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Helping investment companies address
key challenges, with unique analysis of
the asset management industry from a worldwide
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Latest
Global Research Reports
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Global Mutual Fund FlowWatch – 1H and June 2010 Results Aug 20 2010
Globally mutual funds absorbed over $500 billion in net flows to long-term products during the first half of 2010, twice as much as the same period last year. In a near-zero cash-yield environment, institutional investors redeemed close to $700 billion from money market funds; bond funds were the main beneficiary of net inflows. On a regional level, the US led the long-term flow contributions and gathered $250 billion, followed by cross-border international funds with $150 billion. Local funds in Europe and Asia each took in around $50 billion.
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Asia FlowWatch - June 2010 Results Aug 16 2010
In June, funds in Asia excluding India garnered $9 billion in net flows, $7 billion of which went to Japan. Indian funds experienced almost $27 billion in net redemptions mostly due to institutional activity. Nomura Global High Yield Bond F(Envmt Crny) M Sttl was the best selling fund in the region, collecting $1.3 billion for the month.
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Europe FlowWatch - June 2010 Results Aug 16 2010
Local Europe long-term funds recorded a modest Euro 2 billion in flows during June, while long-term funds in the international cross-border space took in Euro 17 billion for the month. Among the best selling funds in June, Carmignac Patrimoine collected over Euro 2 billion, while Templeton Global Bond, PIMCO GIS Total Return and AllianceBernstein-Global High Yield each garnered around Euro 1 billion.
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Global Leadership Turnover & 1H/2010 Review Jul 22 2010
Global net flows to long-term funds reached $500 billion in the first half of 2010, despite a challenging second quarter, with global fixed Income, emerging markets, Asia-Pacific and absolute return as best selling categories. This commentary discusses the best selling managers, top cash flow products by region and key findings from our in-depth research on fund innovation and distribution, along with an outlook for the second half of the year.
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Mapping Fund Opportunity and Expansion Against Global Financial Risks May 26 2010
Global financial risks, Europe’s debt crisis, the recent “flash crash”, and rising volatility stand in sharp contrast to the $1.3 trillion of global fund inflows in the past year. Our commentary discusses these along with insights from our dinner with Nassim Taleb, author of The Black Swan; a preview of SI’s new research on global distribution; a Japan case study of innovation in asset management, as a cloud computing and smart grids fund raises over $1 billion; and managing alternative strategies, financial technology, and complexity.
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An Inflection Point for the Global Mutual Fund Industry Feb 24 2010
Against the backdrop of 2007-2010 market concerns around the credit crisis, the global mutual fund industry garnered record investor wealth in the second half of the decade. Funds globally between 2005 and 2009 attracted over $4 trillion in net cash flows, almost $3 trillion of which to stock and bond funds. Importantly, equity/mixed funds led the way with $1.7 trillion in cash contributions, followed by almost $900 billion to fixed-income funds, mostly from the US, but with meaningful contributions from Asia. Key themes of this study include five year and 2009 flow results, industry league tables, $60 trillion in cash on the sidelines, a "golden age" for Asia, and a re-distribution of assets in the Europe and the US.
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Extending the Asset Management Toolkit Jan 29 2010
A record $1 trillion in long-term fund net flows worldwide in 2009, despite limited gains in equity funds in the US and Asia, suggests a larger potential for the industry in the coming years. Asset allocation, multi-asset, and flexible solutions are getting more sales globally, a trend which should continue throughout 2010. Additionally, desire for access to alternative fund strategies in a more liquid and transparent structure are converging on UCITS, encouraging a fresh wave of innovation. Further detail and insight into related trends, success stories, and this year's themes are detailed within the report.
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