Category Archives: cash flows

Focus on Volatility – ROVO, Smart Beta and “Seeyond”

In my recent research I have focused on risk management. More precisely, in the post-crisis “risk on risk off” approaches seen in the industry, there is an additional component that I would call “ROVO” – Return Optimization around VOlatility. Volatility … Continue reading

Posted in black swans, Brand, cash flows, consulting, distribution, Enskat Associates, information delivery, institutions, pension funds, professional fund buyers | Tagged , , , , , , , , , , , , , , , , , | 2 Comments

Asia, private banking, and brand

Things are in limbo in Asia. Retail banking post-mini bonds and with FATCA have all but come to a standstill for fund distribution. Wealth is booming, but not for traditional mutual funds. Institutions are looking to alternatives to satisfy the … Continue reading

Posted in asia, Brand, cash flows, China, consulting, distribution, EFAMA, Enskat, information delivery, iPad | 2 Comments

Private banking: The Julius Baer/Merrill deal… Asia vs LatAm

After missing out on Sarasin to Brazil’s Safra group (more details: Emerging Market M&A), Julius Baer snatched up Merrill’s private banking business. Buying Merrill’s ex-US wealth management business will increase assets under management for key emerging regions including Asia, LatAm … Continue reading

Posted in asia, Brand, Brazil, cash flows, consulting, Enskat, LatAm, Latin America, management, private banking, professional fund buyers | Tagged , , , , , , , , , | 2 Comments

Global asset management regulation and investor protection – what the industry needs to do

Multi-Convergence in Global Asset Management – Regulation in the Spotlight For the last few years, the global asset management industry has seen increasingly blurry lines of demarcation in key business areas previously treated as silos. – On the product side, … Continue reading

Posted in asia, Brand, cash flows, distribution, EFAMA, Enskat, India, management, private banking, professional fund buyers, regulation | Tagged , , , , , , , , , , , , , , , , , , , , , , | 3 Comments

The Importance of Brand in Asset Management – Discussion with BNY Mellon Investment Management Asia CEO Alan Harden at Fund Forum Asia 2012

FUND FORUM ASIA INTERVIEW 2012 – BRAND VERSUS BOUTIQUE Is There Space For Niche Players In A Brand-Conscious Market?  During the main conference of the Fund Forum Asia 2012 in Hong Kong, I had the pleasure of discussing brand in … Continue reading

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Whitepaper on Asia Fund Distribution with Nomura Research Institute (NRI)

For many years I have had the great pleasure of working closely with Nomura Research Institute’s head of research, Sadayuki Horie.  Taking turns between Tokyo and New York, Horie’s insights into the Japan asset management industry have helped us shape our … Continue reading

Posted in asia, black swans, Brand, Brazil, cash flows, China, consulting, Enskat, Latin America, management, money, movement | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Emerging Market M&A activities: Brazil – BTG Pactual’s IPO heavily oversubscribed

As I wrote in recent blogs on Brazil’s M&A activity, the country shows no signs of cooling down: – “Latin America in Asset Management – Quantifying the Opportunities for Brazil and the region” – “Brazil takes the lead: Net cash … Continue reading

Posted in asia, Brand, Brazil, cash flows, Chile, consulting, Enskat, LatAm, Latin America, management, wealth management | Tagged , , , , , , , , , , , , , , , , , , | 1 Comment

New Strategic Insight Study: State of the Global Asset Management Industry – 2011 Review, 2012 Outlook

New Strategic Insight Study: STATE OF THE GLOBAL FUND INDUSTRY – 2011 REVIEW, 2012 OUTLOOK   New York – March 7, 2012 – The second volume of Strategic Insight’s State of the Industry report provides a global review of 2011 … Continue reading

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2011 Global Asset Management Cash Flow Review & Outlook for 2012 – The 1%

FOR IMMEDIATE RELEASE Daniel Enskat, Head of Global Consulting, Senior Managing Director +1 212 217 6859, daniel@sionline.com    2011 GLOBAL MUTUAL FUND FLOWS DECREASE BY 80% TO $200 BILLION BUT THE 1% OF TOP PRODUCTS COLLECT $1 TRILLION IN NEW … Continue reading

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Emerging markets flex their muscles: Sao Paulo’s Safra brings Samba to Switzerland’s Sarasin:

For a few years now we have commented in our research on a metatrend “West-to-East”, developed market managers in the US or Europe leaving their domestic grass to look for greener postures in high-growth emerging markets, either organically or via … Continue reading

Posted in apps, asia, beauty, Brand, Brazil, cash flows, China, consulting, distribution, Enskat, information delivery, institutions, LatAm, Latin America, management, private banking, SWFs, switzerland, UCITS, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment