This section includes studies and surveys conducted on behalf of ALFI.
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%.
Navigating the post-RDR landscape in the UK; assessing the potential impact of an RDR regime on the European fund industry- Studies
The report looks at RDR, which came into effect in the UK on 1 January 2013 and which aimed to improve adviser qualifications and remove product bias from the advice process by changing the way advisers are remunerated.
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.
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