Case Studies
Our case studies illustrate how we help asset managers and asset servicers to master global fund distribution
Private equity manager's first steps in new emerging investment funds markets
Private equity funds managerPrivate equity fund manager expressed interest for new markets, emerging in the investment funds sphere, inter alia Thailand, Malaysia, Philippines, South Africa, … Managers needed quick answers ...
Ongoing monitoring of distributors, KYD due diligence
UCITS management companies & AIFMsA Luxembourgish Asset Manager decided to put in place an comprehensive ongoing monitoring on their distributors across 15+ markets, requesting FundGlobam’s assistance.
AMF requirements on green, sustainable, SRI and ESG products disclosure
EU UCITS fundsEU UCITS marketing funds labeled green, sustainable, SRI or ESG in France, and wishing to communicate on non-financial criteria have to comply with recent French AMF’s 2020-03 guidelines. A ga ...
Brexit / Temporary Permission Regime (TPR)
Continental EU UCITS/AIF asset managersA French Asset Manager marketing its fund range in the UK is concerned about how fund passport will be considered in the context of Brexit: May my funds continue to be distributed post Brexit ? Any tr ...
New market opportunity
French asset managerCanadian investors from different provinces of Canada expressed interest in the European fund range of a Tier 1 French asset manager. The asset manager needed a quick response on two questions: Is it ...
Local distribution support services
Leading European service providerEuropean service provider asked FundGlobam to support its initiative to enhance local distribution support services. This included a request for detailed knowledge and insight on local requirements in ...