Identifying opportunities with the Asia Region Fund Passport

Anthony Serhan, managing director of research strategy, Asia Pacific, has joined the Ignites Asia Exchange: Identifying opportunities with the ARFP as one of the speaker on 29th July.

Nelly Poon 04.08.2016
Facebook Twitter LinkedIn

Anthony Serhan, managing director of research strategy, Asia Pacific, has joined the Ignites Asia Exchange: Identifying opportunities with the ARFP as one of the speaker on 29th July.

During the webcast, he talked about—

1)    Size of Global Fund Industry and asset flow trends;

Net Flows and Assets by Geographic Region of Domicile, USD billion

160804 ARFP 01(en)

  • Cross-border funds are the second largest by size after the US. Globally, we see funds licensed for cross-border sales growing at a faster rate

 

2)    The lack of penetration for funds in Asia compared to the rest of the world;

160804 ARFP 02(en)

  • Asia’s low level of fund penetration today is not representative of the region’s fast growing middle class and the increasing need for retirement savings.

 

3)    Some observations on how UCIT fee levels have not necessarily delivered the efficiencies you would hope for from cross-border schemes;

4)    Different ways fund investors are taxed in various markets as an illustration of some of the complications.

 

 

Facebook Twitter LinkedIn

About Author

Nelly Poon  Nelly Poon is an editor with Morningstar.

© Copyright 2024 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy          Disclosures