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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
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
Slide n° 3
Total AuM of cross-border UCITS managed by the survey participants at end 2008: breakdown by region of distribution
EUR Millions
Slide n° 4
Net Sales of UCITS managed by the survey participants: breakdown by region of distribution
EUR Millions
Slide n° 5
Net sales of cross-border UCITS
EUR Millions
Slide n° 6
The worsening of the financial and economic crisis explains why UCITS were severely hit
(*) Hong Kong, South Korea, Singapore, Taiwan
Slide n° 7
FPP Standard
Distribution channels considered as Important/Very Important
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
Slide n° 9
Ranking of regions by strength of promoting efforts
Slide n° 10
When do survey participants expect a recovery in net sales of cross-border UCITS?
Slide n° 11
Best Practices for FPP lifecycle
Strategies to cope with the financial crisis
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