Category Archives: institutions

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

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 , , , , , , , , , , , , , , , , , | Leave a comment

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

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 , , , , , , , , , , , , , , , , , , | Leave a comment

Pimco iPad app – proactive information delivery

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 , , , , , , , , , , , , , , , , , | Leave a comment

New era of information delivery… The case of Strauss-Kahn

Yes, the NYPD’s SVU is handling it and it looks like this will be a lot more trouble for Strauss-Kahn and the IMF than all the other stories he had to deal with in the past. Sitting in HK reading … Continue reading

Posted in information delivery, institutions | Leave a comment

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

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delivery, the size of the global asset management industry ($30 trillion in total AUM) stands in stark contrast to the outdated ways to deliver information – both in terms of speed (compliance issues) and content … Continue reading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 , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Hong Kong throws the gauntlet at London and New York.

We have observed the metatrend “west-to-east” for a while – US and European firms targeting business growth across Asia and other emerging markets, both from an investment and distribution standpoint. We also have observed that, post-crisis, the latter markets are … Continue reading

Posted in asia, black swans, Brand, China, distribution, institutions, management, Middle East, money, pension funds, politics, professional fund buyers, SWFs | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

State of the Union

President Obama on Tuesday in his State of the Union address will touch on five “pillars” to ensure the competitiveness and growth of the US: innovation, education, infrastructure, deficit reduction, reforming government. Preparing for meetings in the Philippines, Thailand, Brunei … Continue reading

Posted in asia, Brand, China, distribution, institutions, management, money, pension funds, politics, professional fund buyers, SWFs | Tagged , , , , , , , , , , , , , , | Leave a comment

How to succeed in a world of growing complexities: “P.S.”, people and stories

Today: listening to “A Felicidade” at a Starbucks on Taipei‘s Minsheng East Rd (Taiwan’s Wall Street) after meeting local government institutions; on a Japanese wireless network. Yesterday: meeting with the Chinese government in Beijing and afterwards looking for a quick … Continue reading

Posted in asia, black swans, Brand, China, distribution, institutions, management, money, pension funds, professional fund buyers, SWFs | Tagged | Leave a comment

News release and article on “global fund review 2010 and outlook 2011”

Article on our global review in Ignites Asia today. News released just went out: FOR IMMEDIATE RELEASE Daniel Enskat, Head of Global Consulting, Senior Managing Director HK +852 2251 8248, NY +1-212-217-6859, daniel@sionline.com $900 billion in 2010 stock and bond … Continue reading

Posted in asia, Brand, China, distribution, institutions, management, Middle East, money, movement, pension funds, professional fund buyers | Tagged , , , , , , , , , , , , , | Leave a comment

2010 Global Asset Management Review & 2011 Outlook

Happy New Year. Below are a few of the key trends from last year and our outlook for 2011 and beyond. Strategic Insight clients of course can access the full report online. • Strategic Insight’s 25th Anniversary: looking back at … Continue reading

Posted in asia, black swans, Brand, distribution, institutions, management, money, pension funds, professional fund buyers, SWFs | Tagged , , , , , , , , , , , | Leave a comment