MMFs Archives - Z-Ben Advisors

China Dashboard – February 2022

AUM, BlackRock, Brokerage, BWMPs, FMCs, IM WFOE, Inbound, Insurers, MMFs, PMs, Regulators, WFOE

This Dashboard will examine key developments onshore from the month of January, including: MMF liquidity management PBoC rate adjustments Insurance solvency revisions Digital economy extension of 14th five-year plan ETF asset growth Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please […]

AUM, Distribution, FMCs, Fundraising, MMFs, Mutual Funds, Products, regulations

The action-packed year continues. Fund managers have scrambled to meet investor demand, pressing product manufacturing logistics into high gear. Flows have been massive. Key to locking in higher profitability will be sustaining AUM over the coming quarters. This edition of our China Mutual Fund Quarterly examines how changing factors are influencing manager and distributor competition. […]

Active equity, AUM, Fixed Income, Flows, Harvest, MMFs, onshore

A tectonic shift in China fund flows Third-quarter fund flows are revealing further dislocations in short-dated fixed income. At the firm level, the partial dataset suggests some bank-backed managers have been materially impacted. Flows continue to gravitate to active equity products, reflecting steady market demand. Please note that full versions of our China Alerts are […]

AUM, ETFs, Inbound, Institutions, IPOs, JVs, MMFs, NSSF, onshore, outbound, pension, QDII, WFOE

This Dashboard will examine key developments onshore from the month of September, including: Foreign institutional investor rules finalized Bond market reforms facilitate foreign investment China sovereign funds New QDII quota Insurance asset management product rules Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial […]

AUM, Bond funds, FMCs, Fundraising, MMFs, Mutual Funds, Orient, regulations

It has already been one of the most dynamic years for asset growth in recent memory. The year is shifting the competitive balance, as it is already clear that some managers are faring far better than others. Front of mind is how firms will endeavor to tap into highly concentrated demand while also positioning for […]

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, […]

Active equity, Alipay, AUM, Bosera, CCB Principal, Fixed Income, Fundraising, Harvest, Hua An, ICBC Credit Suisse, Market share, MMFs, Southern, Tianhong

Manager market share carnage incoming Asymmetrical flows are set to fundamentally reshape the industry. Uncertainty surrounds the impact on differing money market product classes. For 3Q20, it will be a singular focus on active equity fundraising. Please note that full versions of our China Alerts are for clients only, if you would like more information […]

AUM, First State Cinda, Fundraising, JVs, MMFs

The perfect turnaround story Here, we show how success begins and ends with the right leadership and their authority to take action. The success of new management’s decisions is fully captured with firm-wide AUM doubling in just six months. Foreign groups targeting China should take away key lessons from this joint venture’s troubled past. Please […]

China Dashboard – February 2022

China Mutual Fund Series: Quarterly Assessment – 3Q20

China Alert – A tectonic shift in China fund flows

China Dashboard – October 2020

China Mutual Fund Series: Quarterly Assessment – 2Q20

China Alert – The big reallocation in detail

China Alert – The perfect turnaround story