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we bring together a diverse team of professionals well versed in both the local dynamics and global needs of the financial services industry. Established in 2004. predictions and classleading data on Chinese fund management companies behavior are used to create both standardized research publications and tailored projects. independent analyses and objective opinions. through first product launch assessment and strategic planning analysis. ▪ Highly knowledgeable. © Copyright 2012 Z-BEN Advisors OUR FIRM | 2 . Our Team ▪ Industry pioneers: We are located in China and have been following the Chinese investment management industry since its inception. local perspective: Our team of research analysts have advanced degrees from top-tier universities in China as well as abroad. ▪ Expansive coverage & network: We cover the entire China and Greater China funds industry universe and our network of contacts spread across the globe. Our views. with an average of four years’ industry experience.Our Firm | Research | Reports | Advisory | Contact Mission & Philosophy We are a Shanghai-based boutique consulting firm whose core analytical interest is opportunities for foreign asset managers in the Chinese investment management industry. to peer benchmarking and regional office staff/structure consultancy. We are recognized throughout the industry for fast delivery of top-quality. insights and advice through the full lifecycle of their Mainland activity: from opportunity identification and commercial due diligence. We provide our clients—both active and prospective participants in the Chinese asset management industry—with data. ▪ Successful track-record: Over six years of successful strategic recommendations to industry participants on their China strategy.
strategic advisory services. and timely market intelligence. independent research. Research is at the core of our business and is what sets us apart from competing strategy and management consulting firms. Our organic knowledge of the Chinese asset management industry is credited to our dedicated team of researchers.Our Firm | Research | Reports | Advisory | Contact Our Business Z-Ben Advisors was founded on the premise of high-quality. Z-BEN ADVISORS Research Publications We provide a wide breadth of service offerings to support our clients’ objectives Advisory Services Market Assessment Competitive Positioning Business Development Execution Strategy Research Market Intelligence ZED-Alert Daily Market Updates Recurring Reports Analysis of Near-term Market Trends Recurring Reports Analysis of Market Trends China Alert Real-time Analysis Executive Series Dedicated Research on Special Topics Executive Series Dedicated Research on Special Topics Data Services Constantly Updated Market Data Services Research is the foundation of our business Monitoring Collection Verification Analysis Recommendation © Copyright 2012 Z-BEN Advisors OUR FIRM | 3 . This unmatched knowledge of the industry is leveraged to assist our clients through tactical research reports.
Intelligence is verified internally and with outside resources to ensure the accuracy and integrity of the source and content. Intelligence is analyzed by identifying trends through statistical analysis as well as leveraging our expertise of industry history and our understanding of critical industry drivers. fundraising and product launches. Intelligence is collected and aggregated with our existing databases. regulatory changes. Bridging our clients needs with our intelligence through strategic recommendations in our deliverable products (reports. new laws and regulations. including AUM & NAV figures. government agencies. research reports. license and quota issuances. © Copyright 2012 Z-BEN Advisors RESEARCH | 4 . interviews. management and fund manager changes.Our Firm | Research | Reports | Advisory | Contact Research Process A proven and standardized process has enabled our research team to generate insightful recommendations Monitoring Collection Verification Analysis Recommendation Analysts monitor daily activity of the industry through news sources. third-party and proprietary databases. advisory and intelligence). company disclosures. macro data.
Our Firm | Research | Reports | Reports Advisory | Contact Research Packages China Strategic Monitoring China Fund Management China Mutual Fund Series Fund Management Benchmarking Fund Management Profitability Soft Advisory Hours China Business Development We deliver increased value to our clients by offering tailored core research packages China Investment Management: Market Update China Alert Soft Advisory Hours Chinese Institutional Marketing Sizing Report Cross Border Report Soft Advisory Hours Annual Executive Series Annual sector specific reports can be subscribed a la carte Private Banking Trust sector Sovereign Wealth Funds Greater China Asset Management Private Equity 2013 Market Forecast Pension © Copyright 2012 Z-BEN Advisors REPORTS | 5 .
Banks. Hedge Fund. This package is composed of the following elements: ▪ The China Investment Management: Market Update. CIRC & NDRC.Our Firm | Research | Reports | Reports Advisory | Contact Research Packages China Strategic Monitoring Access to reliable information is critical to the success of any business initiative and even more so in China. highlighting important shifts in the market landscape such as the introduction of new regulations or strategic changes in the marketplace. Insurance. and shifts in the competitive landscape to outlining new business opportunities. actionable bulletins on key developments in the Chinese investment management industry. ▪ Accessing actionable market intelligence & identifying new strategic partnerships along with new business opportunities. detailing everything from in-depth analysis on all key trends taking place within the industry. Sovereign Wealth Funds. direct access to our specialists to answering questions or requests for data you may have. This package will assist you in: ▪ Understanding all major underlying strategic trends taking place within key Chinese investment platforms. including Fund Management. Brokerage & Cross-Border activities. Corporate subscribers will receive 10 copies of China Investment Management: Market Update (annually excluding January & July). Trusts. ▪ Tracking of all competitors’ activities in the marketplace. offers an up to-date monthly report covering the full scope of the investment management industry in China. Private Equity. ▪ China Alert. allowing for real-time benchmarking. © Copyright 2012 Z-BEN Advisors REPORTS | 6 . ▪ Monitoring regulatory changes within the key Chinese Regulators including CSRC. CBRC. Through detailed and objective analysis the China Strategic Monitoring Package addresses this concern through the provision of a comprehensive overview of the Chinese investment industry. ▪ Soft-Advisory Hours. Seven copies of each report will be sent to any international location of your choice.
people moves. Monitoring funds’ performance. current and anticipated demand dynamics & a critical assessment of the competitive landscape including fund managers. distribution network. ▪ The China Mutual Fund Series (Quarterly Trend Assessment). analyses the performance of all Chinese fund managers against a number of key performance factors such as trail fee payment. analyzes the top and bottom line results for the entire fund management industry. corporate changes and an extensive breakdown of fund-level performance. provides an in-depth evaluation of the mutual fund industry’s periodic results. funds flows. product innovation and more. demand analysis. research capability. This package is composed of the following: ▪ The China Mutual Fund Series (Monthly Update).Our Firm | Research | Reports | Reports Advisory | Contact Research Packages China Fund Management Understanding key trends. direct access to our specialists to answering questions or requests for data you may have. fund raising. This package will assist you in: ▪ ▪ ▪ ▪ ▪ Monitoring the Chinese Fund Management industry at large and key trends to develop timely strategies. Corporate subscribers will receive 4 copies of Quarterly Assessments of the Mutual Fund industry along with 12 copies of Monthly Updates. Seven copies of each report will be sent to any international location of your choice. ▪ The Fund Management Profitability Report (Annual). The report provides profitability numbers of all fund managers. with a multi-dimensional sizing of the market place. product pipeline. Keeping abreast of key strategic and tactical changes in the industry landscape. Benchmarking competitor performance. ▪ The Fund Management Benchmarking Report (Annual). distribution dynamics. examines the drivers of profitability (and year-to-year changes). as well as the annual Benchmarking and Profitability reports. delivers a monthly analytical update of fund flows. Z-Ben Advisors’ China Fund Management Package satisfies these needs and more. Analyzing underlying trends in cost structures and the Year on year evolution of Fund industry profitability. benchmarks overall profitability and sources of profitability against competitors as well as forecasts size and stability of profits when valuation assessments are made. ). funds IPOs. asset retention. ▪ Soft-Advisory Hours. © Copyright 2012 Z-BEN Advisors REPORTS | 7 . followed by analysis of the product universe. fund flows. competitors movements & the ability to benchmark yourself against the industry is crucial to succeeding in this market.
Track closely their quarterly activities (fund raising. Group Finance Companies. investment transactions).Our Firm | Research | Reports | Reports Advisory | Contact Research Packages China Business Development The China Business Development Package assists your institutional sales team in building an annual strategic business development plan. Fund Managers. Pensions. ▪ Develop an annual institutional targeted strategy and monitor quarterly business opportunities. QDLP & RQFII. Moreover. QDII bank products launch. Trusts. QFLP. Corporate subscribers will receive 4 copies of Cross-Border reports annually. Insurance Companies. Along with on-going monitoring of developments in cross border activities including QDII. ▪ Track your competitors’ development in mainland China. identify key institutional targets and monitor any potential opportunities taking place within cross-border transactions. Pensions). institutional RFPs alerts. Trusts. annual assessment and analysis of each platform in the Chinese institutional market including Group Finance Companies. Seven copies of each report will be sent to any international location of your choice. from the 300+ institutional players. ▪ Identify institutional mandates/fund raising opportunities: institutional investors overseas’ transactions. and more. Enterprise Annuities. This package is composed of 3 following elements: ▪ The Chinese Institutional Market Sizing Report. Insurers. The Institutional Market Sizing Report is issued once per year. we have identified key targets with the greatest propensity to invest overseas. etc). ▪ The Cross-Border Report provides a quarterly update on the Chinese institutional market & tracks the activities of Chinese sovereign institutions (CIC. direct access to our specialists to answering questions or requests for data you may have. size accessible assets. ▪ Closely monitor all major regulatory developments taking place in both the QDII and QFII programs. QFII. sub-advisory QDII mandates (Fund Management Companies or Brokerage AM). foundations. Banks. Enterprise Annuities. This package will assist clients to: ▪ Size accessible assets within all QDII/overseas markets investors. Brokerages. including Sovereign Wealth Funds. Foundations and Private Equity. NCSSF & SAFE) & other platforms in the institutional market (Insurers. asset allocation changes. ▪ Soft-Advisory Hours. Trusts. © Copyright 2012 Z-BEN Advisors REPORTS | 8 . Brokerage AMCs. Trusts investment overseas. Banks.
Negotiation strategy. Product and service development. Periodic operational assessments. Valuation and due diligence. China strategy development Execution Strategy Partnership assessment.Our Firm | Research | Reports | Advisory | Contact Advisory Services: Overview What are our firm’s objectives? What can we do in China? The right partner? An integrated China strategy? Regulatory risks? Advisory Services Market Assessment Overall market assessment. Marketing and sales strategy Competitive Positioning Business diagnostics. Execution support © Copyright 2012 Z-BEN Advisors ADVISORY | 9 . Platform exploration. Competitor benchmarking studies Business Development Target identification and pitch development.
education and training. Major trends (regulatory. mass affluent. geographic. Feasibility study on client’s new product development initiatives. © Copyright 2012 Z-BEN Advisors ADVISORY | 10 . Competitive landscape (degree of competition. Product & service development ▪ ▪ ▪ ▪ Assessment of currently available similar products & services in the market. Comprehensive marketing and sales strategy that comprises of tailored tactics to target investors and channels. including internal business case development. Analyze channel distribution. Marketing and sales strategy ▪ ▪ ▪ ▪ Assessment of investment profile and objectives for mass retail. and institutional investors. and alternative distribution platforms.Our Firm | Research | Reports | Advisory | Contact Market Assessment Overall market assessment Market Assessment Competitive Positioning Business Development Execution Strategy ▪ ▪ ▪ ▪ Historical overview of Chinese investment management and recent industry developments. barriers to entry & exit). demographic changes. Current and projected customer demand for proposed product or service. product design). revenues/costs. including banks. PR and advertising. Business model (fees. direct sales. product complements/substitutes. profitability) of current products in the market. securities/brokerages. Key customer segments and investor profiles. investor demand. Develop specific marketing and sales tactics including building key relationships. HNWI.
▪ Detailed benchmarking comparing client’s effectiveness on both an absolute and relative basis. ▪ Ongoing assessment of near-term trends to be addressed to improve firm operations and performance. fundraising. investment return performance. fund flows. and peer group benchmarking). sales effectiveness. performance attribution. ▪ Strategic recommendations on how to leverage successful tactics used by key competitors. ▪ Specific recommendations to address operational gaps identified by the diagnostic. product portfolio. with analysis on impact to client’s business interests. Competitor benchmarking studies ▪ Development of appropriate benchmark group to assess specific topics. profitability. Periodic operational assessments ▪ Ongoing operational assessment of firm (including firm market share. ▪ Development of appropriate benchmarking groups for quantitative and qualitative comparison. and avoid pitfalls.Our Firm | Research | Reports | Advisory | Contact Competitive Positioning Business diagnostics Market Assessment Competitive Positioning Business Development Execution Strategy ▪ Complete diagnostic of firm (market positioning. ▪ Proactive monitoring of relevant industry developments. distribution. product performance. business lines. © Copyright 2012 Z-BEN Advisors ADVISORY | 11 . shareholder structure). management effectiveness. management changes. sales & marketing. or products.
Our Firm | Research | Reports | Advisory | Contact Business Development Target identification and pitch development Market Assessment Competitive Positioning Business Development Execution Strategy ▪ Institutional investor opportunity identification (sovereign wealth funds CIC NCSSF & SAFE. QFII product and partnership development. China strategy development ▪ Summary assessment of client’s near-term and long-term business objectives.g. Platform exploration ▪ Exploration of platforms in China (FMC JV. execution feasibility. ROI. securities JV. synergies. PE/VC). © Copyright 2012 Z-BEN Advisors ADVISORY | 12 . insurance AMCs. ▪ Assessment of each potential platform based on the client’s near-term and long-term objectives. trusts. ownership. ▪ Sales pitch development and application process support (RFP process. legal & regulatory.g. group finance companies). ▪ Analysis and recommendation on how the suggested platforms may coexist and collaborate. along key internal (e. private fund manager. brand/reputational risk) and external (e. private banking. CNH opportunities). trust JV. ▪ Development of execution timeline for establishing recommended businesses and platforms. ▪ Prioritization of viable platforms to consider. ▪ Cross border development (QDII sub-advisory. customization to target investors). and how they align with recommended businesses and platforms to pursue. current demand & growth) determining factors.
g. and alignment with client. MOUs. DDM). ▪ Recommendation of whether to pursue partnership or consider alternative partners. Valuation and due diligence ▪ Commercial due diligence on financial entity for acquisition or partnership. industry expertise and track record. business license applications). Multiple of earnings. ▪ Proactive monitoring of relevant industry developments. © Copyright 2012 Z-BEN Advisors ADVISORY | 13 . and objectives. Execution support ▪ Guidance on overall execution process (timeline. ▪ Projection of future valuation based upon eventual public listing of financial entity. reputation). ▪ Detailed assessment of both direct and in-direct value proposition that the client can provide to each counterparty. Negotiation strategy ▪ Counterparty triangulation assessment of each parties’ agenda. ▪ Valuation of financial entity using both standard and proprietary methods (% of AUM.Our Firm | Research | Reports | Advisory | Contact Execution Strategy Partnership assessment Market Assessment Competitive Positioning Business Development Execution Strategy ▪ Partner candidate identification and vetting (financial strength. ▪ Analysis and editing of draft partnership and application documents (e. ▪ Detailed assessment on partner’s stated and perceived objectives. ▪ Customized negotiation tactics to strengthen bargaining position and proactively address expected obstacles. motivation. managing internal/external expectations). with analysis on impact to client’s business interests.
com © Copyright 2012 Z-BEN Advisors CONTACT | 14 . 21/F 1088 Yuanshen Road. China 200122 François Guilloux Director. P.firstname.lastname@example.org Jonathan Ha Director. Sales Direct: (+86) 21-3857-1323 Mobile: (+86) 159-2102-8912 francois_guilloux@z-ben.Our Firm | Research | Reports | Advisory | Outlooks Contact | Z-Ben Advisors Shanghai GC Tower.R. Pudong District Shanghai. Advisory Services Direct: (+86) 21-3857-1321 x228 Mobile: (+86) 186-2160-0753 jonathan.
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