Mutual Fund Companies Archives

Retail Market Sizing

The Retail Market Sizing report examines how Mainland investors distribute their wealth. It provides a holistic assessment of the entire Chinese retail market: mutual funds, trusts, brokerage, private funds, insurance sector and bank asset management. It highlights key developments in asset flows and analyzes growth expectations and entry opportunities in Asia’s fastest-growing investment market.

Strategic Outlook

The monthly Strategic Outlook is an in-depth thought leadership piece highlighting critical strategic developments that we believe clients should consider carefully when assessing or formulating their Greater China strategy. Topics are chosen to suit C-suite occupants and vary monthly to balance short-term and longer-term opportunities. Below is the most recent Strategic Outlook:

China Dashboard

The China Dashboard provides a monthly snapshot overview of all sectors of the financial services space (mutual funds, trusts, brokerages etc.) including regulatory developments, asset flows and key developments affecting all participants and their product/service providers. Below is an extract from the most recent China Dashboard:

China Alert

Z-Ben Advisors’ China Alerts are actionable bulletins on key developments in the Chinese Investment Industry, highlighting important shifts in the market landscape, such as the introduction of new regulations or strategic changes in the market place. Below is an example of a weekly China Alert:

China Mutual Funds

The China Mutual Funds report provides an in-depth quarterly evaluation of the mutual fund industry’s periodic results, with a multi-dimensional sizing of the marketplace, followed by analysis of the product universe, fund flows, current and anticipated demand dynamics and a critical assessment of the competitive landscape facing fund managers.