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

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

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

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

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

12.20.2013

The year 2013 was the year of major changes on Romania’s capital market. State-owned energy companies Nuclearelectrica and Romgaz conducted initial public offerings and raised half a billion euros more

12.19.2013

Mutual funds attracted 3 billion lei from investors in the first 11 months of this year, a record-high amount which is double the inflow recorded in 2012.This comes as people sought more profitable more

12.12.2013

Mutual funds in Romania ended November with record-high net inflows of 777.8 million lei (EUR174 million), the largest monthly amount ever attracted on this market. more

10.18.2013

Mutual funds financed Romania’s budget deficit by purchasing treasury bonds worth more than 6 billion lei (EUR1.35 billion), which translates into almost half of RON12.5 billion worth of assets they more

07.19.2013

Investors in bond funds have had the most to gain in the past three years. By taking low risks, bond funds have earned an average yield of almost 23%, above the bank interest rate and above stock more

06.21.2013

Romania will set up agriculture mutual funds to take up risks insurers do not cover, according to an emergency ordinance approved by the Government Wednesday. more

04.10.2013

Mutual funds attracted a record net amount of 361 million lei (EUR82 million) from investors in March, almost as much as in the first two months of the year, when the amounts attracted were the more

11.29.2012

The Romanian mutual fund market became a European performer with net inflows of EUR86 million in the third quarter, while mature markets such as France, Spain and Italy lost billions of euros. more

08.29.2012

Romanians set 5.3 billion (EUR1.2 billion) aside for investments in mutual funds. The richest of them chose euro-denominated mutual funds, while those with less money were more willing to take a more