Building
Bridges

Views from the leading regional institutions and distributors on how to build a successful Asia Pacific asset management business

Capturing
The Promise

Funds in Asia, and Asia in Funds Worldwide

The study combines over one thousand discussions with fund and wealth management executives since 2008 with an in-depth proprietary survey of over 300 key institutions and intermediaries across Asia Pacific between October 2010 and March 2011.

Key themes include:

• Leadership turnover and concentration of flows into blockbusters and new funds
• Evolving product needs and preferences in the region
• Case studies detailing successful strategies, competitors, and new business opportunities
• Distribution best practices, with select lists and details by channel
• Effective and innovative marketing and information delivery approaches
• The experiences and perspectives of industry leaders across the region, based on hundreds of personal interviews and discussions, combined with facts-based analysis and thought leadership

The perspective of the largest asset owners in Asia the region offers a unique and invaluable guide for building a successful business in the region during the next decade.

The study explores key forces driving the industry, focusing on a regional and country-level analysis of the fund business in Asia combined with a global perspective on the growth of Asia strategies and allocations around the world.   

The analysis includes:

• Why Asia accounts for only 12% of global flows, and what it means for fund managers
• How expanding investments from Europe and US into Asia and emerging markets are changing asset and wealth management in the region and internationally
• Regulatory and distribution changes and their impact on fund sales in Hong Kong, Korea, Taiwan, India, and other markets
• Evolving advisory models and fee structures as the industry addresses commissions, disclosure, asset-based fee solutions, and wrap programs
• The future of the Asia fund passport
• Australian opportunities for international firms as the industry undergoes huge changes with regulation and competition
• Key developments in China, Japan, and Pan-Asia, supported by analysis using Simfund databases and insights from industry leaders

Capturing the Promise is an essential tool for understanding the obstacles and opportunities in the Asia fund industry and how these affect asset managers around the globe.

For questions or to purchase these research pieces, please email a local sales representative: