Cross-Border Distribution of UCITS

A CACEIS PRODUCT DEVELOPMENT PUBLICATION - 2011

CONTEXT

As European markets continue to open to cross-border distribution of funds, opportunities arise for foreign asset managers to win market share from local players. As a result, cross-border third party distribution is in a strong growth phase.

Moreover, the highly valued UCITS brand favours their international distribution both within Europe and globally. UCITS’ investor protection and the ability of these products to use certain derivative instruments gives them a major advantage over local and other international products.

Following recent market trends, UCITS sales in other continents have partially slowed down, but the reversing trend is al- ready there, particularly in Asia, Latin America and the Middle East.

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