Case Studies

Our case studies illustrate how we help asset managers and asset servicers to master global fund distribution

12 Total Case Studies
Newest

6 results found

On "distribution-support"

Case study 12

Ongoing monitoring of distributors, KYD due diligence

UCITS management companies & AIFMs
Business need

A Luxembourgish Asset Manager decided to put in place an comprehensive ongoing monitoring on their distributors across 15+ markets, requesting FundGlobam’s assistance.

FundGlobam's role
Results
Case study 10

Brexit / Temporary Permission Regime (TPR)

Continental EU UCITS/AIF asset managers
Business need

A 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 ...

FundGlobam's role
Results
Case study 8

Local distribution support services

Leading European service provider
Business need

European 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 ...

FundGlobam's role
Results
Case study 7

Product development

Leading global asset servicer
Business need

Global asset servicer decided to enrich its service offering for asset managers with a comprehensive distribution support solution covering over 40 markets in Europe, Asia, the Middle East and South A ...

FundGlobam's role
Results
Case study 6

Cost Optimisation

UK asset manager
Business need

UK asset manager distributing a Luxembourg product range in 10+ markets needed a review of the ongoing costs relating to the regulatory requirements in several markets.

FundGlobam's role
Results
Case study 4

Practical knowledge and monitoring of duties

Tier 2 European asset manager
Business need

Client distributing in Europe and Asia was concerned about the risk of failing to comply with local regulatory requirements.

FundGlobam's role
Results

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