UCITS as a Global Brand · 2012. 12. 4. · Brussels, April 2009 UCITS as a Global Brand An...
Transcript of UCITS as a Global Brand · 2012. 12. 4. · Brussels, April 2009 UCITS as a Global Brand An...
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Slide n° 1
UCITS as a Global BrandAn industry survey
Brussels, April 2009
UCITS as a Global BrandAn industry survey
Brussels, April 2009
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Slide n° 2
22 Participants in the Survey
Alliance Bernstein Generali Investments
Allianz Global Investors Europe GmbH Invesco CE Services
AVIVA Investors JP Morgan Asset Management
Baring Asset Management KBC Asset Management
BlackRock Legg Mason
BNP Paribas Investment Partners M&G Group
Capital International MFS Investment Management
Dexia Asset Management Nordea Fonder AB
Eurizon Capital Robeco
Fidelity international Schroders
Franklin Templeton SKAGEN Funds
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Slide n° 3
Total AuM of cross-border UCITS managed by the survey participants at end 2008: breakdown by region of distribution
EUR Millions
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Slide n° 4
Net Sales of UCITS managed by the survey participants: breakdown by region of distribution
EUR Millions
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Slide n° 5
Net sales of cross-border UCITS
EUR Millions
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Slide n° 6
The worsening of the financial and economic crisis explains why UCITS were severely hit
(*) Hong Kong, South Korea, Singapore, Taiwan
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Slide n° 7
FPP Standard
Distribution channels considered as Important/Very Important
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Slide n° 8
Distribution channels ranked by average score
• Global banks and local financial advisors/brokers play a primary role to access the markets
•Fund supermarkets and proprietary channels are also important in Europe and to a lesser extent in Asia
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Slide n° 9
Ranking of regions by strength of promoting efforts
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Slide n° 10
When do survey participants expect a recovery in net sales of cross-border UCITS?
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Slide n° 11
Best Practices for FPP lifecycle
Strategies to cope with the financial crisis
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Slide n° 12
For more information, please contact the EFAMA secretariat at [email protected] or 00-32-2-513 3969
For more information, please contact the EFAMA secretariat at [email protected] or 00-32-2-513 3969