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Wealth Management Expert Opinion

Wealth Management Expert Opinion

Review of the European ETF Market, May 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for May. These net inflows led to increased assets under management in the European ETF industry (€578.1 bn) for May, up from €570.6 bn at the end of April...

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Pitfalls of Passive Investing

Increased competition in ETFs, especially for “plain-vanilla” products, has led to falling prices in this segment, while themes and strategy-based products—such as factor investing and environmental, social, and corporate governance/sustainable, responsible, and impact investing (ESG/SRI)—have a sufficient margin for their promoters...

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Are Innovative Products a Call for More Research Efforts?

Looking at the newly launched funds in Europe, I have come to realize that there seems to be a general trend toward more flexibility in the funds. A high number of funds launched over the last three years have extended investment objectives...

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The Rise of Factor ETFs in Europe

Exchange-traded funds (ETFs) that invest based on factor strategies have become very popular in Europe over the last three years. Investing with a factor strategy means these funds do not follow a market capitalization-weighted index...

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European Investors Chase Yield in Global Bond Sectors During April 2017

April was the fourth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€21.0 bn), followed by mixed-asset funds (+€8.4 bn), equity funds (+€6.4 bn), and alternative UCITS products (+€2.1 bn) as well as real estate funds (+€0.4 bn) and commodity products (+€0.3 bn)...

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Review of the European ETF Market, April 2017

The promoters of exchange-traded funds (ETFs) enjoyed net inflows for April. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF industry (€570.6 bn) for April, up from €565.1 bn at the end of March...

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Is Capacity a New Restriction for the ETF Industry?

The European exchange-traded fund (ETF) industry has truly written a growth story over the last 16 years. The steadily increasing assets under management have led to a number of discussions about the impact of the ETF industry on the markets...

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Will 2017 Be a Record Year for the European Fund Industry?

Looking at the headline figures, the first quarter of 2017 could be considered a good quarter for the European fund industry, since the assets under management (+€1.2 tr) hit an all-time high at the end of March. The European fund industry enjoyed net inflows of €210.5 bn over the course of first quarter 2017...

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A Brief Comment on the Takeover of Source by its Rival Invesco Powershares

On April 27, 2017, Invesco and Source announced that Invesco will take over Source for an undisclosed amount of money. The merger itself is not surprising, since the owner of Source—Warburg Pincus—had been looking to sell the company since October 2016...

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Bond Funds Dominating Fund Sales in Europe

After the negative flow numbers at the end of 2016, March 2017 was the third consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€21.5 bn), followed by mixed-asset funds (+€11.2 bn), equity funds (+€4.1 bn), and commodity products (+€1.0 bn) as well as real estate funds (+€0.8 bn) and alternative UCITS products (+€0.2 bn)...

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