Tag Archives: mutual funds

Monaco Fund Forum International 2011 – Tuesday, Thought Leadership Interview – “The View From Asia”

Tuesday is the opening of the main conference. After the emerging market and distribution summits on Monday, the morning session on Tuesday typically brings together a selection of CEOs and other leaders. I have the pleasure of doing this year’s … Continue reading

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Monaco Fund Forum International 2011 – Monday, distribution summit

The Monaco Fund Forum is the largest European asset management gathering and always a place to catch up with clients, prospects and friends. This year we are represented with a team of eleven in Monaco, including our chairman. I opened … Continue reading

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Spotlight on Switzerland: Funds, Flows, Wealth Management, and West-to-East

I just published a new study with one of my HK-based Senior Research Analysts, Bryan Liu, on the Swiss Asset and Wealth Management industry. Below is the press release… for additional details, click here EQUITY FUNDS IN SWITZERLAND ATTRACT 57% … Continue reading

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Spotlight on Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows

This week I published a new study on crossborder fund opportunities in Chilean pension funds, with one of our LatAm analysts, Marlon Valle. A few highlights from the study, “Spotlight on Chile“: – Cross-border pension fund opportunities in Chile: 70% … Continue reading

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David & Goliath in Asset Management … Star vs. Team Approach

Last week Strategic Insight published David and Goliath in the Global Asset Management Industry, an in-depth look at the fastest growing boutique investment firms around the world, and common success factors from Asia to Europe and the US. We found … Continue reading

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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

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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

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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

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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

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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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