Case Studies

Our case studies illustrate how FundGlobam is helping asset managers and asset servicers to master global fund distribution

12 Total Case Studies
Newest
Case study 13

Private equity manager's first steps in new emerging investment funds markets

Private equity funds manager
Business need

Private 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 ...

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
Case study 11

AMF requirements on green, sustainable, SRI and ESG products disclosure

EU UCITS funds
Business need

EU 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 ...

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 9

New market opportunity

French asset manager
Business need

Canadian 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 ...

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

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