China Mutual Fund Series: Quarterly Assessment – 3Q21

  • Active equity, AUM, Bond funds, Distribution, ETFs, Fixed Income, Flows, FMCs, FOFs, Fundraising, JVs, Market share, Mutual Funds, pension, Products, Regulation, Regulatory
Fixed-income products continued their streak from 2Q21, helping industry AUM to another high. This is not a new phenomenon, but this time, the drivers are different. These are undoubtedly difficult times for active equity lines, but some managers have persevered in collecting net inflows amid the morass. At the same time, competition among distributors is […]
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China Dashboard – October 2021

  • Commercial pensions, ETFs, FOFs, Market entry, Mutual Funds, onshore, pension, Pension reform, regulations, Wealth Management Connect, WFOE
This Dashboard will examine key developments onshore from the month of September, including: FMC application activity revives Revised asset management accounting framework Provincial authorities engage on retirement age adjustment Beijing Stock Exchange unveiled Wealth Management Connect rules in place Aside from these key takeaways, we will also provide a quick analytical update on all sectors […]
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China Dashboard – September 2021

  • Active equity, AUM, Brokers, BWMPs, ETFs, FII program, FOFs, Institutions, Insurers, MRF, pension, QDII, Regulators, WFOE
This Dashboard will examine key developments onshore from the month of August, including: Credit market reforms Fidelity receives mutual fund license Expansionary policy signaled Fundraising begins for BlackRock products CSRC half-year conference Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please […]
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China Dashboard – March 2021

  • AUM, Brokerage, BWMPs, Fundraising, JVs, Mutual Funds, outbound, pension, WFOE
This Dashboard will examine key developments onshore from the month of February, including: MoHRSS pension commentary Interest builds around further outbound upgrades Foreign holdings top USD1tr Producer inflation outpaces consumption Global groups target multiple market entry points Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the […]
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China Alert – NPC – Pensions in focus

  • NSSF, pension, PPF
NPC: Pensions in focus The impact that 2020 had on China’s pension system is becoming clearer. The current response will likely pave the way for broader reform. Short-term challenges don’t dampen our long-term optimism of the pension opportunity for global managers. Please note that full versions of our China Alert are for clients only, if […]
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China Dashboard – February 2021

  • AUM, BWMPs, FMCs, Greater China, JVs, MRF, Mutual Funds, pension, QDII, Retail investors, WFOE
This Dashboard will examine key developments onshore from the month of January, including: CSRC takes more direct role in private funds PPF completes first round of SOE asset transfers Foreign groups gain access to pensions and insurance New fundraising lifts industry AUM to all-time highs First QDII quota issuance of 2021 Aside from these key […]
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China Alert – Another pension reform checkpoint

  • pension, PPF, Reform, SOEs
Another pension reform checkpoint The first round of equity transfers to the Public Pension Fund is complete. We expect it to act as a stop-gap to Pillar One funding constraints. Divestment, along with more impactful reforms, will be needed. Please note that full versions of our China Alerts are for clients only, if you would […]
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Strategic Outlook: Pensions – November 2020

  • EA, FOFs, NSSF, OA, pension, PPF
Pensions Construction in progress For a number of years now, we’ve made a point of revisiting the topic of pensions in China at the close of the year. Important to the macro landscape, yes, but it is also the largest latent opportunity for investment management onshore. This version of our Strategic Outlook reviews the mechanical […]
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Strategic Outlook: China market sizing

  • Addressable assets, Institutions, market sizing, pension, Retail investors
Following the flows With an addressable market at RMB36tr in 2019, China is increasingly being mentioned among the key growth initiatives of global asset managers. As such, developing a clear understanding of the opportunity that this market presents is an ongoing challenge. This Strategic Outlook looks at onshore market structure through the lens of what […]
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China Dashboard – October 2020

  • AUM, ETFs, Inbound, Institutions, IPOs, JVs, MMFs, NSSF, onshore, outbound, pension, QDII, WFOE
This Dashboard will examine key developments onshore from the month of September, including: Foreign institutional investor rules finalized Bond market reforms facilitate foreign investment China sovereign funds New QDII quota Insurance asset management product rules Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial […]
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