Case Studies

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

12 Total Case Studies
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8 results found

On "sales"

Case study 1

Market strategy

Swiss boutique asset manager
Business need

Swiss boutique asset manager intended to place its highly specialised Cayman domiciled fund managed by a European AIFM with its existing European professional clientele under private placement regimes ...

FundGlobam's role
Results
Case study 3

Market selection

French emerging asset manager
Business need

A top Tier 2 European asset manager was already distributing in several European and two Asian markets. However, he was concerned about the risk of failing to comply with local regulatory requirements ...

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
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 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 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

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