Case Studies

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

12 Total Case Studies
older

6 results found

On "distribution-support"

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
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 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 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 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 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

We use cookies on FundGlobam’s website to ensure you easily find the information you need. We’ll assume you accept these cookies by continuing visiting our website. Click here to visit our cookies policy.

I agree