This section includes studies and surveys conducted on behalf of ALFI.
Responsible investing (RI) funds are showing strong growth, with assets under management increasing since 2010 by 19% from €199.9 billion to €237.9 billion, with the proportion of RI assets compared to the total assets in European funds increasing by 1.6%, according to ALFI’s second European Responsible Investing Fund Survey carried out by KPMG on behalf of ALFI.
The Association of the Luxembourg Fund Industry (ALFI) unveiled on 18 September 2012 a new study “Trends in Cross Border Distribution”.
ALFI has recently set up a working group on Solvency II in order to anticipate the impacts of Solvency II in the organisation and business of asset managers and service providers. In this context, ALFI has conducted a survey on the impacts of Solvency II for the asset managers.
“The European Responsible Investing Fund Survey”, commissioned by the Association of the Luxembourg Fund Industry (ALFI), shows that there are 1,236 Responsible Investment (RI) funds in Europe, with assets under management totalling EUR 129.49 billion. This amount is quite substantial compared, for instance, to the EUR 5.5 billion under management by specific microfinance investment vehicles worldwide. Responsible Investment (RI) assets in Europe represent almost 1.6% of the European investment fund market in terms of assets and 2.3% in terms of number of funds.
Oliver Wyman’s study Alternative Investment Funds Domicile (commissioned by ALFI) looks at which major offshore centres of fund domicile are currently used by alternative investment funds, looking separately at hedge funds, private equity funds and real estate funds. Click here to see the report.
Luxembourg-domiciled products account for almost half of all alternative Ucits assets and flows this year, and 45 % of the number of funds. Discover the analysis from Strategic Insight, an Asset International company, here
1988 - 2018: three decades of funds industry transformation