Tag Archives: mutual funds

Fund Forum Asia Interview with Alan Harden, Hong Kong 2012: The Importance of Brand in Asset Mgmt

After the speeches in Milan (Salone del Risparmio, Bocconi University) and Stockholm (Nordic Fund Selection Forum) next week, I am finally back in Hong Kong, to meet with clients and to conduct the “Fund Forum Asia Interview – Brand vs. … Continue reading

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Opening speech on Global Trends in Fund Selection – 5th Nordic Fund Selection Forum, Stockholm 2012

After Wednesday’s speech and panel at Milan’s Bocconi University for the “Salone del Risparmio”,  it is off to Stockholm for the 5th Nordic Fund Selection Forum 2012 on April 19th, for the opening speech on global trends in fund selection … Continue reading

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Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities

One of the central themes in my latest book, State of the Asset Management Industry – Latin America, is around greater and more direct links between fast-growth emerging economies and regions, especially Asia and Latin America. More specifically Brazil as a leader … Continue reading

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Case study: The end of one Deutsche Guggenheim deal, the beginning of another

It all started in 1997… that’s when Deutsche Bank and the Solomon R. Guggenheim Foundation opened “Deutsche Guggenheim” in Berlin, to feature modern and contemporary art. Solomon Robert, of course, one of Meyer Guggenheim’s ten children, founded the foundation in 1937 … Continue reading

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2011 Global Asset Management Cash Flow Review & Outlook for 2012 – The 1%

FOR IMMEDIATE RELEASE Daniel Enskat, Head of Global Consulting, Senior Managing Director +1 212 217 6859, daniel@sionline.com    2011 GLOBAL MUTUAL FUND FLOWS DECREASE BY 80% TO $200 BILLION BUT THE 1% OF TOP PRODUCTS COLLECT $1 TRILLION IN NEW … Continue reading

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Go Hard or Go Home: $150 billion in 2011 fund industry cash flows vs. $725 billion to top 0.5% of products

The global asset management industry collected $150 billion in long-term net cash flows last year – down from about $1 trillion in both 2010 and 2009. Yet, despite the aggregate compression of long-term cash contributions, the top 0.5% of blockbuster … Continue reading

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Emerging Market Bridges Asia-LatAm: CCB is targeting Brazil

One of the central themes in my latest book, State of the Asset Management Industry – Latin America, is around greater and more direct links between fast-growth emerging economies and regions, especially Asia and Latin America. This morning the Financial … Continue reading

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New 110-page Strategic Insight book: State of the Industry – Latin America

This week, I am publishing a new study on the Latin America Asset Management Industry. As always, I worked closely with my now Hong Kong based senior research analysts Lise Carpenter and Bryan Liu. In addition, research analyst Marlon Valle … Continue reading

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The Week in Global Asset Management: Rogue traders, global cash flows, Mack the Knife, Chilean disapprovals, and more

Another tumultuous week for global financial markets and the asset management industry. The US still leads the world in many ways, but some things are scary to watch. The week hit a low point with the second Republican debate – … Continue reading

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Chile “disapproves” Dublin products in its pension funds… opportunity for Luxembourg, threat for UCITS?

Chile’s Comision Clasificadora de Riesgo (CCR) this month “disapproved” Dublin-based UCITS products from being invested into by Chilean pension funds due to credit rating downgrades and sovereign debt concerns – according to regulators and industry experts, Moody’s decision to downgrade … Continue reading

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