Fees Archives - Z-Ben Advisors

China Alert – Pension reserves Status quo

Asset allocation, AUM, Fees, NCSSF, pension, Profitability

Pension reserves Status quo Investment returns lifted NSSF assets over USD470bn (RMB3tr) in 2021. Yield compression onshore may prompt greater global exposure. While this may spell mandate opportunities, institutional relationships remain ingrained. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please […]

Active equity, AUM, Banks, Bonds, CIBM, cross border, Distribution, Fees, Fixed Income, FMCs, Foreign Ownership, Hedge Fund, Institutions, Markets, pension, Property, QDII, Regulators, segregated account, Trusts, WFOEs

This Dashboard will examine key developments onshore from the month of February, including: Pension agenda Fixed income propels AUM growth New bank wealth company Foreign holdings outlook Balancing macro goals Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please note that […]

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 […]

Fees, Products, Roboadvisory

Ant-Vanguard, a review The service’s front end is basic in its initial functionality. It mirrors offerings already available to investors. There is little evidence of proprietary support from Ant Financial. 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: […]

China Alert – Pension reserves Status quo

China Dashboard – March 2022

China Alert – The crowded portfolio advisory sandbox

China Alert – Ant-Vanguard, a review