exchange-traded funds have slowed compared to earlier parts of the year, they still contributed 0.3% in organic growth for the month, a sizeable portion of the 0.5% overall growth. ©2016 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.