Strategic Outlook Archives - Page 2 of 6

Strategic Outlook: China market sizing

Addressable assets, Institutions, market sizing, pension, Retail investors

Following the flows With an addressable market at RMB36tr in 2019, China is increasingly being mentioned among the key growth initiatives of global asset managers. As such, developing a clear understanding of the opportunity that this market presents is an ongoing challenge. This Strategic Outlook looks at onshore market structure through the lens of what […]

Ant, CMB, Distribution, fintech

One Ant at a time All eyes are on Ant – at least in the IPO world. The company has catapulted to the fore of the financial industry in China and helped define a fintech landscape. At the same time, its role in the distribution of funds and financial services is constantly changing. Keeping pace […]

Active equity, Active funds, AUM, CSI 300, onshore

Onshore investor needs The numbers speak for themselves: equity fundraising of USD148bn year to date. Active demand is an indispensable driver of mutual fund AUM growth. This comes at a cost to flexibility, though, and one that has to be accounted for as global managers are forming strategies to enter the market. This Strategic Outlook […]

AUM, Bank Wealth Management Subsidiaries, MRF, outbound, QDII, Stock, Wealth Management Connect

Misunderstood Managing money globally on behalf of Chinese clients continues to be the primary port of call for managers embarking on their onshore journeys. However, in the context of a relatively static outbound framework – contrasted with market opening of the onshore and inbound businesses – it is long past time to consider where this […]

China exposure, FMCs, Inbound, Institutions, Market Opening, onshore

Getting up to speed Recent evidence demonstrates that allocations to China are picking up pace. This isn’t just along equity and fixed income asset classes, there is also organic demand in broader inbound investment strategies. Considering the interest asset managers and servicing counterparties have in meeting ongoing investment needs, this Strategic Outlook applies a long […]

AUM, ESG, Flows, Indices, market sizing

New Pastures – ESG in China ESG and China have been two of the most popular topics among the global investment community recently. Their relevance isn’t fading, and as foreign investors continue to enter the opening market, considering the two subjects in tandem will be increasingly important. However, the development of ESG investing in China […]

FMCs, Inbound, onshore, outbound, Rankings

Take five – A comprehensive assessment The China Rankings only scratch the surface and always lead to questions of “why” and “how”. The answers are provided here in Z-Ben Advisors’ annual Competitive Assessment. Through an analytical deep dive, determinate factors and firm-level responses are laid out and explained. The combination of which, while measured against […]

Market Opening, private funds, Profitability, Roboadvisory

Crafting a competitive China business As the onshore fund business approaches its largest market-opening date yet, global managers looking to chart their own courses have some difficult decisions to make. Fortunately, there’s no need to go in blindly; domestic counterparts and joint ventures have gone through these experiences before. In this Strategic Outlook, we profile […]

competition, Market Opening

Cross-industry competition Marketing opening is, of course, widening access for global firms to domestic industries; it’s also creating links among those same domestic industries. For fund managers, that means more direct competition from across financial sectors. This Strategic Outlook explores and weighs the impacts of this broader market-opening process as it gives global groups more […]

Competitive Make-up, Mutual Fund Outlook, Projected Growth

China mutual funds in 2030 New decade, new projections. 2020 will mark the beginning of global managers’ wholly-owned journey in the onshore public fund market. With that will come the next wave of industry development, driven by some familiar and some new forces. Macro: The interaction between demographic changes and economic conditions Micro: The effect […]

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Strategic Outlook: China market sizing

Strategic Outlook: Fintech

Strategic Outlook: Active demand

Strategic Outlook: Outbound

Strategic Outlook: China exposure

Strategic Outlook: ESG in China

Strategic Outlook:2020 Competitive Assessment

Strategic Outlook: Role models

Strategic Outlook: Broadening investment markets

Strategic Outlook: The USD12tr opportunity