China Alert – 1Q22 flow recap

  • AEGON-Industrial, AUM, BOCOM Schroders, China Merchants, Mutual Funds, Penghua, Pension funds
Working through the pension agenda Onshore mutual fund AUM fell to USD3.9tr in 1Q22. Active equity outflows were not as severe as expected. Pressure could mount pending the course of market recovery. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please […]
Read More

China Alert – AUM leaderboard changes

  • Active equity, AEGON-Industrial, AUM, China Merchants, China Universal, Flows, FMCs, Fullgoal, Hongde, Invesco Great Wall, Mutual Funds, Penghua, Rankings, Zhong Ou
AUM leaderboard changes Onshore mutual fund industry ended 3Q20 with record AUM of USD2.6tr. Active equity was again the key driver of upward moves in the competitive rankings. Several managers have proved that it is not just new funds that are attracting flows. Please note that full versions of our China Alerts are for clients […]
Read More

China Alert – The teams that led 2020 fundraising

  • Active equity, AEGON-Industrial, BMO, China Universal, ChinaAMC, DWS, Fullgoal, Fundraising, Harvest, onshore, Portfolio manager, PowerCorp, UBI Banca, Zhong Ou
The teams that led 2020 fundraising A reversal of fortunes has emerged among the leading active equity houses onshore. Slow reactivity to shifting demand is placing some legacies in retrograde. Central to this are tenured PMs who can lead the fundraising charge (or lack thereof). Please note that full versions of our China Alerts are […]
Read More

China Alert – The big reallocation in detail

  • Active equity, AEGON-Industrial, AUM, China Universal, Distribution, E Fund, MMFs, Mutual Funds, UBI Banca, Zhong Ou
The big reallocation in detail The verdict is in: investors are moving from MMFs to active equity. Not going away is the nagging issue of hyperactive fund churn. This is being intensified by business models at the heart of online distribution platforms. Please note that full versions of our China Alerts are for clients only, […]
Read More