In the assessment of the main investment fund selectors, the Giant Blackrock continues to lead the best global brand ranking in all regions. Who follows him? What do global fund selectors value?
In what already seems to be a classic, again, the last Broadridge Fund 50 It was again led by the North American investment administrators that lead the global brand of best brand image. In a business characterized by trust, it is the American origin managers that continue to dominate the global asset management industry. Leaders, both for Europe and Asia-Pacific are Blackrock, JP Morgan, AM and Fidelity, while for the United States market the first three positions are occupied by Blackrock, Vanguard and Capital Group.
How is the Top Ten by region composed? In Europe, Top 10 is made up of Blackrock, JP Morgan Am, Fidelity, Pictet AM, Amundi, Ishares, Vanguard, Rebeco, Schroders and DWS; While in the case of the US they are Blackrock, Vanguard, Capital Group, JP Morgan Am, Fidelity, First Trust, Pimco, Franklin Templeton, Dimensional Fund Advisors and T. Rowe Price. On the side of Asia-Pacific, the Blackrock trio, JP Morgan Am and Fidelity lead followed by Pimco, Allianz Gi, Alliance Bernstein, Vanguard, Schroders, Franklin Templeton and Blackstone Group.
What were the attributes most valued by investors and selectors of investment funds? For example, the five most important attributes in the case of Europe remained unchanged, although there were some variations in the order of priority: while An attractive investment strategy retained first positionto be an expert in what is done to customer -oriented thinking, which fell to third place, since the growing demand of customers for exposure to non -traditional asset classes was consolidated as a key factor of differentiation; Being well informed and solidity maintained their place among the five main attributes, since fund selectors expect clear and effective communication, and seek solidity in well -established brands, trustworthy and with a proven history.
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The selectors also highlighted the importance of having state -of -the -art communications. But, in addition, in a year marked by important mergers and acquisitions, strength and stability of the investment management team they also occupied a prominent place in the radar of the fund selectors. Asset managers face the challenge of balanceing growth at scale and the construction of a reputation in popular and emerging investment strategies, on the one hand, and on the other, ensuring that the acquisitions enrich (and do not dilute) the perception of the brand. It should be noted that social/sustainability responsibility fell to the last place in the ranking, a position that also occupied in the regions of Asia-Pacific and the USA. Although it would be premature to declare the death of the ESG criteria, they are undoubtedly in need of a renewal, maintains the FB50 report.
Funds: different investment strategies
According to FS analysts, European fund selectors gave greater importance to an attractive investment strategy than their counterparts in the US and Asia-Pacific, and moved away from mutual funds active in search of more efficient profitability through alternative products and active ETFs. In addition, the FB50 points out that, shaken by the turbulent geopolitical changes, the growing pressure on the commissions and painful resource cuts, the assets of assets had to innovate to keep afloat: many of the most successful chose to diversify to emerging investment vehicles. In this regard, remember that, In 2024, the incipient segments of European active ETFs and semi -filled alternatives proved to be two of the most interesting (and profitable).
The FB50 report also highlights that the managers had to adapt to the changing needs of customers, adopting new approaches both in the price structure and in customer service: although having a range of differentiated products remains essential, nowadays it is considered more a basic requirement than a distinctive factor, the current fund selector awa A great specialization in new and complex products segmentsalthough the selectors from Europe-Medium Oriente-Africa give less importance to the solidity than their counterparts of Asia-Pacific and the US.
With regard to the European market, where the invariable trio of US fund suppliers Blackrock, JP Morgan AM and Fidelity lead the ranking, FS comments that Barbara Wall, Broadridge director, points out that JP Morgan shortened the distance in 2024 with respect to Blackrockwhich maintains first position, since both obtain high scores in the 10 brand attributes, except in social responsibility/sustainability; While the European groups are still well represented in the upper part of the table, with five in the Top 10, and with DWS entering for the first time in that group. According to the authors of the ranking, although Blackrock’s leadership has seemed unwavering for several years, Jpmorgan, secondly, is rapidly gaining ground, which prepares the stage for a fight for supremacy in Europe.
The Top 5, unalterable
It should be remembered that the five main global brands, headed by Blackrock, are all giants of the financial industry, both for assets under management and by operational scale. In this context, the report realizes that, although the Top 5 remains unchanged with respect to last year, there has been significant competition for positions in the rest of the top 10, in addition to a large number of rapid promotions and new participants in the top 50. Therefore, when analyzing the European market the FB50 shows that, although Blackrock maintained its dominant position in the region in general, it suffered some losses at the market level: The global giant led by Larry Fink was displaced from the top positions in Germany and Italy by JP Morgan; And it also appears secondly in Sweden and Switzerland, and has fallen two positions in France, standing fourth behind Natixis, Pictet and Amundi. In the conclusions of the FB50 it arises that, in general terms, the movements of the European ranking especially benefited the specialists in passive management, many of whom climbed positions quickly in the ranking; While the active managers had difficulties in the Europe-Medium Oriente-Africa region, there were also some notable promotions, such as Baillie Gifford and Artemis.
Source: Ambito
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