UCITS: where next, what next?
July 2014

Economic growth in many of the world's developing economies is leading to the emergence of significant asset pools such as sovereign wealth funds, pension funds and high net worth individuals, together with retail investment by a burgeoning middle class. Many of these present new markets for distributing commingled investment funds. In several cases, these are well served by home-domiciled funds. Often, they present opportunities for international fund managers to distribute funds most commonly UCITS (Undertakings for Collective Investment in Transferable Securities) domiciled in Luxembourg and Ireland.

The UCITS framework has come to play a central role in the global distribution of investment funds. The consensus among fund managers and their service providers is that it will continue to do so, even with the coming launch of pan-Asian equivalents. We examine the issue in some detail.

Read this article in:
Executive briefing: July 2014




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Economic growth in many of the world's developing economies is leading to the emergence of significant asset pools such as sovereign wealth funds, pension funds and high net worth individuals, together with retail investment by a burgeoning middle class. Many of these present new markets for distributing commingled investment funds. In several cases, these are well served by home-domiciled funds. Often, they present opportunities for international fund managers to distribute funds most commonly UCITS (Undertakings for Collective Investment in Transferable Securities) domiciled in Luxembourg and Ireland.

The UCITS framework has come to play a central role in the global distribution of investment funds. The consensus among fund managers and their service providers is that it will continue to do so, even with the coming launch of pan-Asian equivalents. We examine the issue in some detail.

Read this article in:
Executive briefing: July 2014




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