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The Seven Secrets of Distribution

The Seven Secrets of Distribution. November 2010. Daniel Enskat Head of Global Consulting. Distributor Key Themes. Global Mutual Fund Flows by Region, Asset Class. In US$ Billion. 5-Year (2005-2009). 2005-2008. 2009-1H’2010. Bond Mixed Equity. Other.

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The Seven Secrets of Distribution

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  1. The Seven Secrets of Distribution November 2010 Daniel Enskat Head of Global Consulting

  2. Distributor Key Themes

  3. Global Mutual Fund Flows by Region, Asset Class In US$ Billion 5-Year (2005-2009) 2005-2008 2009-1H’2010 BondMixedEquity Other Source: Strategic Insight Simfund GL, MF

  4. Distribution Channels by Market Distribution Channels – Asia *Please note: insurance companies are not yet authorized to sell mutual funds in China, and currently there are no IFAs available to Chinese retail investors. Source: Strategic Insight estimates, Asian Industry Associations

  5. Distribution Channels by Market Distribution Channels – Europe

  6. Global Distribution Opportunity Matrix

  7. Top Selling Non-US Long-Term Funds Net Flows Historically, Ranked by YTD August 2010 (In US$ Billion) Source: Strategic Insight Simfund GL

  8. Fund Selection Units Post-Crisis MoreConcentration MoreComplexity Fund SelectionUnits More Power

  9. The Next Five Years Global AUM Market Share

  10. 60% 60% 1940 Act 40% 40% Local 20% 20% UCITS Local UCITS Cross-Border 0% 0% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Source: Strategic Insight Simfund GL, MF The Next Five Years Global AUM Market Share

  11. Challenges and Investment Dichotomies • Turn speculators into investors • Pensions • Cumbersome sales processes • Emerging Markets • Head office centricity • Brand, staff, language • The long-term view • Local market perception • US vs. global • Developed vs. Emerging • Local vs. Offshore • Investment Themes vs. Solutions • Active vs. Passive • Relative vs. Absolute Returns • Fee-based vs. Commission-based • Traditional vs. Alternative Industry Key Challenges Investment Dichotomies

  12. Strategic Insight www.StrategicInsightGlobal.com www.Sionline.com www.SimFundFiling.com Contact the Strategic Insight Global team: +1.212.217.6885 Global@sionline.com

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