China Alert – Building the pension front end

  • Ant, Distribution, Fidelity, IFAs, Investor education, pension, Tax-deferred pension, Tiantian
The expanding China universe Pension investor onboarding is already underway. Sales and education will largely be the purview of managers and online platforms. Bridging investor information gaps will be key once the program goes live. Please note that full versions of our China Alert are for clients only, if you would like more information about […]
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China Alert – Time out, Vanguard

  • Ant, BlackRock, JVs, Licenses, Mutual Funds, onshore, Vanguard, WFOE
Time out, Vanguard The manager has changed course regarding the onshore market. With its Asia HQ moving to Shanghai, China is far from off the table. This case-specific decision should not be the basis for others to rewrite their plans. Please note that full versions of our China Alert are for clients only, if you […]
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China Alert – The crowded portfolio advisory sandbox

  • Ant, ChinaAMC, Fees, Mackenzie, Portfolio Advisory, Southern, Tiantian, Vanguard
The crowded portfolio advisory sandbox There are no clear winners yet. Fees and portfolio methodologies vary widely as platforms go after different client types. Key to uptake will be convincing retail investors of the value-add. Please note that full versions of our China Alerts are for clients only, if you would like more information about […]
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Strategic Outlook: Fintech

  • 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 […]
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China Alert – Upending bank distribution

  • Ant, China Merchants, Distribution, Fundraising, Marketing, Online Platform
Upending bank distribution Ant is breaking the bank to push new funds exclusively on its platforms. While banks are up in arms, true change in distribution still needs time. The cost for managers willing to take such flow volume: actual counterparty due diligence. Please note that full versions of our China Alerts are for clients […]
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