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State of the Global Asset Management Industry

Strategic Insight’s mid-year State of the Global Asset Management Industry Report is a review of the global fund industry post-crisis and year-to-date in 2011, along with an outlook around the key themes and best practices worldwide for professional fund buyers and asset managers. It is divided into broad chapters, including:

Global Mutual Fund Industry Facts, Figures, and Trends
Leaders in the Industry
Views from Institutional Investors and Distributors
Best-Seller Lists with Quantitative and Qualitative Details
Case Studies of Leading Firms
Future Product Needs and Success Factors
Multi-Convergence of the Asset Management Industry

$ 3000

1. Leadership in Times of Crisis	4
Enriching Relationships	4
Visionaries of the Industry – US	6
Leadership Forum – Asia / Innovation Awards, Europe / CEO Event	7

2. Global Mutual Funds: Facts, Figures, and Trends	9
Assets under Management: Global & Regional	9
Historical and 2011 New Cash Flows: Global & Regional	13
Asia – 5-Year and 1H/2011 Fund Flow Review	15
Europe – 5-Year and 1H/2011 Fund Flow Review	19
US – 5-Year and 1H/2011 Fund Flow Review	22
Top Investment Categories Globally by Region	24

3. Leaders in the Industry	26
Top Managers by Category	26
Blockbuster Products vs. Blacklisted	27
David and Goliath in Asset Management	30
Top Managers and Leadership Turnover	32

4. Asset Holder Views	33
Key Best Practices for Professional Fund Buyers	33
Success Factors Institutional vs. Wholesale, by Channel	36
The Importance of Brand	38
Global Distribution Opportunity Matrix (Building Bridges)	39

5. Best-Seller Lists – Quant/Qual Views	42
Concentration Risk for Blockbuster Funds	42
Best-Selling Categories & Managers: Cross-Border, Asia, Europe, and US	44
New Product Trends: Cross-Border, Asia, Europe, and US	54

6. Case and Industry Studies	61
Schroders	61
Investec	63
Future Product Needs by Channel	65
Marketing 2.0 – Content, Speed, and Style	69
Multi-Convergence in the Industry	71

7. Industry Metatrends and Key Themes	74

Table of Presentations

1 – Global Asset Management Industry by Region	9
2 – Net Flows Pre-, During and Post-Crisis	13
3 – Global Mutual Fund 1H/2011 Total Net Flows	14
4 – Asia 5-Year Flows – 1H/2011 by Market, Asset Class	15
5 – Asia YTD – 1H/2011 Net Flows by Market, Asset Class	15
6 – Europe + Cross-Border 5-Year Flows – 1H/2011 by Market, Asset Class	19
Historical and 2011 New Cash Flows: Global & Regional	19
7 – Europe + Cross-Border YTD – 1H/2011 by Market, Asset Class	23
8 – US 5-Year and YTD – 1H/2011 by Market, Asset Class	24
US – 5-Year and 1H/2011 Fund Flow Review	26
9 – Top-Selling Categories by Region, 12 Months – 1H/2011	27
10 – Top Manager Flows – Blockbuster Products Dominate	27
11 – Leadership Concentration Around Global Blockbuster Products	26
12 – Top-selling Funds Since the Crisis: LT Cross-Border Flows 3 Years – 1/2011	27
13 – David and Goliath Firms	30
14 – Top-Selling Long-Term Cross-Border Managers 1H/2011	32
15 – Local, Global, “Glocal” – Differences and Similarities Across Channels	36
16 – The Importance and Perception of Brand for Professional Fund Buyers	38
17 – Building Bridges Around the World	39
18 – Global Blockbuster Concentration	42
19 – Cross-Border Best-Selling Categories & Managers	44
20 – Japan Best-Selling Categories & Managers	45
21 – Local Asia ex-Japan Best-Selling Categories & Managers	46
22 – US Best-Selling Categories & Managers	47
23 – Top-Selling Long-Term Cross-Border Funds	48
24 – Top-Selling Long-Term Funds Japan	49
25 – Top-Selling Long-Term Funds Asia Ex-Japan	51
26 – Top-Selling Long-Term Funds Local Europe	52
27 – Top-Selling Long-Term Funds US	53
28 – Top-Selling New Funds Cross-Border	54
29 – Top-Selling New Funds Japan	55
30 – Top-Selling New Funds Local Asia Ex-Japan	57
31 – Top-Selling New Funds Local Europe	59
32 – Top-selling New Funds US	60
33 – Case Study: Schroders	61
34 – Case Study: Investec	63
35 – Future Product Needs & Considerations	65
36 – Product Success: Process & Positioning vs. Innovation	67
37 – Marketing 2.0: Content, Speed and Style	69
38 – Multi-Convergence is Changing the Industry	71
39 – Summary	74

Contact Information

Stamford, CT Office

Asset International
1055 Washington Blvd.
Stamford, CT 06901
203-595-3200

New York Office

Asset International & Case Interactive Media, Inc.
805 Third Avenue
21st Floor
New York, NY 10022
212-944-4455

London Office

AI Financial Information UK, Ltd
Upper Ground Floor South
200 Aldersgate Street
London EC1A 4HD
+44 (0)20 7397 3800

Hong Kong Office

Asset International Hong Kong, LTD
Level 19, Two International Finance Centre
Central Hong Kong
+852 2251 8249

Melbourne Office

Asset International Australia Pty Ltd
217 Blackburn Rd.
Mount Waverly VIC 3149
Australia
+61 3 9886 4400

Boston Office

Asset International
255 State Street
Boston, MA 02109
617-670-4700

Canada Office

AI Financial Information Canada, Inc.
355 King Street West, 5th floor
Toronto, ON M5V 1J6
416-341-0114

For general information, send us email at info@assetinternational.com
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