China Alert – Fund hauls: 2020 in perspective

  • Active equity, Bond funds, E Fund, Fullgoal, Fundraising, GF, Invesco Great Wall, WFOE, Zhong Ou
Fund hauls: 2020 in perspective Year-end totals surpassed 2015 and 2019 fundraising peaks. Demand for active equity drove most of the year’s new fundraising. While the market upturn carries into 2021, some managers will strain to retain competitiveness. Please note that full versions of our China Alerts are for clients only, if you would like […]
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China Mutual Fund Series: Quarterly Assessment – 3Q20

  • AUM, Distribution, FMCs, Fundraising, MMFs, Mutual Funds, Products, regulations
The action-packed year continues. Fund managers have scrambled to meet investor demand, pressing product manufacturing logistics into high gear. Flows have been massive. Key to locking in higher profitability will be sustaining AUM over the coming quarters. This edition of our China Mutual Fund Quarterly examines how changing factors are influencing manager and distributor competition. […]
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China Alert – Mega-fund hero redemption arcs

  • Active equity, AUM, Franklin Templeton Sealand, Fundraising, JP Morgan, Redemption
Mega-fund hero redemption arcs 3Q20 brought the inevitable redemption from this year’s active equity launches. The cycle shows no signs of stopping with big-name launches in the fourth quarter. Fortunately, global managers in search of a different way have a few role models onshore. Please note that full versions of our China Alerts are for […]
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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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China Alert – The teams that led 2020 fundraising

  • Active equity, AEGON-Industrial, BMO, China Universal, ChinaAMC, DWS, Fullgoal, Fundraising, Harvest, onshore, Portfolio manager, PowerCorp, UBI Banca, Zhong Ou
The teams that led 2020 fundraising A reversal of fortunes has emerged among the leading active equity houses onshore. Slow reactivity to shifting demand is placing some legacies in retrograde. Central to this are tenured PMs who can lead the fundraising charge (or lack thereof). Please note that full versions of our China Alerts are […]
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China Mutual Fund Series: Quarterly Assessment – 2Q20

  • AUM, Bond funds, FMCs, Fundraising, MMFs, Mutual Funds, Orient, regulations
It has already been one of the most dynamic years for asset growth in recent memory. The year is shifting the competitive balance, as it is already clear that some managers are faring far better than others. Front of mind is how firms will endeavor to tap into highly concentrated demand while also positioning for […]
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China Dashboard – July 2020

  • Annuity, Asset allocationz, AUM, FMCs, Fundraising, Mutual Funds, onshore, pension, QDII, Trusts, WFOE
This Dashboard will examine key developments onshore from the month of June, including: Tapered monetary easing signaled ChiNext reforms implemented Wealth management pilot announced Derivative trading revised for insurers Universal banking under discussion Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. […]
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China Alert – Manager market share carnage incoming

  • Active equity, Alipay, AUM, Bosera, CCB Principal, Fixed Income, Fundraising, Harvest, Hua An, ICBC Credit Suisse, Market share, MMFs, Southern, Tianhong
Manager market share carnage incoming Asymmetrical flows are set to fundamentally reshape the industry. Uncertainty surrounds the impact on differing money market product classes. For 3Q20, it will be a singular focus on active equity fundraising. Please note that full versions of our China Alerts are for clients only, if you would like more information […]
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China Alert – The perfect turnaround story

  • AUM, First State Cinda, Fundraising, JVs, MMFs
The perfect turnaround story Here, we show how success begins and ends with the right leadership and their authority to take action. The success of new management’s decisions is fully captured with firm-wide AUM doubling in just six months. Foreign groups targeting China should take away key lessons from this joint venture’s troubled past. Please […]
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China Mutual Fund Series: Quarterly Assessment – 1Q20

  • Active equity, AUM, Fixed Income, FMCs, Fundraising, Mutual Funds, QDII, regulations
An uncertain quarter for the market saw investors certain about committing more capital, and many fund managers were ready to capitalize. Fund launches across multiple asset classes attracted large subscriptions. This came at the same time as managers incorporated digital investor outreach in new ways and market opening forged ahead. This edition of our China […]
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