This section includes studies and surveys conducted on behalf of ALFI.
According to the report issued today by ALFI to mark ALFI’s 30th anniversary, UCITS assets have the potential to grow at a compound rate of 5% in the next three decades, with average annual net sales flows rising from €201 billion in 2017 to €860 billion in thirty years. As long as certain risk factors are addressed, this growth rate would quadruple UCITS’ asset base to over €42 trillion by the year 2048.
Though umbrella funds remain popular due to various practical and cost considerations, ALFI’s Real Estate Investment Funds Survey 2017 confirms the trend towards simplification of REIF structures and strategies. Please note that this publication is for members only.
The development of non-banking credit intermediation has led loan funds, which provide an alternative to the banking industry as a source of financing the real economy, to expand significantly in the Grand-Duchy, and this trend that is expected to continue.
Despite the fact that Luxembourg has been active in the Private Equity field for more than two decades, local presence was historically limited mostly to smaller and / or emerging General Partners. The opportunities offered by the Luxembourg fund structuring toolbox have now motivated many large international houses to set up and conduct business out of Luxembourg.
2016 was another good year for Luxembourg domiciled REIFs as the population continued to expand, ALFI writes in the 10th edition of its annual Real Estate Investment Funds (REIF) survey that has been published today.
"The asset management industry has a once-in-a-generation opportunity to re-imagine and modernise its distribution model to address market and operational challenges – for future and current investors,” says Denise Voss, Chairman of ALFI.
The Association of the Luxembourg Fund Industry (ALFI) released the 2015 Real Estate Investment Funds (REIF) survey, produced by EY Luxembourg, showing the development of the Luxembourg-domiciled REIF and Funds of REIF market as at the end of June 2015.
The trend towards greater adoption of swing pricing continues. The third edition of ALFI’s Swing Pricing Survey shows both a greater number of participants responding to the survey and a greater number of asset managers that have implemented the mechanism.
Pension funds around the world are increasingly looking beyond their borders to address their investment needs, according to the Association of the Luxembourg Fund Industry (ALFI) which today released its global pension fund report, “Beyond their borders: evolution of foreign investment by pension funds,” produced by PwC Luxembourg.
ALFI published the third edition of the European Responsible Investing Fund Survey produced by KPMG. The survey covers the European responsible investment fund market as at 31 December 2014, including the size of the market, investment categories and the domicile of such funds.