Market Overview – France

French investment funds market is larger than
UK and very promising for Real Estate Funds

Volodymyr Andrianov, XOLARIS Capital AG, Liechtenstein


France is the 4th largest investment funds market in Europe (after respectively Luxembourg, Ireland and Germany), holding over 11% of the European total funds’ assets amounting up to over 1.900. trln. euro (out of total 17,5 trln. euro of funds
assets in Europe). And on the AIF´s market, France is the second largest in Europe, after Germany. From total number of French funds (around 11 000),
almost 70% are focused on alternative assets. Also on asset size, the share of alternative fund assets overweight the UCITS assets almost by half (1.150 bln. against 800 bln.). In terms of AIF assets, French AIF market is almost 3 times higher than UK (over 1.143 trln. in France against 439 bln. in UK). While traditionally the share of liquid assets had always been substantially higher on average across Europe.

However, the majority of the institutional investors in France still rely on discretionary mandates,
making it second largest asset management market in Europe in terms of assets size. Equally, it holds second place in Europe in terms of number of assets management companies located in country (633 in France out of 4 539 for the whole
Europe in 2018). At the same time the role of funds management companies evidenced some growth trend on the French market in the last few years making more and more asset holders to entrust it´s investment to fund’s management structures making this market attractive for the new entries by independent third party AIFM service providers.

The AIFM´s represent strong advantages for passive investors, comparing to traditional discretionary mandates, due to strictly regulated operation policies and procedures, personal liability of its’ core officers, existing multiple lines of defense of investor interests and enhanced standards independence protection in their decisions to the benefit of investors. The AIFM´s themselves being placed under very strict direct supervision of financial market regulating authority (which is Autorite des Marches Financiers in France)
focused on preservation of investor rights protection and stability of the financial market infrastructure.

more: https://www.yumpu.com/en/document/read/65724787/the-xolaris-market-news-n01

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