China Alert – Building the pension front end

  • Ant, Distribution, Fidelity, IFAs, Investor education, pension, Tax-deferred pension, Tiantian
The expanding China universe Pension investor onboarding is already underway. Sales and education will largely be the purview of managers and online platforms. Bridging investor information gaps will be key once the program goes live. Please note that full versions of our China Alert are for clients only, if you would like more information about […]
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Strategic Outlook: Digital – February 2021

  • Alipay, Bangnitou, Distribution, Douyin, FMCs, Tiantian
Digital Distribution or marketing? The increasing integration of digital solutions and partnerships with internet firms mean onshore changes are happening at breakneck speed. As such, it can be difficult to prioritize different elements in the distribution chain. A laser-focus on shelf space can miss nuances in the mainland market. This Strategic Outlook takes a glance […]
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China Alert – The crowded portfolio advisory sandbox

  • 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 […]
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China Alert – Passported funds bank on familiarity

  • AUM, Distribution, HSBC, MRF, offshore, Tianhong, Tiantian, Value Partners
Passported funds bank on familiarity Inflows into mutual recognition products remained concentrated in 2H19. However, faster approvals and new distribution strategies introduce new competitive dimensions. Domestic market swings are likely to create pockets of demand for offshore exposure. Please note that full versions of our China Alerts are for clients only, if you would like […]
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