Wealth Adviser Newsletter

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NEWSLETTER | 14 Feb 2020

Active equity funds see dramatic fall in flows

There is quite shocking news from global funds transaction network Calastone which has found that UK fund flows into active equity funds dropped 93 per cent over January, with nine-tenths of January’s overall net equity inflow flowing instead into index funds.

Calastone comments that active funds are much more sensitive to changes in sentiment and the negative news on the rapid spread of the hugely contagious coronavirus has certainly had its impact on UK equity markets and, in turn, on inflows into funds.

In other news, State Street Corporation and iCapital Network have launched a partnership designed to offer private market funds, such as private equity, private credit, real estate and infrastructure to high net worth investors. State Street’s Cesar Estrada, senior managing director with alternative investment solutions, says: “This will change the future.”

Meanwhile, Artur Baluszynski, Henderson Rowe’s Head of Research, has identified five major trends poised to change the private client investment management industry in 2020 and beyond.

Read all this and more in this week’s newsletter and spend a little time voting in our Wealth Adviser awards. All the information you need is here…

Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue
Calastone
Amundi
Armor Index
CP ETFs
First Trust
Henderson Rowe
Horizons
iCapital
JP Morgan Asset Management
Ossiam
State Street

More than half of workers don’t know the current size of their pension pots

Thu | 13 Feb 2020, 13:30

Over half of workers (54 per cent) do not know the current size of their pension pot – or pots – a PLSA consumer survey has revealed.

Thu | 13 Feb 2020, 13:30

UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app (”the app”) in close collaboration with UBS clients and financial advisors.

Thu | 13 Feb 2020, 13:30

The latest Fund Flow Index from Calastone shows that fund flows into active equity funds dropped 93 per cent over the month, as nine-tenths of January’s overall net equity inflow went into index funds.

Thu | 13 Feb 2020, 13:30

State Street Corporation and iCapital Network have launched a partnership designed to offer private market funds, such as private equity, private credit, real estate and infrastructure to high net worth investors.

Thu | 13 Feb 2020, 13:30

Artur Baluszynski (pictured), Henderson Rowe’s Head of Research, has identified five major trends poised to change the private client investment management industry in 2020 and beyond.

Global ETF launches 06-13.02.20

Thu | 13 Feb 2020, 13:30

This week’s new ETF launches include a new proposition for environmentally minded investors, a new actively managed fund from Ossiam which will focus on companies with a track record of low CO2 emissions. UBS debuted a new fund with ‘principles’ too, this week, an ETF offering investors access to companies that are highly committed to sustainability and gender equality issues. Elsewhere, Amundi expanded its Prime ETF range, while JPMAM launched a new fixed income multi-factor fund, and First Trust debuted the Value Line Dividend UCITS ETF…

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