Resources
By Region - EMEA & APAC
Whose Portfolio is it, Anyway? Tailoring Your Fund Distribution Approach to Fund Selector Demands
Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market.
Have we hit the peak of the model portfolio adoption curve?
The model portfolio sector in the U.K. is at a crossroads. Following a sales boom in 2023, model portfolio (MPS)
Another Model Quarter – Q1 2024 Financial Adviser Sales Highlights
There were 839 financial adviser firms with £1 million in net sales or more during this quarter.
A Tale of Two Multi-Asset Solutions
2023’s net sales gap of £10.5 billion between MPS and multi-asset funds represents a significant rise from the £4.6 billion
Demand for home-based investments declining across Europe
Once the equity taps turn on again and the money starts flowing back in, European equity funds—country specific or broad—may
Are the Clouds Parting? – Q4 2023 Financial Adviser Sales Highlights
There were 689 financial adviser firms with £1 million in net sales or more during this quarter.
Hit or Miss: Review of Our Mid-Year 2023 UK Fund Flow Forecast
Although the six-month period to November 2023 proved challenging for fund managers, pockets of opportunity remained. Opportunity could be found
The Place to Be: Identifying Your Land of Opportunity
The UK domicile outshines the five other domiciles when it comes to AUMs achieved by active equity funds in their
Run Fund Run! Launching Funds May be More of a Sprint than a Marathon
Simfund’s newly-minted dataset reveals that just 25% of European-domiciled funds achieved the magic $100 million-AUM figure by their first birthday.
When it rains it pours – Q3 2023 Financial Adviser Sales Highlights
There were 644 financial adviser firms with £1 million in net sales or more during this quarter.
Fewer Seeds (Funds) Being Planted as European Investment Flows Have Evaporated
The heady days of the pandemic, where equity returns shot for the moon and savings accounts swelled are over. The
Gone Fishing (For Sales Leads)
Through Financial Clarity and Adviser Clarity clients can see both the concentration of fish across different ponds and the type