China Dashboard – August 2020

  • AUM, BWMPs, CIBM, Commercial pensions, FMCs, IPOs, Mutual Funds, outbound, pension, QDII, regulations, Stock Connect, WFOE
This Dashboard will examine key developments onshore from the month of July, including: Fund company management regulations revised Asset Management Guidance deadline extended Guidance on insurance equity asset allocation Proposed bond market cross-trading Fund custody amendment completed Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the […]
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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 – Early access proves valuable for pensions

  • AMP, insurance, pension, Ping An, Premiums, Tax-deferred pension
Early access proves valuable for pensions The small club of China’s pension companies were all profitable in 2019. Scale is the common denominator in their success, even as individual companies charted alternative routes. Foreign participation is currently limited in this segment, but should not be ruled out as a competitive option. Please note that full […]
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China Alert – Rockin’ around the pension tree

  • CSRC, Mutual Fund Companies, pension
Rockin’ around the pension tree A recent speech shows the fund industry is still lobbying for third-pillar action. New pension mutual fund approvals are the latest sign that CSRC is firmly behind managers. However, managers could be doing more to build up their own pension capacity. Please note that full versions of our China Alerts […]
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China Alert – Legacy pension program outperforms

  • pension
Legacy pension program outperforms     Look at Pillar I and you’ll find two different growth stories. The opportunity set will crystalize for managers in the coming years. As reforms putter along, potential energy is gathering for defined contribution flows. Please note that full versions of our China Alerts are for clients only, if you […]
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China Alert – Preparing for the second year of commercial pensions

  • commercial pension, pension
Preparing for the second year of commercial pensions • The tax-deferred pension scheme saw inflows of USD10.2m (RMB70m) by the end of 2018. • We are a little over a month away from expansion and expected structural enhancements to the program. • Fund managers are making significant headway to prepare for their grand entrance. Please […]
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The Competition

The Competition

  • competition, Fund Manager, Mutual Fund Companies, pension, Pension Sector, Private Fund Managers
This weekly publication scrutinizes global managers’ China business, informing peers about competitive moves both onshore and in cross-border operations to inspire strategic decision-making. With so much changing with respect to access, The Competition provides food for thought for any manager – with our without a China business. Offered to select clients, this publication is presented […]
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(China Alert) Pension managers: The lucky 21

  • pension
– External managers have been selected to manage provincial pension assets – Seven JVs were selected across multiple platforms Update: The first batch of managers for provincial public pension fund (PPF) assets has been released by the state pension trustee, NCSSF, on schedule. The initial, approximately USD58bn (RMB400bn), grant to 21 firms is part of broad ongoing […]
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Strategic Outlook: Chinese pension reform: Defining the benefits

  • pension
Defining the benefits Z-Ben Advisors believes any manager that views anytime other than now as the ideal point to enter the Chinese pension market is in for a rude awakening. The conveyor belt of pension reform on the Mainland is bringing addressable assets to global managers at an unprecedented pace. This report maps the likely […]
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(China Alert) China pension: Reforms now a priority

  • pension
·2016 will see major change to China’s pension system ·Growth will be driven by the introduction of real tax incentives ·Pension flows will result in fund AUM hitting USD10tr Update: China’s investment management industry has exceeded USD3.2tr in assets of which less than 6% comes from pension assets. Based on our conservative estimates, upcoming pension […]
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