03.05.2025

Managers of Pillar II mandatory private pension funds and Pillar III voluntary private pension ones will be able to invest up to 10% of assets in mutual funds, from 5% at present, in line with a draft more

01.28.2025

BRD Asset Management managed a significant leap in the ranking of Romania’s largest investment managers by assets and reached the top position at the end of 2024, from fourth at the end of 2023, as more

09.12.2024

Romania mutual funds, managed by companies part of the country’s biggest banking groups, but also by independent administrators, are likely to reach 1 million clients at the end of 2025 should the more

07.31.2024

The industry of local mutual funds has seen a significant increase in investor numbers over the last year, from 511,900 clients in June 2023 to 703,570 clients in June 2024, which translates into a more

07.08.2024

The net assets of the 248 open-end and closed-end mutual funds, both local and foreign, available in Romania, increased by 3.3% to RON44.6 billion in May and by 12.2% since the beginning of the year. more

06.06.2024

In the context in which the number of investors in mutual funds increased by 20,000 in April 2024 versus March and by 78,000 so far in 2024, all large asset management companies in Romania saw more

03.05.2024

Mutual funds in Romania, among the most accessible financial investment instruments with exposure to stocks, bonds and other investments, recorded subscriptions of RON402 million from investors in more

08.01.2023

The three largest mutual fund managers in Romania had RON11.2 billion worth of net assets under management at the end of June 2023, accounting for over 60% of the total net assets managed by the top more

10.26.2021

Amid rising inflationary pressures, largely generated by the deepest energy crisis of recent years, but also by investors’ expectations that both Romania’s central bank and other central banks more

10.08.2021

Raiffeisen Asset Management (RAM), which specializes in managing the investment funds of Raiffeisen Group in Romania, has become the largest mutual fund manager on the local market, after the more

04.29.2016

Five asset management companies, four of which held by banks, account for 95% of the mutual fund market which stood at 22.8 billion lei (EUR5.1 billion) at the end of March. The remaining 16 managers more

04.13.2016

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01.15.2016

Mutual fund Audas Piscator, managed by Atlas Asset Management, is the top performer of 2015, with a 40% yield in euros it got from the bet on the rise of the Swiss franc against the euro. more

04.14.2015

The bet on Swiss franc growth and investments on the Austrian bourse were the strategies that brought the biggest gains to mutual funds in Romania in the first quarter, of as much as 34.6% in euros. more

03.30.2015

Fund manager Erste Asset Management (EAM) plans to maintain its 40% share on the mutual funds market and increase the number of investors to 150,000 in 2015, from 135,000 a year before, general more

02.11.2015

The top five fund managers in Romania, with 20.2 billion lei (EUR4.6 billion) assets on their hands, have announced record high investments of up to RON500 million in stocks this year. The reason for more

01.15.2015

Mutual funds ended 2014 with record net inflows of 4.3 billion lei (almost EUR1 billion), as bank deposit interests are not enough to cover the withdrawal fees after dropping to less than 3% per year. more

10.29.2014

Mutual funds in Romania that combined bond and stock investments generated the highest returns in the past five years, of as high as 69%. However, a single fund managed to beat the bourse and just one more

09.17.2014

Local mutual funds attracted record high net inflows of RON3 billion in the first eight months of this year, a sign Romanians are ever more concerned about falling banking interest rates and finding more

09.12.2014

Erste Bond Flexible and Raiffeisen RonPlus, Romania’s biggest mutual funds, with overall assets of 8.5 billion lei (EUR1.9 billion), have RON3.8 billion (EUR860 million) invested in government more

05.29.2014

The decline of bank interest rates below 4% a year has hindered the appeal of deposits as a savings tool and bank clients are seeking more profitable alternatives. more

05.22.2014

Romania’s five largest money managers ended 2013 with net cumulated profits above RON34 million, mainly generated from the management of low-risk mutual funds. more

05.13.2014

Erste Asset Management, the biggest mutual fund manager in Romania, wants to raise EUR100 million with six new funds destined to investors seeking alternatives to the falling interest rates of banking more

04.14.2014

Mutual funds have raised 1.2 billion lei (EUR269 million) from investors in the first quarter, which was their best ever. Most money went to funds with conservative investment strategies, but more

01.15.2014

Six managers made the rules on the mutual fund market in 2013, raising 3.5 billion lei (EUR775 million) from investors. In 2014, the declining interests may bring another RON4 billion in net more