Category Archives: consulting

World Wealth Report 2011 – HNW Investment Trends: Metatrends, Asset Allocation and Bridges

Posted on June 22, 2011 by danielenskat

Merrill Lynch and Capgemini this week published their annual World Wealth Report, a useful benchmark of HNW trends for over 20 years. It includes lots of nuggets and data touched on by us in our research – among the highlights … Continue reading →

Posted in asia, black swans, Brand, consulting, distribution, information delivery, institutions, LatAm, Latin America, management, Middle East, money, professional fund buyers | Tagged 2011 outlook, asia, asset international, asset management, building bridges, business, capgemini, consulting, daniel enskat, head of global consulting, high net worth, hnw, hong kong, latin america, marketing, merrill lynch, strategic insight, world wealth report 2011 | Leave a comment

Spotlight on Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows

Posted on June 11, 2011 by danielenskat

This week I published a new study on crossborder fund opportunities in Chilean pension funds, with one of our LatAm analysts, Marlon Valle. A few highlights from the study, “Spotlight on Chile“: – Cross-border pension fund opportunities in Chile: 70% … Continue reading →

Posted in asia, Brand, Brazil, Chile, China, consulting, distribution, institutions, LatAm, Latin America, pension funds, professional fund buyers | Tagged asia, asset international, asset management, assets, aum, Brazil, Chile, daniel enskat, distribution, head of global consulting, hong kong, latin america, mutual funds, Pension Funds, strategic insight, ucits | Leave a comment

David & Goliath in Asset Management … Star vs. Team Approach

Posted on June 10, 2011 by danielenskat

Last week Strategic Insight published David and Goliath in the Global Asset Management Industry, an in-depth look at the fastest growing boutique investment firms around the world, and common success factors from Asia to Europe and the US. We found … Continue reading →

Posted in asia, Brand, consulting, distribution, information delivery, institutions, management, money, movement, pension funds | Tagged asia, asset international, asset management, assets, blog, books, building bridges, daniel enskat, david, flows, goliath, head of global consulting, mutual funds, net cash, research, seven secrets, strategic insight, studies, wordpress | Leave a comment

Quo vadis, UCITS? 25 Years of UCITS – Oped with Jean-Baptiste de Franssu, EFAMA president

Posted on June 2, 2011 by danielenskat

This week I published an oped piece with Jean-Baptiste de Franssu, President of EFAMA, on UCITS – with a review of the last 25 years, status quo, and future opportunities and challenges for the increasingly global brand of UCITS. Full … Continue reading →

Posted in asia, black swans, Brand, China, consulting, distribution, information delivery, institutions, management, Middle East, money, movement, pension funds, politics, professional fund buyers, SWFs | Tagged asia, asset international, asset management, assets, brand, consulting, efama, enskat, flows, franssu, global, latam, latin america, marketing, mutual funds, research, strategic insight, ucits | Leave a comment

Building Bridges: Asia and Global Asset Management – Views from Top Institutions and Distributors

Posted on June 2, 2011 by danielenskat

This week Strategic Insight is publishing a new book on Asia, our third in a series on books on the region. I spent the last few years talking with over one thousand large institutional investors and distributors around the world … Continue reading →

Posted in asia, black swans, Brand, consulting, distribution, information delivery, institutions, management, money, pension funds, politics, SWFs | Tagged 2011, asia, asset international, asset management, assets, book, building bridges, business, daniel enskat, distributors, flows, global consulting, institutions, marketing, mutual funds, outlook, projections, strategic insight, strategy | Leave a comment

Pimco iPad app – proactive information delivery

Posted on May 27, 2011 by danielenskat

As I wrote recently in my post on “content, speed & style of the message”, I guess once Pimco saw that parent Allianz delivered the annual report in a stylish iPad app, the firm had to follow suit and show … Continue reading →

Posted in Brand, consulting, distribution, information delivery, institutions, management, money, pension funds, professional fund buyers | Tagged apps, asset management, assets, aum, bill gross, communication, consulting, daniel enskat, digital, information delivery, investment management, iPad, marketing, mutual funds, research, strategic insight, strategy, vanguard | Leave a comment

Video Series: Strategic Insight Global Research Update – David and Goliath in Global Asset Mgmt

Posted on May 25, 2011 by danielenskat

Daniel Enskat, Head of Global Consulting for Strategic Insight, speaks with Miao Hu, NY-based Senior Research Analyst, about the firm’s latest research piece: “David and Goliath in Global Asset Management – Case Studies of Investment Boutiques vs. Global Fund Houses … Continue reading →

Posted in asia, black swans, Brand, consulting, distribution, information delivery, money, professional fund buyers, SWFs | Tagged analyst, asset international, asset management, daniel enskat, david and goliath, head of global consulting, miao hu, mutual funds, ny, research, si, strategic insight | Leave a comment

Content, speed AND style of the message: The Secrets of Success for Franklin Templeton and Pimco/Allianz

Posted on April 14, 2011 by danielenskat

When it comes to information delivery, the size of the global asset management industry ($30 trillion in total AUM) stands in stark contrast to the outdated ways to deliver information – both in terms of speed (compliance issues) and content … Continue reading →

Posted in asia, black swans, Brand, consulting, distribution, institutions, management, money, professional fund buyers, SWFs | Tagged 2010, 2011, allianz, annual report, app, asset management, assets, book, brand, daniel enskat, digital, distribution, franklin, global, information delivery, iPad, marketing, mutual funds, net flows, pimco, secrets, strategic insight, templeton | 1 Comment

Middle East Asset Management Opportunities

Posted on October 19, 2009 by danielenskat

With $2 trillion in investable assets, a young population and low household penetration of mutual funds, what are the key criteria for a more sustainable Middle East asset management business post-crisis? Today I gave a keynote speech at the Fund … Continue reading →

Posted in asia, black swans, China, consulting, Latin America, management, Middle East, money, SWFs, Uncategorized | Tagged abu dhabi, arab, asset international, bahrain, daniel enskat, fund forum, head of global consulting, keynote speech, management, Middle East, research, strategic insight, swf, SWFs, trillion | Leave a comment

Bismarck, G20, and Asia

Posted on September 27, 2009 by danielenskat

As chairman of the Latin America Fund Forum 2009 in Sao Paulo last week, I had the pleasure of discussing the future of the region and emerging markets at large with a group of illustrious experts, among them the former … Continue reading →

Posted in asia, Brand, Brazil, Chile, China, consulting, Uncategorized | Tagged asia, bismarck, Brazil, bric, daniel enskat, g20, head of global consulting, latin america, sao paulo, strategic insight | Leave a comment