China Alert – Case study – runway for growth

  • Distribution
Case study – runway for growth The profitability of one domestic manager makes a case for upward mobility in the industry. Human capital played a significant role in its early success. Heavy spending will be required for global firms to replicate such growth. Please note that full versions of our China Alerts are for clients […]
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China Alert – Onshore distribution: Seeing stars

  • Distribution, Regulatory
Onshore distribution: Seeing stars  Conventional onshore marketing principles are still visibly at work. Portfolio managers remain the focal point for recent sales efforts, but with subtle changes to how they are portrayed. Liberal usage of track records is likely to continue in the absence of stricter industry rules. Please note that full versions of our […]
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China Alert – The distribution sweet spot

  • Distribution
The distribution sweet spot Recent fundraising has attracted billions for active equity products. Managers have taken steps to capitalize on primary distribution channels and growing demand for such products. The real test for such managers will be the ability to retain assets. Please note that full versions of our China Alerts are for clients only, […]
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China Alert – Fund flows: not only institutions

  • Distribution, fund flows, institutional investor
Fund flows: not only institutions Institutions edged closer to 50% of mutual fund AUM in 1H19. A small number of managers dominated retail flows. Distribution choices continue to define competitiveness. Please note that full versions of our China Alerts are for clients only, if you would like more information about a subscription please contact us: […]
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China Alert – Quantity and quality clash on distribution

  • Distribution, distributors, IFAs, mutual fund sector
Quantity and quality clash on distribution      Mutual fund subscriptions increased 13% in 2018, but there’s more to the story. While the bank channel grows, rising IFAs are cementing their role with new tactics. For investors to truly benefit, distributors will need to begin shifting priorities to quality flows. Please note that full versions […]
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China Alert – Distributors finding form in MRF

  • Distribution, Fixed Income, fund flows, MRF
Distributors finding form in MRF  Funds in the program have now enjoyed four consecutive months of inflows. Reactivity has increased, suggesting important developments for demand. Equity funds, however, still have a lot of ground to make up on their fixed income counterparts. Please note that full versions of our China Alerts are for clients only, […]
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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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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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