Euro High Yield Fund Flow Analysis
Analyzing 4 years of fund inflows and outflows to identify patterns, optimize collection periods, and model customer behavior.
Business Context
Edmond de Rothschild manages the EDR Fund Euro High Yield, one of its key investment vehicles. Understanding flow dynamics is critical for liquidity management and growth strategy.
Strategic Problem
How, using internal and external data, to analyse the inflows and outflows of the EDR Fund Euro High Yield over the last 4 years, identify reasons for these flows, optimize collection periods and geographies, and model customer behaviour according to internal and external indicators?
Data Sources
4 years of fund flow data (inflows/outflows), geographic collection data, customer behavioral metrics, market condition indicators, and competitor fund performance.
Methodology
Analyzed temporal flow patterns to identify seasonality and triggers. Mapped geographic collection efficiency. Built customer behavior models correlating internal activity with external market indicators.
Key Results
Delivered a comprehensive flow analysis with actionable recommendations for collection optimization and customer retention strategies.
Business Impact
Framework applicable to any asset manager seeking to optimize fund distribution and anticipate investor behavior based on market conditions.