Distribution Strategy 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 and current best practices will help you to develop a distribution strategy that will maximise your opportunities for success. View more UCITS Market Entry We have developed a fast and well-structured process to register your funds in all the jurisdictions you wish to target for public distribution. Our fully customisable service approach will ensure that you understand all requirements to achieve market entry, and are assisted with the preparation of a detailed step-by-step plan, a realistic timetable, the entire registration process and any follow-up required by local regulators. View more Regulatory Reporting Your funds need to maintain their authorisation for distribution in each target market. We ensure they satisfy all ongoing regulatory reporting obligations, including prospectus updates, new product launches, KIIDs and financial statement submissions - all to assure investors of the fund's continued market authorisation. Tailored to your specific requirements and supported by our specifi cally designed web tools, this reporting module offers a competent and comprehensive approach to meeting your requirements. View more 3W Market Intelligence & Flash News Our online Market Intelligence tool - 3W Fund Distribution Watch - covers more than 35 distribution markets and 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. We also publish Flash News on a regular basis, covering the key aspects of the cross-border distribution world. Sent once a week, the Flash News Alert summarises all the news we published during the last seven days. Every two months, we also release our 3W Fund Distribution Watch PDF report. Follow us on Twitter "@PwC_3W" to get an idea about the kind of Flash News we provide. Discover more our integrated Watch services 3W. View more AIF Distribution We can offer you full assistance with the entire AIFMD notification process concerning the "marketing passport" or the National Private Placement Regime in each Member State and with all of your AIFs. Our action plan may include a gap analysis, proposals and recommendations to be in line with all AIFMD requirements. We also make sure your funds meet all ongoing regulatory reporting obligations. This approach delivers a robust and comprehensive solution tailored to your situation. View more Market Publication We understand the fund publication obligations and best practices imposed on your fund platform by all target market regulations. Besides fully integrated market entry and publication processes, we also ensure that ongoing publication is timely and accurate, and that changes to your product range are accurately reflected where they need to be. View more Distributor Due Diligence As an independent expert on cross-border distribution, we can provide assistance with the initial selection of distributors, assessing their compliance with contractual obligations and regulations, benchmarking their efficiency, as well as surveying their needs, requirements and concerns. View more ETF Listing GFD has devised a turnkey solution for your ETF funds requiring both registration and stock exchange listing. We combine a quick and efficient market entry and stock exchange listing with ongoing stock exchange reporting, all seamlessly coordinated to deliver a timely and effective ETF service. View more Tax Reporting Coordination Some target markets have tax reporting requirements that may disadvantage local investors in your fund unless they are satisfied. These rules can be complex but our local tax experts will ensure that such calculations are completed accurately and submitted or published on a timely basis. GFD can coordinate the tax reporting process for you by working with our Luxembourg-based tax team, especially if several countries are involved. View more
European ETF Listing and Distribution Poster: September 2017 Since 2008, global ETF assets have grown at a compound annual growth rate (CAGR) of 19.2%. In contrast, EU domiciled ETFs experienced faster growth at 23.4%. As of end June 2017 AuM of EU domiciled ETFs surpassed the half billion mark, standing at EUR 567.6 billion.
ETF Services: Trustworthy solutions throughout your fund's life cycle A comprehensive multi-jurisdictional "turn-key" solution for ETFs (UCITS or AIFs), combining a quick and efficient market entry and stockexchange listing. A trusted advisor for your ongoing audit, reporting, registration and listing-maintenance activities, all fully managed by a central PwC team in Luxembourg and supported by our integrated global network of ETF experts.
Global Fund Distribution 2017 - Poster (March 2017) The PwC Market Research Centre has just released the 18th edition of its annual Global Fund Distribution Poster. Since its first edition, the annual poster has become a reference tool for asset managers who need a quick overview of the global cross-border fund market.
19/09/17 Le triple A gagnant de la distribution de fonds En 2017, de nombreux marchés sont sortis de l’ornière, la reprise de la croissance mondiale et la faiblesse du dollar américain ont dopé les perspectives. Les pays émergents entrent dans une ère qui leur est favorable. Pour les gestionnaires de fonds, ces marchés présenteront dans un avenir proche de belles opportunités. Regards prospectifs sur l’Afrique, l’Amérique latine et l’Asie.
04/11/16 La distribution des fonds est «à un tournant» Entretien avec José-Benjamin Longrée, associé et Global Fund Distribution Leader chez PwC Luxembourg
08/03/16 Luxembourg confirms its reputation as a centre of excellence for fund distribution 70% of asset management giants have chosen Luxembourg as the first domicile to set up their funds.
08/03/16 Le Luxembourg assoit sa réputation de centre d’excellence pour la distribution des fonds 70% des géants de la gestion d'actifs ont choisi le Luxembourg comme 1er domicile pour établir leurs fonds.