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

8 results found

On "sales"

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 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 5

Marketing material compliance for multiple jurisdictions

Tier 3 Luxembourg asset manager
Business need

Tier 3 Luxembourg asset manager already distributing its funds in several EU and non-EU markets was concerned about the risk of failing to comply with non-harmonised local marketing material rules.

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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