skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

Refine Results

Clear All

Resources

Show More

Event Type

Show More

Information Types

Show More

Products

Show More

Roles

Show More

Sector

Show More

Show More

Needs

Show More

Specialism

Show More

Search Listing

99+ Total results for product and free and sample content found

iMoneyNet - Money Market Fund Analysis

The leading provider of money market mutual fund and enhanced cash data serving clients worldwide.

  • Data you can trust
  • Timely delivery
  • Report generation

iMoneyNet - Money Market Fund Analysis

The leading provider of money market mutual fund and enhanced cash data serving clients worldwide.

  • Data you can trust
  • Timely delivery
  • Report generation

iMoneyNet - Money Market Fund Analysis

The leading provider of money market mutual fund and enhanced cash data serving clients worldwide.

  • Data you can trust
  • Timely delivery
  • Report generation

EPFR - fund flow & allocations data

Quants Corner - Collective Investment Trusts: the latest wrinkle in fund time

By Vik Srimurthy 14 Apr 2021

Quants Corner

EPFR currently tracks over 133,400 shares classes offered by mutual, ETF, hedge funds and other vehicles that encompass over $46 trillion worth of assets. A small but rapidly growing part of this universe is occupied by Collective Investment Trusts, better known by the acronym CIT. Like ETFs and mutual funds, CITs are pooled investment vehicles. Unlike ETFs and mutual funds, CITs are not regulated by the SEC and not open to retail investors (though they can get access through qualified retirement plans). For providers, this lighter regulatory touch means that CITs are easier to open, have smaller compliance burdens and – often – charge lower fees. One of those providers describe CITs as “combining the cost savings of a separately managed institutional account with the convenience of a mutual fund.” Read more...

Topic Industry News

EPFR - fund flow & allocations data

Flows following growth stories in mid-April

By Cameron Brandt 15 Apr 2021

Global Navigator

Investors went for big and growing during the second week of April. China Equity Funds rebounded from their first consecutive outflows since mid-3Q20 with their eighth biggest weekly inflow on record while US Equity Funds absorbed fresh money for the ninth time in the past 10 weeks and flows into UK Equity Funds hit a 51-week high. The world’s first, second and fifth largest economies are now expected to post full year growth in excess of 6%, 8% and 5% respectively. In addition to rewarding growth, investors continued to act on their assumptions that environmental, social and governance (ESG) principles will be, to significant degree, embedded in this and future growth, and that growth at this torrid pace will generate inflation. Year-to-date flows into SRI/ESG Equity Funds pushed over the $100 billion mark, Inflation Protected Bond Funds saw net flows since their current inflow streak began hit $32 billion and Bank Loan Funds took in fresh money for the 15th straight week. Overall, EPFR-tracked Bond Funds absorbed a net $17.8 billion during the week ending April 14 versus $190 million for Alternative Funds, $3.8 billion – a one-year high – for Balanced Funds and $25.6 billion for Equity Funds. Redemptions from Money Market Funds were the largest since the second week of 3Q20, which also preceded a major US tax deadline.

Topic Industry News ESG

EPFR - fund flow & allocations data

Quants Corner - Getting ready for the ‘transitory’ guest

By Vik Srimurthy 28 Apr 2021

Quants Corner - Getting ready for the ‘transitory’ guest

The US Federal Reserve believes the recent gains made by inflation will be temporary, and that the headline rate will be at or around its 2% level going into 2022. Investors are not so sure. Since the beginning of 3Q20, EPFR-tracked Inflation Protected Bond Funds have recorded inflows 40 of the 43 weeks through mid-April of this year. US Bank Loan Funds, meanwhile, have taken in fresh money all but one week year-to-date. During 2020 this fund group, traditionally viewed as a way to play rising short-term interest rates, posted outflows 41 of the year’s 52 weeks. Since inflation has – at least officially – been largely absent for over a decade, many of the investment strategies for dealing with it, such as focusing on precious metals, real estate, or other tangible assets, have a fair amount of dust on them. In this blog, we will look at this issue from the industry level, aiming to identify those that will fare best of the inflation’s recent gains prove not to be transitory. Read more...

Topic Industry News

EPFR - fund flow & allocations data

Pace of Green - Swiss ESG bonds ride market wave but buyers should beware

By Vik Srimurthy 28 Apr 2021

Pace of Green

ESG funds soaked up inflows again in March, and the Swiss bond market was the biggest sponge. Swiss environmental, social and governance (ESG) bond funds attracted a whopping $1.3 billion new investments, 9.1% of its total assets under management. This took total Swiss-based ESG bond assets to over $15 billion, according to fund flow data from EPFR. Swiss ESG bonds have received positive inflows in each of the last 12 months except one. But this momentum accelerated in February, when the Swiss stock exchange (SIX) launched 20 new ESG bond indices, all based on the Swiss Bond Index. SIX also introduced a filter system allowing investors to search for green, sustainability or sustainability-linked bonds...

Topic Industry News ESG

EPFR - fund flow & allocations data

Investors buy American in late March

By Cameron Brandt 05 Apr 2021

Global Navigator

The first quarter of 2021 ended with US Money Market, Equity and Bond Funds attracting a combined $68 billion as COVID-19 vaccination rates in the world’s largest economy continue to climb and stimulus fueled equity indexes hit fresh record highs. Only funds with global mandates enjoyed anything like the same level of flows during the final week of March, with Global Emerging Markets (GEM) and Global Equity Funds seeing year-to-date inflows hit $34 billion and $143 billion respectively and Global Bond Funds posting their biggest weekly inflow since early February. Investors continue to buy into funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates. But appetite for exposure to emerging markets assets dimmed appreciably in late March with flows to Emerging Markets Equity Funds running at less than a third of the levels seen in February and Emerging Markets Bond Funds ending the quarter by posting their fourth outflow in the past six weeks. Both US equity markets and flows to EPFR-tracked US Hedge Funds appeared to shrug off the implosion of Archegos Capital, which triggered forced sales of some stocks when it defaulted on margin calls from creditor banks, and Financial Sector Funds also ended the week with a solid inflow.

Topic Industry News

EPFR - fund flow & allocations data

A question of growth going into 2H21

By Cameron Brandt 01 Jul 2021

Global Navigator

For much of the year-to-date the question of just how much inflation recovering economies will generate, and just how transitory that inflation will be, has occupied investors. As the second quarter wound down, however, another question has intruded: what if it is the economic growth that is transitory? With China’s economy feeling the pinch from some modest policy tweaks and the US Federal Reserve signaling that interest rates could start to rise at least a year earlier than previously expected, Commodities Sector Funds ended June by posting consecutive weekly outflows for the first time in over eight months while Industrial Sector Funds extended their longest redemption streak since 1Q20 and investors pulled money out of China Equity Funds for the fourth time in the past six weeks. The specter of rising prices and visions of a greener future continued to influence flows going into the second quarter. Equity Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates extended an inflow streak that started in mid-August of last year, Bank Loan Funds posted their 26th consecutive inflow and Inflation Protected Bond Funds absorbed fresh money for the 32nd week running. The week ending June 30 also saw EPFR-tracked Dividend Equity Funds record their eighth straight inflow, their longest such run in over six years, as investors positioned themselves for increased US and European bank dividends after those banks successfully navigated the latest round of stress tests. The latest run of positive flows to US Dividend Funds comes at a time when the average dividend yield for companies in the S&P 500 index has dropped to 1.3%.

Topic Industry News