Resources
By Region - EMEA & APAC
Failure to launch – Q2 2023 Financial Adviser Sales Highlights
809 firms had £1 million
in net sales or more during the second quarter of 2023.
Hit or Miss: A Six-month Review of our UK Fund Forecast
While 2022 ended and 2023 began with winds of caution, as estimated net flows crossed 0.1% just once between December
Resilience, thy fund name is ESG
ESG integration could just be the secret to building a resilient fund business.
Come on Down, Fund Managers—the Price Is Right
In general, the challenge of AoV is that it is a one-sided measure. The AoV is focused far more on
Value is in the eye of the fund manager … err adviser … err investor … err regulator?
So how can one judge the value of a fund in isolation? Well, one logical answer would be to question
Will Q1 Showers Bring Q2 Flowers for Financial Advisers?
A reversal in fortune was seen amongst wrappers with ISA net flows returning to positive after two consecutive quarters of
The €100 Million Fund Challenge
Based on our sample, a fund’s early success is tied to its launch and that first quarter is a critical
An ESG Fund By Any Other Name
Our headline results therefore fit what most will have expected and/or wanted to observe. Funds purporting to be greener—or at
Article 8: Too big to not fail
Are article 8 funds a victim of their success? Since the ink dried on SFDR in 2019, investment funds classified
UK Financial Adviser Highlights: 2022 Q4 Report
Platforms that ranked #1 in terms of AUM with a respective financial adviser firm, accounted for all £1 billion of
The Hangover: Will Fund Flows Recover in 2023?
Can investors be persuaded to move money off the sidelines and into the markets? If so, which strategies will prove
Hit or miss: A six-month review of our UK Fund Forecast
Mixed funds continue to lead the way, and why wouldn’t they?