North American and European Net Activity

Ipreo’s latest special report delves into North American and European net activity to determine which investors are gaining and losing capital.

The report uses the Net Activity metric to isolate the capital that each institutional investor has gained from
contributions or lost to redemptions over a set period of time, removing investment performance from the equation to isolate true institutional buys and sells.

Some of the interesting stats this technique helps turn up include:

  • Active North American institutions conceded a net equity outflow of -$133B, while active European firms added +$82B to equities in H1 2017.
  • Hedge funds reversed 2016 equity outflows by adding +$46B to equity allocations over the first half of 2017.
  • While planning for outreach in 2018, one aspect to consider is which metro areas have been adding active capital to equity in 2017.
  • Notably, 6 of the top 10 cities with the greatest increases in net activity were located in Europe

Ipreo’s latest special report asks which cities are prime for outreach based on increased exposure to equities?

Excerpt:

When planning for outreach in 2018, one aspect to consider is which cities have been adding active capital to equity in 2017. Notably, several cities in Europe have increased allocations to equity during H1 2017. For example, Frankfurt experienced an inflow to equity over the first half of the year as a continuation of steady inflows from 2016.

Read the Ipreo Special Report: North American and European Net Activity