Five Years Vision in the European Fund Business

We estimate a Compound Annual Growth Rate (CAGR) of 11 % for next 5 years.The big players are still the undisputable leaders. There is a demand for Institutional Funds

European Fund Market

There is a concentration in Luxembourg and Dublin. They account for more then 1/3 of all fund assets in Europe. But there is a trend to create more domestic funds.

Complete Service Offer

Outsourcing brings you immediately a higher profit. Using private labeling even more. Fund provider will focus on asset management and distribution and outsource the administration and custody to a larger provider.

Product Trends

There is a trend to single hedge funds in Europe. The next wave in product trends will be Private Equity – family offices focusing already on this trend. Alternative products will ‘explode’ as the products are part of the asset allocation (up till 20 %).

EU Financial services policy for the next five years

The full green paper text is on: http://europa.eu.int/comm/internal_market/finances/actionplan/index_en.htm The investment fund industry currently manages almost 5 trillion euro and a small improvement in efficiency has huge immediate beneficial economic effects.