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China Mutual Fund Series: Quarterly Assessment – 1Q22

  • AUM, Distribution, ETFs, Flows, FMCs, Fundraising, JVs, Market share, Mutual Funds, pension, Products, Regulation, regulations
Markets drew a challenging start to 2022. An optimistic January quickly gave way to meager demand for both equity and fixed income products. New fundraising hit a three-year low. Many product development plans were aborted, but some managers were able to pivot to maintain some semblance of momentum. As firms contend with their respective hurdles, […]
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China Mutual Fund Series: Quarterly Assessment – 4Q21

  • AUM, Bonds, Distribution, Fixed Income, FMCs, IFAs, JVs Fundraising, Market share, Mutual Funds, Products, Profitability
Recent months have been fraught with pessimism for the equity business. But fixed-income demand surged in 4Q21, and industry AUM rose yet again past RMB25.1tr. Industry profits in 2021 should be more than healthy. Early 2022 is bringing adjustments to distribution techniques and product strategies. Even as fundraising falters across the board, managers continue to […]
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China Alert – Right product, right time

  • E Fund, ETFs, Organic flow, Products, QDII, Zhong Ou
Right product, right time One ETF has had USD7.5bn of inflows since early last year. Retail speculation is the key driver. This behavior looks to be here to stay. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact us: Tel: […]
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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 […]
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China Mutual Fund Series: Quarterly Assessment – 3Q20

  • 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. […]
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China Alert – Ant-Vanguard, a review

  • Fees, Products, Roboadvisory
Ant-Vanguard, a review The service’s front end is basic in its initial functionality. It mirrors offerings already available to investors. There is little evidence of proprietary support from Ant Financial. Please note that full versions of our China Alerts are for clients only, if you would like more information about a subscription please contact us: […]
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China Mutual Fund Series: Quarterly Assessment – 4Q19

  • Competitive update, Fundraising, Institutional business, Products, Regulatory update
Mutual-fund industry AUM found a new historical high in 4Q19 of RMB14.6tr. Evolving growth drivers are the result of a major ongoing shift: declining MMFs are now below 50% of industry assets. Instead, demand for active equity continued to prove resilient in the face market volatility, while institutional demand persisted despite regulatory pressures. This China […]
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