Insights into the business of investing.

64% of European funds are in net outflow

64% of European funds are in net outflow

Sales of long term funds (not money market) added €97bn to the assets of European fund managers in 2016*. This is not a great outcome; in 2015 the figure was €300bn. But this weak figure obscures even worse news for most managers. First, more than two thirds of net sales went to BlackRock, Intesa, Nordea, Vanguard or Union Investment. Some hundreds of fund managers shared €30bn of net sales. Second, 64% of funds (by number) are in net outflow. That doesn’t help in a business that is supposed to reward scale.

 

Firms need to be understand the cost effectiveness of their investment and operational platforms in order to improve profitability. Investit provides data driven analysis to help firms plan for a sustainable future.

*Broadridge

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Active managers are competing with 1m other professionals

Active managers are competing with 1m other professionals

In 1966 there may have been 5,000 investment professionals engaged in price discovery in financial markets. Charles Ellis, doyen among investment consultants, estimates that over the last 50 years that number has grown to a million. Beating the market is harder. More than 95% of trading is among professionals who are in an arms race to turn insights into value for money products. The winners will understand the effectiveness of their investment platforms and where they need to invest to run competitive products at competitive prices. 

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