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Asian bond fund launch 10 jan


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Asian bond fund launch 10 jan

  1. 1. Ian Pascal Asian Bond Fund Launch
  2. 2. Asian Bond Fund Launch
  3. 3. Asian Bond Launch Context/background <ul><li>The Asian Bond Fund is due to launch in April 2011 and will form part of Barings’ specialist fixed income capability encompassing High Yield, Emerging Debt and Asian bonds. The product forms a natural fit with our global distribution capability, existing product range and Asian franchise. </li></ul><ul><li>The launch of this Fund will be phased across the business and there will be different levels of activity dependent on the region and potential demand. </li></ul><ul><li>Timings are dependent on three factors: </li></ul><ul><li>Fund approval and registrations </li></ul><ul><li>Appointment of fund manager & registration with FSA </li></ul><ul><li>Credible level of initial funding </li></ul>
  4. 4. Asian Bond Launch Campaign summary Tactical. A large part of our target audience has a strong affiliation to Asian markets and is likely to be interested in a specialist fund like this. Promotion will be of a tactical nature linked to strategic focus on EMD Fund. 2 April 2011 Middle East Formal launch in Germany, where interest lies with family offices, Depot A banks, insurers, asset managers and fund-of-funds. Tactical activity in France with an initial target base of private clients and IFAs, followed by institutional investors when there is a longer track record. Tactical activity in other European markets. 21 June 2011 Europe – Germany, Finland, France, Spain & Switzerland Market Launch Date UK 2 April 2011 Tactical. Interest across this market is expected to be very limited and to be approached through tactical opportunities – the retail audience have limited appetite for specialist emerging market regional funds. Europe – Sweden & Luxembourg 22 April 2011 Formal launch in Luxembourg with activity focused through roundtable lunches with key buyers. Similar activity in Sweden once sales manager appointed. Asia 18 August 2011 for Hong Kong Formal launch in Hong Kong will launch to second tier banks, with a focus on first tier banks once there is a longer track record. Asian Bond funds are one of the most popular sectors in Taiwan with target audience of banks and unit linked insurance platforms with medium risk profiles but registration is likely to be substantially later. Not included in Korea phase 1 registrations. Institutional Clients within the UK and European markets are expected to have limited interest in the Fund. Asian institutional interest potentially from SWF and certain insurance companies.
  5. 5. Asian Bond Launch Deliverables <ul><li>Marketing collateral </li></ul><ul><li>Launch presentation - produced </li></ul><ul><li>Capability brochure - produced </li></ul><ul><li>Fund manager profile - after manager appointed </li></ul><ul><li>Meet the team flyer – after manager appointed </li></ul><ul><li>Introduction to Asian bond markets - produced </li></ul><ul><li>Fund factsheets (1 month after launch) </li></ul><ul><li>Advertising </li></ul><ul><li>Incorporate Fund in Emerging Market and Fixed Income online advertisements – to be run in Europe post launch </li></ul><ul><li>Active promotion across Asia – including print within key financial publications, advertorials, bus panels and outdoor advertising </li></ul><ul><li>Include promotion of funds within German activity – Der Fonsberater, Euro Finanzen, Fonds </li></ul>
  6. 6. Asian Bond Launch Deliverables <ul><li>E-marketing and DM </li></ul><ul><li>Advertising campaign landing pages </li></ul><ul><li>Website promotion pages </li></ul><ul><li>Home page banner advert </li></ul><ul><li>Webcast – quarterly schedule </li></ul><ul><li>Fund launch video </li></ul><ul><li>Quarterly mention in emerging market and fixed income capability mailings </li></ul><ul><li>Citywire Goldmine – targeted mail shot </li></ul><ul><li>DM with themed launch gift to key clients (German) </li></ul><ul><li>Focus on Moventum microsite (German) </li></ul><ul><li>Fund ratings </li></ul><ul><li>To be considered after the hire of fund manager </li></ul>
  7. 7. Asian Bond Launch Events & Hospitality <ul><li>Proprietary events </li></ul><ul><li>Sales surgery for our European sales teams to develop their knowledge of our specialist fixed income capability </li></ul><ul><li>Ece Ugurtas & Thanasis Petronikolos in Hong Kong in January </li></ul><ul><li>Barings European Investment Conference to incorporate Fund </li></ul><ul><li>Luncheon for 80-100 key Hong Kong distributors (RMs and product gatekeepers) in Q2. </li></ul><ul><li>Joint activity </li></ul><ul><li>Metzler IFA roadshow (Germany) to focus on EMD and introduce Asian Bond – limited mention if not registered. </li></ul><ul><li>Augusburger Investment Day (Germany) to focus on EMD and introduce Asian Bond </li></ul>
  8. 8. Asian Bond Launch Public Relations <ul><li>UK/Central </li></ul><ul><li>Media training for manager as soon possible once appointed. </li></ul><ul><li>Press breakfast briefing ahead of the launch of the fund, followed by a press release to be distributed on the day of the launch (or opening of initial offer period). Release will be used as the basis for European and Asian communications. </li></ul><ul><li>On-going – we will look for opportunities to talk about the asset class in relevant features to build our profile as investment expert and thought leader in this area. </li></ul><ul><li>Distribution of investment updates from the investment writing team. </li></ul><ul><li>“ Meet and greets” with key journalists in different markets </li></ul><ul><li>Europe </li></ul><ul><li>Pre-marketing activity with follow up post launch and incorporation in monthly EM update (Germany). Distribute press release at launch and use relevant investment updates. </li></ul><ul><li>Asia </li></ul><ul><li>Arrange FM profile interviews with key media. Distribute press release at launch and use relevant investment updates. </li></ul><ul><li>Middle East </li></ul><ul><li>Re-use UK materials as appropriate and adapted for local regulatory environment. </li></ul>
  9. 9. Asian Bond Launch Provisional timetable