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Studies & Surveys

This section includes studies and surveys conducted on behalf of ALFI.


Updated on 12/02/13  
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how can fintech facilitate fund distribution?

- Studies

"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.

alfi real estate investment funds study 2015

- Studies

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.

ALFI swing pricing survey - update 2015

- Studies

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.

Beyond their Borders Evolution of foreign investment by pension funds

- Studies

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.

European Responsible Investing Fund Survey 2015

- Studies

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.

ALFI REAL ESTATE INVESTMENT FUND SURVEY 2014

- Studies

The Association of the Luxembourg Fund Industry (ALFI) released the 2014 version of its annual real estate investment fund (REIF) survey, showing the development of the Luxembourg-domiciled REIF market as at the end of 2013.

Domiciles of Alternative Investment Funds

- Studies

According to a report published by the Association of the Luxembourg Fund Industry, carried out by Oliver Wyman, the introduction of the AIFMD has fuelled strong growth in European fund domiciles, with the number of alternative investment funds increasing by10% since 2010, and assets under management increasing by 13%.

Beyond 10%: the case for enlarging the pool of retail investors in Europe’s investment funds

- Studies

This report looks at the impact of the financial crisis on European investor behaviour, and at the future direction of the asset management industry.  The report “Beyond 10%: the case for enlarging the pool of retail investors in Europe’s investment funds,” by research company MackayWilliams, highlights the fact that there is a €4 trillion pool of unmanaged household assets in Europe, which is either losing value or failing to grasp growth opportunities that are available through long-term investment vehicles. This is a missed opportunity for asset managers and savers alike.

European Responsible Investing Funds Survey 2013

- Studies

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.

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