Fund Domiciles
The most comprehensive source of information on the world's international fund domiciles and their service providers
Previous Research
Assessing the suitability of alternative UCITS funds for sophisticated retail investors
IFI is conducting a major research survey with UK financial advisors to determine their interest in alternative UCITS (‘Newcits’) funds. It will be interviewing intermediaries that advise high net worth and other sophisticated clients. In follow up to the study, IFI will host an event for survey interviewees and managers to debate the research findings.
The purpose of the survey is to provide a detailed and independent assessment of the true market potential for alternative UCITS products amongst sophisticated retail investors. The survey will also discover what those that advise this market know about hedge funds in general (both traditional offshore variety as well as alternative UCITS funds).
Alternative fund transparency: Developing the link between investors & administrators
There has been a considerable increase in alternative investors’ transparency requirements following events of the last two years. But many believe that an insufficient amount of attention has been paid to reforming structures that will improve transparency. As a result, IFI is conducting a major global survey with investors, managers and administrators to examine what should be done to improve transparency in the industry. In particular, it will examine how administrators – and the technology that they employ - can be used to make the investing process less ‘siloed’ and more transparent for existing investors, and those allocating to alternative for the first time via ‘Newcits’ and other more regulated products.
The Future of Fund Domiciliation in the Mediterranean
IFI’s research department is conducting a survey with alternative investors and fund managers around the world in order to obtain their views on domiciliation and fund servicing in the Mediterranean. The purpose of the survey is to discover if investor and manager attitudes to the Mediterranean have been affected by the fallout from the market crisis and/or the increasing regulatory pressure that is likely to be applied to alternative managers.
An industry on the move? A survey of manager migration, fund redomiciliation and back office relocation (September 2010)
Much has been said and written about manager migration, fund redomiciliation and back office relocation. But little to no serious research has yet been done on these areas of the business. As a result, IFI’s research department conducted a major global survey with fund managers, their advisors and administrators to determine how much the fund industry (particularly the alternative side of it) is likely to move from where they are currently located – and where they are likely to go.
Luxembourg: Global base for funds? Webcast Event & Special Report
As IFI prepares to enter its third decade, it is hosting a wide-ranging live webcast for fund managers around the world on the future of Luxembourg as a global centre for funds. IFI is also publishing a Special Report on Luxembourg which will cover all aspects of Luxembourg’s development as a global fund centre.
The Future of Manager Migration, Fund Servicing and Domiciliation in the Mediterranean: The Alternative to Ireland and Luxembourg? (October 2010)
The Mediterranean domiciles have been growing substantially as of recent. Malta and Gibraltar are being chosen by managers both as locations for additional offices and as bases for their fund servicing or domiciliation. IFI surveyed managers to get their views on migration, servicing and domiciliation in thie part of the world.
Alternative Asset Management in an Era of Deflation and Market Uncertainty (September 2010)
Allocations to both private equity and hedge funds have been affected by renewed uncertainty over the prospects for economic recovery. Many managers fear that the period ahead is going to be more challenging (both for returns and for capital raising). A number of hedge fund and private equity managers might well face some difficult decisions this autumn.
Consequently IFI’s research department conducted a major, global survey with professional investors to examine the outlook for allocations to private equity and hedge funds – given current sentiment. The study explores the prospects for the alternative industry of these projected allocations with managers.
Transformation: The Future of Alternative Investments (June 2010)
IFI, in collaboration with KMPG, has produced a study entitled "Transformation: The Future of Alternative Investments" which looks at the shifting direction of the alternative investment industry. The study shows how institutional investors' demands are directing managers' actions in the industry.
Fund Technology – A Buyer’s Guide on Reporting and Transfer Agency Systems (Sept 2009)
In 2009 IFI conducted a study to provide the European fund industry with detailed information about fund technology systems that are currently on the market, such as reporting and transfer agency systems. Interviews were conducted with buyers of reporting systems across Europe and a Buyer’s Guide was created.
Fund Manager Migration Research (Sept 2009)
IFI has conducted a major research survey on fund manager attitudes to migration and fund redomiciliation. It examines: fund managers’ and investors’ perceptions about the future of the offshore fund industry; if, when and where migration might occur; what the drivers for migration are; amongst other aspects.
ETF Research Survey: The View of Investors (Sept 2009)
IFI has concluded its ETF research survey for 2009 determining the positive and negative aspects of ETF developments in Europe from the standpoint of its investors.
For details about this research, contact Simon Osborn at osborn@ifiglobal.com.