Accessing and investing in China

Funds Europe, in partnership with Northern Trust, interview four key stakeholders of financial institutions operating in China who have in-depth knowledge of the strategies that asset managers need to access markets and effectively trade and invest in China. Watch all four videos to learn more.
Read a summary of the interviews here »

Clive Bellows, Head of Global Fund Services, EMEA, Northern Trust, highlights the organisation’s expertise and observations around the growing interest in cross-border investment into Asia, particularly China, the challenges that come with it, and how Northern Trust is helping international fund managers in overcoming these barriers. Richard Pan, Chief Investment Officer, China Asset Management Company, delves into China’s economic transformation from an export and investment-driven economy to a domestic consumption and an innovation-driven economy; particularly in renewable energy, making products accessible for global consumers and attractive to foreign asset managers.

Angela Chang, Head of Global Custody Service Division, ICBC, compares and contrasts the four modes of entry into China for foreign investors – QFI, CIBM, Stock Connect and Bond Connect. With quota limits removed, cross border capital flow controls relaxed and just a tax commitment letter needed for repatriation, international investment in China has become infinitely more attractive. Dan Wang, WFOE Service Manager, Custody Department, China Merchants Securities, talks about the two main forms of carrying out asset management in China: either via setting up a private fund company such as WFOE PFM, QDLP, QFLP or through a Mutual Fund Management Company. In general, the private fund license is much easier to obtain than mutual funds, so most institutions launch private fund business first and then transfer to mutual funds.

In association with

HAVE YOU READ?

THOUGHT LEADERSHIP

The tension between urgency and inaction will continue to influence sustainability discussions in 2024, as reflected in the trends report from S&P Global.
FIND OUT MORE
This white paper outlines key challenges impeding the growth of private markets and explores how technological innovation can provide solutions to unlock access to private market funds for a growing…
DOWNLOAD NOW

CLOUD DATA PLATFORMS

Luxembourg is one of the world’s premiere centres for cross-border distribution of investment funds. Read our special regional coverage, coinciding with the annual ALFI European Asset Management Conference.
READ MORE

PRIVATE MARKETS FUND ADMIN REPORT

Private_Markets_Fund_Admin_Report

LATEST PODCAST