Strategic Outlook: What investors want

  • What investors want
Anecdotally speaking It’s the question that all foreign managers are asking yet is very difficult to pinpoint. Z-Ben Advisors regularly focuses on manager strategy in order to understand the most effective way to build an asset management business onshore. But it is just half of the story. This month we have taken a different approach […]
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Strategic Outlook – China Fintech

  • fintech, p2p
Not playing catch up Ants, big data and P2P are just some of the terms that come up when reading about Chinese fintech. Amid all this buzz it can be difficult to distinguish what is in fact working. Technology is playing an ever larger role in China’s financial sector – a sector known for its […]
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NEW REPORT: Redefining the China option

  • China option, New report
Targeting Chinese investors Operating on the ground in China is now an imperative and a growing number of global managers have already set up operations onshore. There is now the need to be closer to the end client to remain in competition for institutional mandates. There are also new regulations in place that have removed […]
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Strategic Outlook – China Ownership

  • China ownership
Take control now Not having an onshore presence has been a barrier to growing a China business. Without boots on the ground, selling funds in one of the world’s largest and fastest-growing investment management markets remains – at best – difficult. Regulatory barriers are now falling and full ownership of a mainland business will soon […]
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Strategic Outlook – China Distribution

  • Distribution
You can’t build a house without bricks and mortar Z-Ben Advisors believes too much airtime has been given to online and mobile platforms, suggesting it is the panacea for all distribution woes in China. One dangerous thought crossing some global managers minds is: should I forego traditional brick-and-mortar distributors (banks, IFAs, brokerage asset managers and […]
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STRATEGIC OUTLOOK: RMB Fixed Income – Open for business

  • Fixed Income, rmb
China’s fixed income markets have recently garnered a lot of global attention, the vast majority of coverage casting a negative shadow over this untapped market. Many foreign investors may be considering sitting on the sidelines until concerns subside. Z-Ben Advisors has a broader perspective. The long-term prospects of China’s fixed income markets remain immensely attractive: […]
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Strategic Outlook – The China Rankings (April 2016)

Z-Ben Advisors is often asked a simple but important question: Who is doing China right? In our view, only a methodical assessment of strategies and results can answer this. Our 2016 China Rankings report gave readers insight into the positioning of global firms. This Strategic Outlook delves deeper into our findings, and assesses the strategies […]
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Strategic Outlook: China myths – A local perspective

  • myths
Firms marketing China products face a common hurdle in crafting new strategies: negative – sometimes wildly negative – investor  sentiment. Shaping this distrust are a number of long-running myths about the Chinese market. Currently on rotation are RMB devaluation and capital flight, but the other usual suspects – debt, GDP and property – take turns […]
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Strategic Outlook: China Distribution – Beyond Banks

  • Distribution
Nearly every China strategy will hinge on a firm’s ability to distribute in an increasingly competitive space. With offline platforms a relatively known component, unknowns center around the online/mobile arena, as does this piece. In this publication, we cover several key considerations, including:  Each investor segment requires a distinct distribution strategy: The landscape is shifting […]
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Strategic Outlook: Outbound Investment

  • outbound investment, volatility
A perfect storm Domestic institutions, HNW, mass affluent and retail investors are currently at the initial stages of what appears to be the largest shift in investment habits since mutual funds took center stage in 2007: they are all looking outbound. Z-Ben Advisors acknowledges that all of these investor groups will vary in the way […]
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