regulations Archives - Z-Ben Advisors

China Alert – Regulating interest alignment

Franklin Templeton Sealand, Fullgoal, PMs, regulations, Zhong Ou

Working through the pension agenda Rules on fund industry compensation are out. There is some recognition of ongoing practice. Notably, use of deferred benefits as (semi-) permanent capital. 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: (+86 […]

BlackRock, Bridgewater, Flows, onshore, regulations, Stock Connect

Working through the pension agenda Flows into Chinese equities have rebounded. Risks remain, but don’t pose a significant operational impediment. Steadier onshore economic policy should be a boon for global firms. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact […]

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, […]

CSRC, Licenses, Market entry, regulations

Working through the pension agenda The fund regulator has followed up on high-level guidance. Notable points focus on market entry. The onus is still on managers to drive industry growth. 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: […]

CCB Pension, Commercial pensions, National Pension Insurance Company, pension, Ping An, Principal, projections, regulations

Working through the pension agenda The second phase of the commercial pension pilot is imminent. The implementation ball is now in various regulatory courts. Plenty of work remains, but hope is rekindled. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please […]

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 […]

Active equity, AUM, equity, Fixed Income, Fundraising, Mutual Funds, regulations

The year 2020 finally passed, but industry trends march on. Mutual fund AUM continues to hit new highs as fixed-income and equity managers alike rode buoyant new fundraising. Something lurks: possible corrections will test manager’s newfound direct-to-client strategies and separate those with balanced businesses from those that narrowly advanced in 2020. In this edition of […]

BWMPs, Distribution, Mutual Funds, regulations

Filling in bank wealth regulation gaps New bank wealth management rules put the point of sale in the crosshairs. Key differences should be taken as a good sign for mutual fund managers. While still not finalized, it gives insight into perceived growth drivers. Please note that full versions of our China Alerts are for clients […]

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. […]

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 […]

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China Alert – Regulating interest alignment

China Alert – Still investible

China Alert – New impetus for old initiatives

China Alert – DC pensions get more definition

China Dashboard – October 2021

China Mutual Fund Series: Quarterly Assessment – 4Q20

China Alert – Filling in bank wealth regulation gaps

China Mutual Fund Series: Quarterly Assessment – 3Q20

China Mutual Fund Series: Quarterly Assessment – 2Q20