Quantitative Analytics Quarterly

What Factors Drive Investment Flows?

 

The “Quantitative Analytics Quarterly” research is the first edition of its kind and a refresh of the 2015 report, “What Factors Drive Investment Flows?”. The report finds that investors generally display consistent preferences over time. Over the past three years, investors preferred more established funds at a higher rate than the previous period studied; and that performance is less of a driver of flows than three years ago.

 
 

In this report, you will learn:

  • What fund, manager, and firm characteristics we examined to capture their relationship to past fund flows

  • How investors have generally displayed consistent preferences over time

  • Why performance is less of a driver of flows than before