Category Archives: distribution

First Half 2010 Global Mutual Fund Flow Review & Outlook

1H/2010: $500 billion in net flows to Mutual Funds worldwide; Templeton surpasses Blackrock and Carmignac Asia Investor: Franklin Templeton, Nomura Asset Management conquer first half Citywire: Templeton leapfrogs rivals to take top spot for fund flows FTfm: Battle for Asset … Continue reading

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Hurt locker vs Avatar

Avatar, the most successful movie ever made, and the Hurt Locker, it’s David competitor, which took the Oscar. How does that relate to asset management? Blackrock vs. Carmignace, Pimco vs. Ivy, and many many more examples. We are seeing increasingly … Continue reading

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Leadership turnover: Apple, Google, MS and the fund industry

We have discussed the accelerating leadership turnover in the global asset management industry quite a bit of late, along with concentration of assets and flows to fewer products. In fact, the 50 bestsellers in the fund industry in the last … Continue reading

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Japan case study: innovation in asset management, cloud computing and smart grids

Japan is a parallel universe. Whenever I travel to Tokyo (or when clients from Tokyo visit us in New York), I am amazed to how completely different Japan is – always extremes, never middle of the road. Anyone that has … Continue reading

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Can I touch it?

Everyone had and has an opinion when it comes to the iPad and there have been other highly anticipated IT breakthroughs, of course, I just can’t remember any right now. The real reason why Apple this week reported record quarterly … Continue reading

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Distribution research: SWFs & Transparency

As mentioned in some of my recent posts, I spent the last few months talking to over 100 leading global institutions and professional fund buyers to determine how the financial crisis impacted their organizations, asset allocation approaches and outlook. The … Continue reading

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Reinventing brand in the age of metatrends… a case study.

Porsche, which went from consultant to carmakers to the most profitable automaker in the world, is in the middle of an extreme brand makeover – not an easy call for a company that only a few years ago received the … Continue reading

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Inflection point for the asset management industr

INFLECTION POINT FOR THE ASSET MANAGEMENT INDUSTRY: $4 TRILLION IN FIVE-YEAR FLOWS, A ‘GOLDEN AGE’ FOR ASIA AND RE-DISTRIBUTION OF ASSETS IN EUROPE AND THE US NEW YORK, NY – February 24, 2010 – Largely untarnished by the global credit … Continue reading

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Growing global distribution – more than just performance…

I am wrapping up some 75 in-depth discussions with regulators, distributors, institutional investors and asset managers globally on the changes in the global asset management distribution landscape in the last two years – the results will be published in a … Continue reading

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MUTUAL FUND FEE DISCUSSION: EUROPE & US

The European fund industry needs stronger, more independent fund boards, some analysts say. … To that end, Luxembourg fund association Alfi recently published a new code of conduct for the governance of Luxembourg-domiciled funds. The code includes a recommendation that … Continue reading

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