Market Intelligence Monitor

An on-line solution for cross-border fund promoters who needing cutting-edge market information to support the design, implementation and maintenance of a cross-border strategy. Our comprehensive Market Intelligence Monitor is supported by our integrated global network of local investment fund specialists, expert in their local market and with a deep knowledge of fund distribution.

Challenges

A key challenge of cross-border fund distribution is to understand the key attributes of each local market that impact fund distribution. Developing a fund platform with the necessary features to be marketed in the maximum number of jurisdictions to the widest range of local investors requires deep local market knowledge. Successful cross-border distribution therefore includes having constant access to relevant, detailed and up-to-date market information. As the distribution footprint of your fund range expands, so does the challenge to access relevant local market information from all jurisdictions and to stay on top of regulatory, tax and market practice changes in an efficient and effective way.

PwC Solutions

Our Market Intelligence Monitor is your solution to the demands for cutting-edge market information, insights and views for a multi-jurisdictional fund distribution strategy, in a comprehensive single portal. Our integrated global investment management network of local tax, legal and regulatory experts, provide comprehensive and up-to-date market intelligence vital to ensure your strategy remains competitive and in compliance.

The Market Intelligence Monitor covers key themes or topics including, in each jurisdiction, the regulatory framework, key aspects of the process of foreign fund distribution, including local subscription and redemption requirements; the local entities required to facilitate distribution, their roles and responsibilities; the taxation framework impacting foreign and local funds, different classes of income and gains and local investors; the local marketing rules and requirements; investor and market best practices and developments. There is also an international and EU information section containing topics relevant to and impacting cross-border or international fund distribution.

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