The PwC Market Research Centre is a multi-purpose entity composed of analysts and experts who assist asset and wealth managers and service providers from concept to operational readiness, and provide continual support for ongoing activities. The Centre's team of highly-skilled professionals from diverse disciplines ensures excellence in its work and delivers current industry insights, future industry trends, and key business indicators to you and your organisation.
Our structured, research-based analysis sheds light on the multiple factors affecting your asset management business.
Each market intelligence digest provides you with:
(These are non-standardised reports that will be customised to your business needs by focusing on any specific aspect of the market place to suit your market-entry need.)
PwC’s Asia Pacific Asset & Wealth Management team tracks the APAC asset & wealth management landscape. Our country digests are refreshed frequently and updated with the latest in the regulatory & market developments.
Australia, with its ‘Wall of money’ generated by a world-class superannuation scheme, is a lucrative market for asset managers to crack. Until recently, its asset management industry was fairly insular but recent developments, including engagement with the Asia Region Fund Passport programme, have seen it start to open up.
A robust and well-designed distribution strategy should identify the specific requirements and best practices of each local target market for the funds you wish to institute. Our analysis of local markets, key distribution channels (whether direct or via partnerships) along with current best practices will help you develop a distribution strategy that will maximise your opportunities for success.
Our Asia Pacific asset & wealth management distribution strategy reports draw upon the knowledge of a large pool of country and industry experts to help clients perform better in existing markets, and identify new markets in a rapidly changing environment.
Providing benchmarking studies in the fund industry
Benchmarking studies in the fund industry act as an important tool for establishing, evaluating, and justifying inter-company transactions. In achieving these objectives, the Asset & Wealth Management Research team provides support in developing such benchmarking studies – as part of the tax documentations, fund structuring and building revenue models.
In ensuring the reliability and accuracy of our studies, we work with data from specialised databases provided by credited and established vendors within the industry that will be analysed by our dedicated asset & wealth management research specialists. Our team is able to benchmark management fees, distribution fees, sales & marketing fees, discretionary fees, and non-discretionary fees, across various types of funds.
We offer unique, customisable market intelligence reports.
The fund flows provides an overview of the market by assets (domicile, asset class, strategy, investment focus). It also showcases insights into the top 1,3,12-month net flows by asset class, fund groups, and funds which are registered for sale.
Our customised benchmarking comparison provides you with analysis of your firm’s funds vis-à-vis the industry and selected competitors. We are able to benchmark your firm based on selected measures from performance to revenue.
House views show an aggregated view of various brokers and banks on asset classes of interest in the market place currently allowing you to get a full picture of the direction of the market place along with product performance.
Based on the number of searches for fund factsheets, we will provide you with an analysis of the fund sectors, fund groups and funds which are most sought after by investors in the respective country (currently available only in select market places).
With heightened profitability and fee pressure on the asset managers in recent times than any other in history; fund houses should routinely re-evaluate the fund range for their relevance.
The PwC’s Asset Management and Research team’s market intelligence team can help declutter from your fund range, fund products that would neither meet your internal metric nor would be commercial viable. Our objective assessment of the portfolio mix along with market data will help your product mix to ensure optimisation of team resources and profitability.
Knowing how to leverage your visibility amid millions of competing messages, both digital and traditional, is essential. We assist clients in developing appropriate content to tackle the most pressing issues of our day, and deliver relevant information that allows them to gain credibility and exposure in the market place.
Our market intelligence tool, 3W - Fund Distribution Watch, covers more than 35 markets and related topics critical to cross border fund distribution. It is fully supported by our global network of local fund specialists offering their expert knowledge of fund distribution.
Our Regulatory Watch follows regulatory developments as they emerge across the globe. This tool provides links to core texts, from consultation papers to finalised technical standards, and to executive summaries of key issues, rated for impact across industry sectors.
We can also provide you with monthly reports by email, organised per jurisdictions with a high-level impact rating for your industry.
Our Fund Distribution Watch provides you with everything you must know to be compliant in a given jurisdiction, to register your fund for marketing/ distribution in a target country, and to maintain your registration.
Our Tax Watch keeps you informed with the latest developments in the tax sector. It helps the fund industry prepare for the new requirements or consider alternative investment policies to meet investor demands.
Do you want to gain a deeper understanding of global and local markets in order to make more accurate predictions and impact assessments?
The PwC Market Research Centre has a staff of economists with diverse skill sets who can help you to decipher information that is pertinent to your business.
Economic analysis - We can help you achieve your goals by conducting econometric and statistical analysis at the microeconomic and macroeconomic levels. We routinely deliver economic analysis on the current state of various countries, sectors, industries and business lines.
Predictive assessment - We can help you make reliable forecasts with sophisticated econometric methods applied to microeconomic or macroeconomic issues. We deliver forecasts on a wide range of areas such as the future of financial services, industries and markets.
Impact assessment - We can help you quantify the impact of your decisions in order to optimize them and support you in setting up the right methodology for streamlining your decision making process to achieve greater objectivity.
Our diverse research team consists of professionals representing numerous countries, fluent in myriad languages and knowledgeable in a wide range of competencies. We serve clients from leading global and local companies as well as public and government institutions, and work with investment entities and individuals to build the value you are looking for.
The PwC Market Research Centre serves the following clients: asset managers, wealth managers, private banks, financial service providers, professional associations and public and governmental institutions.
Our team is composed of professionals from numerous countries throughout the world who represent a diverse profile of competencies including: