Report

Asian Distribution Dynamics 2020

Gaining the Competitive Edge

Grow Mindshare. Gain Assets.

  • Size the key six markets in Asia
  • Analyze product trends across different markets
  • Understand the varying needs and preferences of HNW investors across different Asian markets, as well as the potential of the discretionary portfolio management business
  • Learn about current retirement initiatives, regulatory developments and reforms, and the opportunities that these could bring to managers in the retail segment
  • Explore managers’ key marketing priorities, budgets, and plans with regard to traditional and digital advertising

$19,500

Discounts available for bulk purchase

Report US Managed Accounts 2020 Detail

Buy Now

Manni Huang

Manni Huang

Associate Director, Account Management, Asia

Summary

Asia’s mutual fund industry is embracing changes on multiple fronts to keep pace with current product trends, digital marketing and sales strategies, and opportunities in the high-net-worth (HNW) and retirement segments. Covering the six key markets of China, Hong Kong, India, Korea, Singapore, and Taiwan, this report focuses on major topics such as market sizing, product trends, distribution strategies, revenue projection, and fee analysis in the region.

Included with Purchase

Methodology

Methodology

Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

Executive summary

Executive Summary

Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.

Interactive report dashboard

Interactive Report Dashboard

Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.

Analyst support

Analyst Support

Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends.

Data

Data Behind the Report

Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.

Digital

Digital Access

Access your reports digitally anytime, anywhere, on any device through our client portal.

A Note from the Authors

How to Address High-Net-Worth (HNW) Investors Taking Center Stage?

Leena Dagade

Leena Dagade

Associate Director

Bio →

Leena Dagade

Leena Dagade

Associate Director

Based in Cerulli's Singapore office, Leena is responsible for retail research in the Asian asset management industry. She is the lead analyst for the Environmental, Social, and Governance (ESG) research practice in Asia and contributes to Asian institutional reports, Cerulli Edge publications, and consulting projects.  

Prior to joining Cerulli, she was a deputy editor for an online financial publishing firm, covering the asset and wealth management industry in Asia. Previously, she worked with a real-time financial news and market data firm and an asset management company. 

Full biography here.

The high-net-worth (HNW) segment remains a promising area for asset managers to target, on the back of a growing population of HNW investors in Asia. Private banks across Asia have seen sizable growth in their discretionary portfolio management (DPM) businesses as they place greater focus on gathering DPM inflows to reduce their dependence on transaction-driven income and build a more robust revenue model that will be relevant in all market cycles. Even though DPM assets do not currently take up a huge proportion of private banks’ assets, it looks to be one of their key growth areas.

Despite intensified competition faced from managers offering exotic investment strategies, some growth opportunities—like the demand for alternatives, interest in thematic investing, popularity of fixed maturity plans, and growth in private banks’ DPM businesses—present long-term potential for managers.

Learn more about the market dynamics at play and how to develop a strategic course of action in Asia with Cerulli’s latest report, Asian Distribution Dynamics 2020: Gaining the Competitive Edge.

Contact Us

Want More Information?

Learn more about this report and related Cerulli research.

Contact Us

You may also be interested in

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar
Consulting Page module Rocket 120820

Strategic Consulting & Custom Research

Cerulli Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

Learn More

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.