China Mutual Fund Series: Quarterly Assessment – 3Q19

  • asset management industry, AUM, China fund industry, Fixed Income, WFOE
Industry AUM rebounded in the third quarter, and we expect assets to hit RMB14tr by the end of the year. Fixed income products continued to dominate fundraising, but they may not much longer. Fund managers are particularly increasing efforts to differentiate themselves in a passive equity space that is just beginning to find some retail […]
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China Mutual Fund Series: Quarterly Assessment – 2Q19

  • AUM, institutional investor, Mutual Fund Companies, mutual fund sector, Mutual Funds
Market performance and bank takeovers combined to trim mutual fund AUM in 2Q19. Outflows continued, but fundraising mostly held strong across the board. This quarterly update from Z-Ben Advisors examines exactly how some fund managers are increasingly looking to diversify both institutional and retail product lines. As competition in new spaces ramps up, those strategies […]
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China Mutual Fund Series: Quarterly Assessment – 1Q19

  • AUM, Mutual Fund Companies, mutual fund sector, Mutual Funds
A rebounding market in the first quarter of 2019 took mutual fund AUM to new highs. But organic flows revealed more layered results to fundraising and demand. In this quarterly update, Z-Ben Advisors reviews industry profitability in 2018 and the evolving dynamics of market concentration. As the dust from this latest boom settles, managers will […]
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China Mutual Fund Series: Quarterly Assessment – 4Q18

  • Mutual Fund Companies, mutual fund sector, Mutual Funds
The end of 2018 saw many of the trends observed earlier in the year continue to play out – passive inflows, institutional demand, and more. However, a market turnaround in the first quarter of this year has the potential to force a reassessment of gaps in active management coverage. This quarterly update will identify those […]
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China Mutual Fund Series: Quarterly Assessment – 3Q18

  • Mutual Fund Companies, mutual fund sector, Mutual Funds
Reaching yet another AUM high, market uncertainty has proved itself not to be a drag on overall mutual fund growth in the third quarter. Going into the new year, managers’ resolve will be tested by competition from banks – running revamped mutual fund-like wealth management products. In this quarterly report, we examine how managers are […]
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China Mutual Fund Series: Quarterly Assessment – 2Q18

  • AUM, ETF, Mutual Fund Companies, mutual fund sector, Mutual Funds, Public mutual fun
The second quarter saw new mutual fund industry AUM records on the books. This, despite uncertain markets and a continued push by regulators to modernize the industry. It isn’t just resilience in the face of headwinds – new business lines being built from the ground up provide optimism for future growth. In this quarterly report, […]
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China Mutual Fund Series: Quarterly Assessment – 1Q18

  • AUM, ETF, Mutual Fund Companies, mutual fund sector, Mutual Funds, Public mutual fun
Public mutual fund AUM reached another high, with money market funds now accounting for just shy of 60%. This is likely to be the peak, which raises two key issues for fund managers: subsequent AUM flows and necessary business model adjustments. In this report, Z-Ben Advisors looks at how managers are seeing demand across active […]
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China Mutual Fund Series: Quarterly Assessment – 4Q17

  • Mutual Fund Companies, mutual fund sector, Mutual Funds
Long-awaited market liberalization reforms were announced in the fourth quarter, effectively redefining the terms of engagement within the mutual fund industry in the process. At the same time, a series of important regulatory changes occurred with implications for fund managers seeking to position for yet another round of rapid industry growth. In this report, Z-Ben […]
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China Mutual Fund Series (4Q16)

Full versions of this report are for clients only, if you would like more information please contact us: Tel: (+86 21) 6075 – 8163 Email: [email protected] For a sample from the full publication please login to access the download: [cmdm id=4927]  
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China Mutual Fund Series: Quarterly Assessment – 3Q16

The third quarter of 2016 was one that embodied diversity for the USD3.8tr Chinese mutual fund industry, touching on everything from product type to individual manager backgrounds. Z-Ben Advisors is observing more corporate actions and the entry of new FMCs of diverse parentage, both of which are remolding the competitive landscape. This quarterly mutual fund […]
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