Tag Archives: asset international

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

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

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

Global metatrends in the asset management industry – vlog

I just flew into Zurich from the Middle East from and for speaking engagements at industry conferences and management board offsites. The most meaningful observations for the industry going forward are meta-trends that will fundamentally change how companies take advantage … Continue reading

Posted in asia, Uncategorized | Tagged , , , , , , , , , , , , , | Leave a comment

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

Posted in asia, black swans, China, consulting, Latin America, management, Middle East, money, SWFs, Uncategorized | Tagged , , , , , , , , , , , , , , | Leave a comment

India, Future of Fund Distribution?

Is India the market to shape the future of mutual fund distribution? With most attention these days given to UCITS in Europe, the RDR in the UK and financial re-regulation in the US, India’s Security and Exchange Board a month … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , | Leave a comment

Brand New World: Reverse Innovation & Darwin

Watch the vlog for “Reverse Innovation & Darwin”: For decades, GE has sold modified Western products to emerging markets. Now, to preempt the emerging giants, it’s trying the reverse. Thus starts an article entitled “How GE Is Disrupting Itseld” in … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

back to the future… INVEST IN TWITTER NOW, MANAGERS TOLD

Already talked about this in 2009 – didn’t even remember it… (October 2, 2009) Asset managers are being urged to build up their social media presence sooner rather than later. Experts believe investors will favour those firms that can demonstrate … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

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

Posted in distribution, EFAMA, information delivery | Tagged , , , , , , , , , , , | Leave a comment

MANAGER WEBSITES ‘POOR’ SAYS CESR

Asset managers have come in for criticism over the quality of information they provide on their company websites. Eddy Wymeersch, chairman of the Committee of European Securities Regulators (CESR), says many of the websites currently on offer from asset managers … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , | Leave a comment