Tag Archives: research

All Eyes on Asia & Latin America for Fund Managers and Private Banks

Tonight I will publish a new report, “Emerging Market Bridges: All Eyes on Asia & Latin America for Fund Managers & Private Banks”, co-written with Jamie Maak, our London-based director of client services. A few highlights below: • Asia & … Continue reading

Posted in apps, asia, beauty, Brand, Brazil, cash flows, Chile, China, consulting, distribution, EFAMA, information delivery, institutions, LatAm, Latin America, management, money, movement, pension funds, private banking, professional fund buyers, UCITS, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in asia, Brand, consulting, distribution, information delivery, institutions, management, money, movement, pension funds | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

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

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

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

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

GLG DUMPS MONDAY MORNING MEETINGS FOR MOBILE TECH

GLG Partners has begun adopting mobile technology in an effort to improve communications among its managers – a move it believes will help drive the firm’s investment performance. The UK-based manager, which acquired Societe Generale’s UK asset management business (SGAM) … 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