Strategic Outlook: Eight defining trends for 2020

  • eight-trends
China in 2020 Eight trends to watch A new decade is nearly upon us. Global managers will need to bring quicker reflexes than ever in 2020 as the dam on foreign ownership finally breaks and long-awaited policy initiatives translate into addressable demand. In this edition of our annual Eight Trends for the upcoming year, we […]
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Strategic Outlook: Fee trends in China

  • onshore
Fee trends in China “Compete on capability rather than fees” has been a somewhat unofficial mantra followed by mutual fund managers in China. Both policy and investor dynamics interacted to leave the onshore market’s reputation as a high-fee bastion intact. Here, we question just how long that center can hold, looking at: • Fee drivers, […]
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Strategic Outlook: Pensions

Striking a new balance It’s that time of year again when pensions are again at the front of our minds. The outlook for China’s first and second pillars is sober, and the commercial pension supplement remains a work in progress. Still, change – and opportunity – is on the horizon. This Strategic Outlook offers our […]
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Strategic Outlook: The Mutual fund license

  • license, mutual fund
The Mutual fund license  Even with 2020 as a clear landing point, practical guidance on obtaining a wholly-owned mainland mutual fund license remains thin. Few definitive answers have been given to questions ranging from what you need, to how long it takes. Such questions would be much simpler to gauge if all managers were starting […]
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Strategic Outlook: Investor profiles

  • investors, mutual fund, retail
Investor profiles Know your Chinese retail client We sit on the eve of global fund managers’ unrestricted involvement in the Chinese mutual fund space. If success is to be found, a complete understanding of retail demand will be indispensable.. In this Strategic Outlook, we profile the typical onshore investor to examine what drives that demand. […]
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Strategic Outlook: Active vs. passive

Active vs. passive Bringing the debate to China Active versus passive continues to be a polarizing subject globally. The very same debate is now emerging in China. In this Strategic Outlook, we give our perspective on China’s readiness for a passive revolution and where the opportunity lies for global managers. Please note that full versions […]
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Strategic Outlook: WFOE

  • foreign fund managers, Onshore business, WFOE
Goals and gambits Playing the WFOE right There are now more than 60 foreign managers with wholly-owned platforms onshore. But there remains a great deal of trepidation, internal conflict and uncertainty about how to proceed and grow. Competitive and regulatory ground is shifting – faster than most realize. These considerations need to be built into […]
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Strategic Outlook: China: Inbound flows

  • Distribution, Mutual Funds
Inbound flows The coming years Investment flows into China have picked up considerably in the last 18 months. Those months will surely be viewed as the trickle that preceded the stream as most work done has merely been preparatory. With this Strategic Outlook we devise a model to project inflows, year by year, to supplement […]
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Strategic Outlook: China: 2019 China Rankings

  • Distribution, Mutual Funds
2019 China Rankings  Coming into focus The fourth edition of our China Rankings clearly demonstrates a change of pace as China strategies are refined at the firm level. Following from those Rankings, this Strategic Outlook delves deeper into the results to discuss the drivers of the three business lines: onshore, outbound and inbound. More importantly, […]
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Strategic Outlook: China: Distribution

  • Distribution, Mutual Funds
The shifting ground Getting funds to investors is a less-than-straightforward affair – a fact that global managers will have to work through as they bring in their goods. Mastering the craft of distribution in China is a feat few have accomplished. This Strategic Outlook examines what the current distribution framework entails for mutual fund managers. […]
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