Category Archives: SWFs

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delivery, the size of the global asset management industry ($30 trillion in total AUM) stands in stark contrast to the outdated ways to deliver information – both in terms of speed (compliance issues) and content … Continue reading

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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

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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

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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

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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

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The issue of brand in asset management – perspectives from distributors and institutions

As part of “The Seven Secrets of Distribution”, our team surveyed, spoke and met with over 1,000 professional fund buyers around the world. The book was published last month, but of course we are continuing our discussions on a daily … Continue reading

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Global asset management – will the U.S. & Europe be left behind?

Wherever you look these days, the metatrend “West-to-East” manifests itself. A few observations from my discussions in Europe and the Middle East this week: Despite the wide-spread criticism of its domestic focus, China is doing its share to stimulate the … 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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Middle East Asset Management Opportunities

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

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CEO Masterclass Brazil 2008: PRODUCT DEVELOPMENT UNDER THE MICROSCOPE

Creating Value Added For The Retail Investor: Understanding The Repercussions Of Lowering Interest Rates, The Migration From Fixed Income Into Equity, And The Stability Of Capital Markets For Product Innovation And Asset Allocation Moderated by: Daniel Enskat, Head of Global … Continue reading

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