Broadridge: Active equity funds on the "cutting edge" of post-crash inflows
Financial data provider Broadridge sheds light on fund selectors' most in-demand products right now. On the flipside, bond funds are always on the sales list, but that sentiment never truly transforms into action, the firm's Director of Insight Mark McFee, tells AMWatch.
Two years ago, KLP Kapitalforvaltning accounted for 4 percent of inflows to Norwegian retail funds. Now, its share is 17.6 percent. "It's been a dramatic change," says CEO Håvard Gulbrandsen, who thinks sustainable funds, low prices and new dynamics in the Norwegian retail market are responsible.
The Swedish Pensions Agency has been busy recently, with a first foray into real estate and new terms and conditions for its fund platform meaning lower fees for savers. Fund department chief Erik Fransson also discusses whether going fossil free has had an impact on returns.
Five new guidelines aim to create more transparency about how Danish pension funds asses the value of unlisted assets – but according to several pension firms, they already live up to these principles.