China Alert – Money to spend in 2021

  • Fundraising, Profitability
Money to spend in 2021  2020 profit margins look set to benefit from the recent round of fundraising. The effects will be felt across both active and passive managers. Adjusted profitability projections will alter potential M&A dynamics in the fund management industry. Please note that full versions of our China Alerts are for clients only, […]
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China Alert – A closer look at portfolio managers

  • Fundraising
A closer look at portfolio managers Participating PMs in the fundraising rally of January and February grew their individual AUM significantly. Prior investment experience in the group varies widely. Key-personnel dependencies may complicate how managers develop future product strategies. Please note that full versions of our China Alerts are for clients only, if you would […]
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China Alert – Onshore distribution: Seeing stars

  • Distribution, Regulatory
Onshore distribution: Seeing stars  Conventional onshore marketing principles are still visibly at work. Portfolio managers remain the focal point for recent sales efforts, but with subtle changes to how they are portrayed. Liberal usage of track records is likely to continue in the absence of stricter industry rules. Please note that full versions of our […]
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China Alert – The production-line approach to fundraising

  • Fundraising, Regulatory
The production-line approach to fundraising An industry-wide pivot towards active equity fundraising is taking shape. A closer look reveals this isn’t due to product innovation – yet. Instead, many managers race to launch vanilla equity products. Please note that full versions of our China Alerts are for clients only, if you would like more information […]
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China Alert – The foreign firms taking on life insurance

  • insurance
The foreign firms taking on life insurance  Foreign-invested insurers have far outpaced industry-wide growth. Some are even beginning to build significant premium scale. As assets continue to grow, allocation maturity will not be far behind. Please note that full versions of our China Alerts are for clients only, if you would like more information about […]
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China Alert – Bank pension products – not so fast

  • onshore, pension scheme
Bank pension products – not so fast Recent reports of banks getting into the pension business may be overstated. Structuring suggests banks aren’t straying too far from their core competencies. Regardless, this adds another dynamic to onshore pension developments. Please note that full versions of our China Alerts are for clients only, if you would […]
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China Alert – ETFs: A 2019 review

  • ETF
ETFs: A 2019 review Equity ETFs grew quickly on the back of strong fundraising. Some managers made headway by aligning new products with demand. Heightened competition should permeate new areas of the business this year. Please note that full versions of our China Alerts are for clients only, if you would like more information about […]
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China Alert – The distribution sweet spot

  • Distribution
The distribution sweet spot Recent fundraising has attracted billions for active equity products. Managers have taken steps to capitalize on primary distribution channels and growing demand for such products. The real test for such managers will be the ability to retain assets. Please note that full versions of our China Alerts are for clients only, […]
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China Alert – Tianhong is up for sale (indirectly)

  • China fund industry, Fund Manager
Tianhong is up for sale (indirectly) A minority shareholder in China’s largest fund manager is on the auction block. Potential bidders have until the end of February to register their interest. Compared with recent transactions in the fund industry, the implied valuation of Tianhong comes in at the upper end. Please note that full versions […]
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China Alert – Inbound access revamped

  • inbound channels, regulatory updates
Inbound access revamped A new decade marks the end of the inbound ‘Q’ programs. As well as removal of quota, several regulatory upgrades will streamline back office for inbound investors. The onus now falls on service providers to support the market opening push. Please note that full versions of our China Alerts are for clients […]
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