With asset managers seeking to capitalise on new opportunities in the UCITS arena, RBC Dexia and KPMG have combined to launch a major new study report assessing the likely impact of forthcoming UCITS IV implementation in 2011 and the opportunities and challenges it presents.

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The report “UCITS IV: Which business model for tomorrow?” surveys leading asset managers drawn from 13 countries and explores major themes including fund consolidation, jurisdictional and cost advantages and the likely use of new facilities such as the UCITS Management Company Passport.

Our report shows the vast majority of UCITS managers are taking a proactive approach to UCITS IV, significant cost savings are expected from its introduction and a new wave of fund mergers lies ahead. These are just some key findings from a comprehensive report that draws extensively on the views of leading asset managers and which can provide valuable insights for managers preparing to embrace the next phase of evolution in the UCITS Market.

For additional information:

Towards the next generation: moving from UCITS III to UCITS IV

Or contact your local RBC Dexia representative:

Americas
Brent Wilkins
Head, Americas
Sales & Distribution
Email: brent.wilkins@rbcdexia.com
Tel: +416 955 2495

Asia Pacific
Scott McLaren
Head, Asia Pacific
Sales & Distribution
Email: scott.mclaren@rbcdexia.com
Tel: +852 2978 5500

Europe and the Middle East
Richard Hale
Head, UK, Ireland and the Middle East
Sales & Distribution
Email: richard.hale@rbcdexia.com
Tel: +44 (0) 20 7002 2007

Simon Shapland
Head, Continental Europe
Sales & Distribution
Email: simon.shapland@rbcdexia.com
Tel: +44 (0) 20 7029 7811

Luxembourg
Jean-Michel Loehr
Chief, Industry & Government Relations
Email: jean-michel.loehr@rbcdexia.com
Tel: +352 26 05 42 40