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- Sixth Street partners with Northwestern for $13B in ABS
- Capital Group and KKR enter into strategic partnership for alternatives, private credit, and beyond
- Aflac gets into private credit with 40% stake in Tree Line Capital
- Brookfield acquires majority stake in asset-based private credit firm Castlelake – another david and goliath partnership.
- BNY partners with CIFC on private credit
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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 asset international, chemouny, consulting, enskat associates, flexible, France, global asset management, insight, institutional, institutional investor, natixis, ngam, retail, Seeyond, smart beta, strategic, structured product, volatility
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 asia, associates, banking, daniel enskat, julius baer, latam, Merrill, Private, safra, sarasin
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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 accumulators, asset international, asset management, associates, basel, brand, business, CEO, CEPS, consulting, daniel enskat, de franssu, distribution, emerging markets, fund forum, hong kong, mifid, monaco, mutual funds, prips, rdr, regulation, ucits
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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
Posted in apps, asia, Brand, cash flows, Enskat, information delivery, Latin America, professional fund buyers
Tagged 2011 outlook, 2012, aberdeen, alan harden, asia, asset international, asset management, associates, bny mellon, brand, building bridges, business, ceo asia pacific, China, consulting, daniel enskat, distribution, emerging markets, FF Asia, head of global consulting, strategic insight
1 Comment
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 2012, asset international, asset management, assets, associates, brand, Brazil, building bridges, business, Chile, China, consulting, daniel enskat, distribution, distribution in asia, FFAsia, head of global consulting, hong kong, japan, mutual funds, nomura, nri, pineda, strategic insight, white paper
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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 abu dhabi, agnelli, andre esteves, asset management, associates, brand, Brazil, building bridges, business, cic, consulting, daniel enskat, emerging markets, goldman sachs, jc flowers, mutual funds, private equity, sic, sig
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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
Posted in asia, beauty, black swans, Brand, Brazil, cash flows, Chile, consulting, distribution, EFAMA, Enskat, information delivery, institutions
Tagged 1%, 1% vs 99%, 2011 outlook, 2012 outlook, aberdeen, alternatives, asia, asset international, asset management, assets, blackrock, blockbusters, brand, building bridges, business, Chile, consulting, daniel enskat, distribution, enskat associates, flagships, Franklin Templeton, global bond, head of global consulting, hendrik du toit, hong kong, Investec, investment solutions, japan, larry fink, marketing, markets, mobius, pimco, snapshot, strategic insight, uk, us, vijay advani, warren buffett, winner takes all
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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
Posted in beauty, black swans, Brand, Brazil, cash flows, China, consulting, distribution
Tagged 1%, 2011, 2011 outlook, 2012 outlook, asset international, asset management, assets, cash flows, consulting, daniel enskat, distribution, finance, global funds, head of global consulting, leading managers, mutual funds, strategic insight, top managers, top products, ucits
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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 acquisitions, asia, asset international, asset management, brand, Brazil, building bridges, business, Chile, China, consulting, daniel enskat, distribution, e2D, E2W, east-to-west, emerging markets, emerging-to-developed, europe, head of global consulting, hong kong, julius baer, safra, sarasin, strategic insight, W2E, westtoeast
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