Tag Archives: ucits

Strategic Insight Video Research Update – Switzerland: Funds, Flows, Wealth Management & West-to-East

A few weeks ago I published a research piece with my HK-based senior research analyst, Bryan Liu, called Spotlight on Switzerland. Below is a video update with HK-based analyst Lise Carpenter, discussing the piece further. The full report can be … Continue reading

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Monaco Fund Forum International 2011 – A Review

The Monaco Fund Forum International is always of major importance for the industry – in its 21st year, it is the world’s largest asset management event, and Julian Kirby, Jenny Adams, Ed Jones and team again outdid themselves. It also … Continue reading

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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 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

Posted in asia, Brand, Brazil, Chile, China, consulting, distribution, institutions, LatAm, Latin America, pension funds, professional fund buyers | 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

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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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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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Asia fund passport vs. cross-border Luxembourg funds – the potential future of fund distribution in Asia

Will global mutual fund flows in the next five years primarily benefit cross-border Luxembourg and/or Dublin fund domiciles or will the asset management industry see the emergence of an Asian passport and reduced interest in offshore products? Traveling from Asia, … Continue reading

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