Spence Johnson puts data and intelligence at the heart of successful institutional asset management businesses. This blog summarises themes identified by our Money in Motion dataset each quarter. Money in Motion collects data from over 100 Asset Managers globally and tracks over €7 trillion in Institutional flows.
Across the EMEA region in Q4 we saw very different flow patterns driven by local regulations, unique client group ambitions and continuing pressure from the macro-economic environment. Active Fundamental equities continued to suffer with €26.7bn of net outflows across all client groups in EMEA, largely driven by UK DB Pensions who accounted for €5bn of these outflows. This trend was however countered by German Institutions who put $1.1bn of net inflow into 3rd party asset managers. Institutions also pulled Passive Equity money. The €4bn of net outflows was led by UK DB Pensions (€1.3bn net outflows) but conversely countered by Dutch DB who allocated €1.8bn of net inflows, and UK DC who allocated €0.3bn of net inflows.
For more data on Q4 trends, please click on the link below
The Money in Motion Blog - EMEA – Q4 2016
We’ll be keeping a close eye on the changing shape of global fixed income in the next quarter, as well as emerging new product opportunities and the changing role of institutional investment consultants in next quarter’s blog out soon.