Universal-Investment’s Post

In 2023, Luxembourg led the European investment fund market with a 26% share, followed by Ireland at 20% and Germany at 13%. Together, these top three countries represent 59% of the total European net fund assets. 💼 At Universal Investment Group, we're proud to have a strong presence in all these three major fund domiciles. Through our platforms in Luxembourg, Ireland, and Germany, we offer comprehensive fund services to asset managers and asset owners. 💭Thinking about the best location for your fund? Contact our experts, Marcus Kuntz or Dirk Grosshans, to learn more! 💡 #EuropeanFundMarket #FundDomicile #SuperManCo The figures presented in this post are available in the EFAMA 2024 fact book.

Luxembourg boasts the largest fund centre in Europe with €5.2 trillion in assets under management. As a result, the nation has become a hub for Alternative Investment Funds (AIFs), enabling investment in assets beyond traditional categories to achieve a swift and cost-effective pathway to accessing European capital. To ensure the professional and regulated management of an AIF, Alternative Investment Fund Managers (AIFMs) oversee a number of key responsibilities, working towards the ultimate goal of delivering value to investors. In our latest article, ZEDRA Luxembourg Director, Charles-Alexandre Houillon explains the role of an AIFM, the relevant regulations, and why Luxembourg has become such an attractive location for alternative investment. Read the article via the link in the comments, or contact Charles for more information. #AIF #InvestmentManagement #Luxembourg #Funds

Europe represents a lucrative market for investment, and asset managers outside of the EU are keen to access its potential. However, navigating the regulatory environment and establishing a foothold can be complex. ZEDRA Luxembourg’s Alternative Funds Management Director, Charles-Alexandre Houillon, shares his perspective on how non-EU asset managers can raise funds in Europe utilising parallel funds and third-party Alternative Investment Fund Managers (AIFMs). Read the full article, linked in the comments below or contact Charles-Alexandre to find out more. #Europe #AssetManagers #AlternativeFunds #AIFM

Tomorrow our colleagues Peter Sasse and Anh-Vu Tran will be attending the ALFI - Association of the Luxembourg Fund Industry - Global Asset Management Conference 2024 in #Luxembourg. Feel free to reach out to them if you want to chat about investment funds and legal requirements in the German and/or Luxembourg market. #assetmanagement #investment #investmentfunds #annerton #ALFI

Did you know ? Yesterday, i.e. 30 January 2024, the ESMA published a report on the EU alternative investment funds (AIFs)’ market - this report particularly highlights the Non-EU funds marketed under the national private placement regimes in Europe (to EU professional investors under so called Art. 42 AIFMD). From 2017 to the end of 2022, the NAVs of such non-EU AIFs nearly increased by 80%. Please kindly consult. #funddistribution #welcometoeurope #carnedistributionsolutions #aifmd #esma #carnegroup #fundregistration #fundpassporting #globalfunddistribution #curator #marketingcommunications

EFAMA's Fact Book 2024 shows that the European asset management market is increasingly concentrated between large funds and ETFs, with less focus on sustainability. Large funds (over 1 billion AuM) and ETFs have seen significant growth while smaller funds (under 100 million) have lost market share; in particular, ETFs grew from 11% in 2013 to 26% in 2023, thanks to strong demand and low costs. The average costs of active funds decreased from 1.16% to 1.06% between 2019 and 2023, and those of passive Ucits funds from 0.23% to 0.21%. This trend is driven by increased cost transparency and competition between asset managers. Foreign investors have increased their presence in European funds, buying an average of 276 billion per year over the past five years. At the same time, the share of US equities in European portfolios has doubled from 22% to 44% in ten years, thanks to the outperformance of the US market, especially in the technology sector. Article 9 sustainable fund inflows declined, while Article 6 funds attracted EUR 41 billion. #EFAMA #AssetManagement #Asset #ETF #Fund https://lnkd.in/dEP927G

A GLOBAL CENTRE FOR INVESTMENT FUNDS: Luxembourg is a global centre for investment funds, the second largest fund jurisdiction in the world, after the United States. It is the largest centre for funds in Europe, with over Euro 4.5 trillion in cumulative assets under management in supervised funds alone. A GLOBAL CENTRE FOR INVESTMENT FUNDS: Luxembourg funds and the GCC: Luxembourg is a jurisdiction of choice for investors based in the GCC. While the Dubai International Financial Centre (DIFC) and the Abu Dhabi Global Market (ADGM) also offer fund structures, Luxembourg funds have more diverse options, including SLPs – that can be unsupervised and allow for greater flexibility for lower AUMs. 📽️Do watch the Video about Reserved Alternative Investment Fund (RAIF) in Luxembourg | Luxembourg Fund Structures - 10 Leaves: https://lnkd.in/gCaNgNCj #10Leaves #Luxembourg #ReservedAlternativeInvestmentFund #RAIF #LuxembourgFundStructures

🚀🇱🇺 [#New Article Alert] : 💼 A New Trend in #Luxembourg: To #Delegate Asset Management Responsibilities 📈 In today’s complex and highly regulated financial landscape, more companies are turning to regulated asset managers to handle key operations. As highlighted by Daniel Capocci, PhD CEO of FARAD Investment Management, SA this trend is particularly prominent in Luxembourg. 🔑 Why? ·       Increased regulatory demands and the automation of processes are driving companies to outsource tasks like portfolio management and compliance. ·       This allows investment fund managers to focus on strategy while ensuring adherence to strict #European regulations. Delegation is becoming #standard practice, offering cost #efficiency, specialized #expertise, and better #governance. 📩 #READ MORE #HERE : https://lnkd.in/edwx22iN Contact us: #[email protected] 📎 Daniel Capocci, PhD - Nicoletta Morsut - FARAD Investment Management, SA- FARAD Group - a B-Corp- GreenEthica by FARAD Group - AGEFI Luxembourg - Le Journal Financier de Luxembourg #AssetManagement #Finance #Regulation #Luxembourg #AIFMD #FARAD I.M #Trend #governance #standard #European regulations

🔦 Spotlight on our strategy 🔦 – Part 4 Discover BEAMA’s Strategic Themes for the Future. This week, we shed the light on: 🌍 ASSET MANAGEMENT FOR THE FUTURE 🌍 “A forward-looking Belgian asset management sector is important to maintain and strengthen Belgium’s position as a financial centre.” 🚀 Our key action points 🚀 ✅ Stimulating Belgium as a financial centre ✅ Supporting the asset management profession ✅ Identifying and developing opportunities & strategies 📜 Read our Vision Document 2024-2026 in full 📜 In English: https://t.ly/Xjt1l In Dutch: https://t.ly/BaRgn In French: https://t.ly/mRu86 #assetmanagement

Luxembourg is increasingly chosen by national asset managers as the preferred domicile for investment funds due to its regulatory and fiscal benefits. Over the last decade, assets managed in Luxembourg have doubled from €2.6tn in 2013 to €5.2tn in 2023, as reported by the Association of the Luxembourg Fund Industry (Alfi). Read more here: https://bit.ly/3PKRzYZ At Bonn & Schmitt, we are well-positioned to assist asset managers with their fund domiciliation needs in Luxembourg. Get in touch today: https://bit.ly/3xjVYvX #LuxembourgFunds #InvestmentFunds #AssetManagement