- QDIE, QDII, QDII2, QDLP, robo-advisor, RQDII
This quarterly provides a roadmap to selling by identifying the key growth drivers for foreign managers aiming to gain traction in 2016. The first quarter of 2016 has reminded all that good things come in threes, even for China’s fast-changing cross-border investment landscape. An overhaul of the QFII quota system, quota-less bond market access and new portfolio-adjustment-inducing solvency requirements for Chinese insurers are all explained in this quarter’s Cross-Border Update. This markedly increased accessibility to the Chinese market contrasts with changes on the outbound front. Some managers are facing testing times and essential investor targeting will separate the wheat from the chaff. Quota restrictions and launch delays in the QDII, RQDII, QDII2, QDLP and QDIE programs are pushing domestic investors to consider more carefully which they prioritize. Z-Ben Advisors has adopted a retail focus in our analysis of presence and distribution as hard lessons are learnt in the initial stages of MRF, online distribution continues to deepen and robo-advisory comes into the fray.
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