China Mutual Fund Series: Quarterly Assessment – 3Q21

  • Active equity, AUM, Bond funds, Distribution, ETFs, Fixed Income, Flows, FMCs, FOFs, Fundraising, JVs, Market share, Mutual Funds, pension, Products, Regulation, Regulatory
Fixed-income products continued their streak from 2Q21, helping industry AUM to another high. This is not a new phenomenon, but this time, the drivers are different. These are undoubtedly difficult times for active equity lines, but some managers have persevered in collecting net inflows amid the morass. At the same time, competition among distributors is […]
Read More

China Dashboard – October 2021

  • Commercial pensions, ETFs, FOFs, Market entry, Mutual Funds, onshore, pension, Pension reform, regulations, Wealth Management Connect, WFOE
This Dashboard will examine key developments onshore from the month of September, including: FMC application activity revives Revised asset management accounting framework Provincial authorities engage on retirement age adjustment Beijing Stock Exchange unveiled Wealth Management Connect rules in place Aside from these key takeaways, we will also provide a quick analytical update on all sectors […]
Read More

China Dashboard – September 2021

  • Active equity, AUM, Brokers, BWMPs, ETFs, FII program, FOFs, Institutions, Insurers, MRF, pension, QDII, Regulators, WFOE
This Dashboard will examine key developments onshore from the month of August, including: Credit market reforms Fidelity receives mutual fund license Expansionary policy signaled Fundraising begins for BlackRock products CSRC half-year conference Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please […]
Read More

Strategic Outlook: Pensions – November 2020

  • EA, FOFs, NSSF, OA, pension, PPF
Pensions Construction in progress For a number of years now, we’ve made a point of revisiting the topic of pensions in China at the close of the year. Important to the macro landscape, yes, but it is also the largest latent opportunity for investment management onshore. This version of our Strategic Outlook reviews the mechanical […]
Read More