Alfi reveals greater adoption of swing pricing

The trend towards greater adoption of swing pricing continues, the Alfi’s Swing Pricing Survey has shown.

45  asset management companies participated to the survey. They represent approximately $2,500bn of assets under management, which is 69% of the assets of the Luxembourg domiciled funds (July 2015 figures).

Two out of three respondents, who manage a combined $1,900bn of net assets (54% of total assets under management in Luxembourg funds) apply swing pricing.

More than half of the asset managers not yet applying swing pricing stated they were in the process of evaluating it, and wanted to understand more about the key principles, drivers and theories.

These managers might benefit from the updated Swing Pricing Guidelines ALFI has published alongside with the survey.

The 2015 version of the Alfi Swing Pricing Survey increased the scope and depth of the previous survey done in 2011 and provides more detailed insights into how swing pricing is currently applied by asset managers, common trends, emerging themes and the challenges the industry faces in this regard.

The survey was conducted by a dedicated Alfi working group throughout July to September 2015 and targeted the largest 65 Luxembourg asset managers.


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