Interested in staying updated on the Luxembourg fund industry market? Searching for opportunities to connect with professionals in the fund industry? Simply follow this link to stay in the loop with #ALFI. 👉 https://lnkd.in/enq6pbXQ
ALFI - Association of the Luxembourg Fund Industry’s Post
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Since 2012, the Irish Fund Industry has grown per annum at 11.5% compared to Luxembourg’s 7.5%. If these growth rates continue, the Irish Fund Industry will surpass Luxembourg by 2030. We can no longer say: ‘We have the world’s second largest fund industry after the USA’. This phenomenon is a wakeup call. What can we do to reverse this trend?
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📈 Exploring the Evolving Landscape of ETFs 🌍 Are you intrigued by the shift from active to passive investing in the world of Exchange-Traded Funds (#ETFs)? In an #InvestmentOfficer interview, Ciarán Fitzpatrick, managing director and head of ETF Solutions Europe at State Street Institutional Services, offers a rich insight into this dynamic change that is sweeping across both retail and institutional investments. From a profound cost-saving advantage to the strategic utilization of actively managed ETFs, Fitzpatrick highlights how these innovations are turning around the investment paradigm. Ireland offers fresh appeal to new issuers for funds with US equity exposures. Luxembourg's flexibility is seen as attractive for established providers, especially those in fixed income funds. The market for active ETFs may be small, but its growth trajectory and the adoption by leading asset managers signal a promising future. 🚀 Check out the full article for an inside look at what's shaping the future of ETFs in Europe: https://lnkd.in/edpjqm9m #ETFs #Investing #ActiveInvesting #PassiveInvesting #Finance #AssetManagement #StateStreet #Trends #FutureOfInvesting
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I have spent a lot of my time this past year observing the trends and developments coming out of the legal world in relation to the Fund Industry. A large part of that work has taken me Dublin - the 2nd largest centre for assets under management. Europe's largest hub, however, remains Luxembourg. Within Luxembourg, the two countries with the largest market share of assets under management are the USA and the UK. Combined, they account for over 1/3 of the market share. Check out this graph produced by ALFI that shows the breakdown of the full market below! #fidessearch #webringtherightpeopletogether #funds #luxembourg #alfi
Companies from all over the world use Luxembourg as their gateway to Europe and the rest of the world. The two countries with the largest market share of assets under management in Luxembourg are the USA and the UK. Download the #ALFI/PwC Luxembourg Global Fund Distribution 2023 Poster for more statistics. ↘ https://lnkd.in/eUUAsGTr
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The global Investment Fund industry is valued at approximately $100 trillion, with the proportion of financial assets held via investment funds consistently increasing. This trend persists, notably in emerging markets, as the industry continues to expand its reach. The database of Investment Funds NAVs by EDI encompasses over 65,000 share class funds spanning 23 countries across Asia, Europe and Oceania. The service provides comprehensive data coverage, including essential details like share class name, identifier, and current and previous NAV dates, along with more intricate information such as current and partial NAV, percentage changes in NAV, NAV currency, and beyond. Data is updated daily at the end of each day. Approximately 74% of the share classes available on our service have been tracked since their inception. The three biggest NAV data countries, Luxembourg, United Kingdom and Ireland, make up just over 90% of the data, with Luxembourg funds amounting to almost half. Learn more about EDI’s Investment Fund NAVs’ service https://lnkd.in/ePJBhMH #ExchangeDataInternational #InvestmentFund #NetAssetValue #CorporateActions
Investment Funds NAVs
https://www.exchange-data.com
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Luxembourg is increasingly chosen by national asset managers as the preferred domicile for investment funds due to its regulatory and fiscal benefits. Over the last decade, assets managed in Luxembourg have doubled from €2.6tn in 2013 to €5.2tn in 2023, as reported by the Association of the Luxembourg Fund Industry (Alfi). Read more here: https://bit.ly/3PKRzYZ At Bonn & Schmitt, we are well-positioned to assist asset managers with their fund domiciliation needs in Luxembourg. Get in touch today: https://bit.ly/3xjVYvX #LuxembourgFunds #InvestmentFunds #AssetManagement
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Passive ETFs are replacing active mutual funds. This analysis, supported by Lipper Refinitiv, an LSEG business, confirms it has happening. US equity funds domiciled in #Luxembourg are experiencing relatively strong outflows, while similar funds in #Ireland are attracting new money, the study also finds. Is that because of the Irish tax treaty with the US? And which firms are the biggest fund promoters in Europe so far this year? Find the answers at https://lnkd.in/ea9sDDgi
Fund flows confirm major switch to ETFs from mutual funds
investmentofficer.lu
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SPAIN ETF MARKET OVERVIEW 🇪🇸 Europe's smallest ETF market 3% market share of European ETF market Approx. $40bn AUM invested in ETFs Distribution dominated by Spain’s largest banks 🟢 What’s good about this market? - Retail adoption is increasing via Robo platforms and expected to grow further. - Thematics the main driver of growth. 🔴 What’s not good about this market? - Spain is a very traditional market where real estate is still the primary means of investing. - Switches between ETFs are eligible for capital gains tax making them less efficient than mutual funds in the country. - Retrocession fees negatively impacting a level playing field. - Need brand and scale to get on the radar of clients. Blackwater Search & Advisory #etfs #etf #assetmanagement #investmentmanagement #spain
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Tomorrow our colleagues Peter Sasse and Anh-Vu Tran will be attending the ALFI - Association of the Luxembourg Fund Industry - Global Asset Management Conference 2024 in #Luxembourg. Feel free to reach out to them if you want to chat about investment funds and legal requirements in the German and/or Luxembourg market. #assetmanagement #investment #investmentfunds #annerton #ALFI
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Our favourite Luxembourg fund has returned 42.1% year to date. And no, that’s not a typo. Created as a boutique alternative investment fund in a highly regulated jurisdiction, the fund invests purely in highly liquid equities and FX pairs. Equities need to be a minimum of $10 Billion market cap and typically only five currency pairs are traded. The fund is managed by a Luxembourg regulated asset manager which uses a third party regulated fund administrator to provide the NAV calculations and performance reports meaning these figures are fully verified. Liquidity is key in managing risk and typically trades are closed off each day to prevent any price movements whilst the market is shut. Profits are locked in quarterly and set aside for year end as a further level of mitigating risk. Available to family offices, HNWI’s, and institutional investors from a minimum of €150,000, this fund has returned a minimum of 40% net of performance fees per year since inception. All trades are carried out via Bloomberg terminals with total attribution (performance) reports available. Inter Trader and Interactive brokers are also utilised via the Bloomberg terminal. Prior to the fund being created, the strategy was used to drive growth for FCA managed accounts since 2006, with fully audited results up to 2017 available upon request. If you are looking to get significant gains via a fund domiciled in a heavily regulated jurisdiction where risk mitigation and management is key then please do get in touch. #luxembourg #aif #alternativeinvestments
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Luxembourg remains a haven for cross-border funds distribution. With a politically turbulent year ahead for the USA, more American headquartered asset managers are turning their focus to mainland Europe. As many of these firms adopt a strategy of European expansion, they need a place to legally distribute their funds within Europe. As the world's strongest and largest fund domicile, Luxembourg is the obvious choice. Contact me for our full Q1 Luxembourg market commentary: rachael.brooks@bruinfinancial.com
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