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Asset Management - Global Strategic Business Report Description:
This report analyzes the worldwide markets for Asset Management (Assets Under Management) in US$ Billion. The report provides separate comprehensive analytics for the US, Japan, Europe, Singapore, Australia, Korea, India, China, and Rest of World. Annual estimates and forecasts are provided for each region for the period of 2006 through 2015. Also, a six-year historic analysis is provided for these markets. The report profiles 266 companies including many key and niche players such as AXA Group, AllianceBernstein L.P, Allianz Group, Blackrock, Inc., BNP Paribas, BNY Mellon Asset Management, Crédit Agricole SA, Credit Suisse Group AG, Deutsche Bank AG, Fidelity Investments, Ltd., HSBC Holdings Plc, JPMorgan Chase & Co., J.P. Morgan Asset Management, Legg Mason, Inc., Merrill Lynch & Co., Inc., Natixis SA, Northern Trust Corporation, State Street Global Advisors, The Capital Group Companies, Inc., The Goldman Sachs Group, Inc., The Vanguard Group, Inc., and UBS AG. Market data and analytics are derived from primary and secondary research. Company profiles are mostly extracted from URL research and reported select online sources.
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I. INTRODUCTION, METHODOLOGY & PRODUCT DEFINITION Study Reliability and Reporting Limitations I-1 Disclaimers I-2 Data Interpretation & Reporting Level I-3 Quantitative Techniques & Analytics I-3 Product Definitions and Scope of Study I-3
II. Executive Summary 1. INDUSTRY OVERVIEW II-1 Asset Management Industry - An Introduction II-1 Key Components of the Industry II-1 Investment Advisor: Assisting Clients in Portfolio Selection II-1 Product Architect: Designing Products to Suit Client Needs II-2 Distributor: The Link Between Consumers and Advisors II-2 Gatekeepers: Assisting Investment Products Screening II-2 Investment Buyers II-2 Asset Owners: Industry End-Users II-3 Consumer Profile in Asset Management Industry II-3 Institutional Investors II-3 Advisor Selection II-4 Retail Vs Institutional Clients II-4 Organization Structure II-4 2. ASSET MANAGEMENT INDUSTRY II-5 Asset Management Industry Emerges from Financial Crisis II-5 Market Outlook II-5 Factors Influencing Asset Management Industry II-6 Stringent Regulatory Norms II-6 Alternative Investment Options II-6 Product Rationalization II-7 New Technologies & Skills II-7
Strategic Approach to Determine Future Growth Potential II-7 Focusing on Long-Term Growth Strategy II-7 Focusing on Retail Investors II-7 Enhancing Awareness Levels of Investors II-8 Impact of Financial Crisis on Asset Managers: A Review II-8 Highlights II-9 Investors Move Towards Low-Risk Asset Categories II-9 Crisis Affects Asset Managers’ Profitability II-10 Panic Selling by Investors Leads to Decreased AuM II-10 Distribution Difficulties II-10 Economic Crisis Puts Brakes On Globalization II-10 Governments Move Towards Stringent Controls and Regulations II-11 Asset Management Firms Feel the Heat of Economic Slump II-11 Highlights II-12 A Polarized Industry II-12 Firms Evolve New Business Models II-13 Strategies to Overcome Financial Crisis II-13 M&A Activity in the Global Asset Management Industry II-14 Consolidation Activity in the Recent Past II-15 Competitive Landscape II-15 Table 1: Leading Players in the Global Asset Management Industry (2008): Ranked by Assets Under Management (AUM) for Barclays Global Investors, Allianz Group, State Street Global, Fidelity Investments, AXA Group, BlackRock, Deutsche Bank, Vanguard Group, JPMorgan Chase, and Capital Group (includes corresponding Graph/Chart) (includes corresponding Graph/Chart) II-16 Table 2: Leading Worldwide Institutional Asset Managers (2008): Ranked by Value of Assets for State Street Global, Barclays Global Investors, BlackRock, BNY Mellon Asset Management, Fidelity Investments, JPMorgan Asset Management, PIMCO, Legg Mason, Vanguard Group, and Northern Trust Global (includes corresponding Graph/Chart) II-16 3. MARKET DYNAMICS II-17 Fund Management Industry - An Overview II-17 Table 3: Global Fund Management Industry (2008): Percentage Share Breakdown of Assets Under Management for Conventional Assets, Non-Conventional/Alternative Assets, and Private Wealth (includes corresponding Graph/Chart) II-17 Table 4: Global Conventional Investment Management Industry (2008): Percentage Share Breakdown of Assets Under Management (AUM) for Pension Funds, Mutual Funds, and Insurance Funds (includes corresponding Graph/Chart) II-17 Table 5: Global Non-Conventional/Alternative Investment Management Industry (2008): Percentage Share Breakdown of Assets Under Management (AUM) for Sovereign Wealth Funds, Private Equity, Hedge Funds, and Exchange Traded Funds (includes corresponding Graph/Chart) II-18 Pension Funds II-18 Table 6: Global Pension Fund Assets Market (2008): Percentage Share Breakdown of Asset Value by Country for US, Japan, the Netherlands, UK, Canada, and Others (includes corresponding Graph/Chart) II-18 Types of Pension Funds II-19 Table 7: Global Pension Fund Assets (2008): Percentage Share Breakdown of Asset Value by Fund Type for Public Sector Funds, Sovereign Funds, Corporate Funds, and Private Sector Industry Funds (includes corresponding Graph/Chart) II-19
Table 8: Leading Sovereign Pension Funds in the World (2008) Ranked by Total Asset Value (in US$ Thousand) for Government Pension Investment, Government Pension Fund, National Pension, Postal Savings Fund, Central Provident Fund, Employees Provident Fund, and Canada Pension (includes corresponding Graph/Chart) II-20 Pension System Reforms Gather Pace II-20 Demographic Changes Necessitate Reforms II-20 Table 9: Elderly Dependency Ratios in Select Countries (2050) (includes corresponding Graph/Chart) II-21 Inadequacies of Existing Pension Systems Drive Change II-21 Pension Fund Allocations to Alternative Assets Continue II-21 Table 10: Alternative Assets for Pension Funds (2008): Percentage Share Breakdown of Allocations for North America, Europe, Asia-Pacific, and Others (includes corresponding Graph/Chart) II-22 Leaders in Different Alternative Assets Categories on Behalf of Pension Funds (2008) II-22 Wealth Management Market Set for Strong Growth II-22 Consolidation Intensifies II-23 Emerging Markets - The Destination for Wealth Managers II-23 Mutual Funds Market II-23 Long-Term Prospects for Mutual Fund Companies II-24 Enterprise Asset Management (EAM) Market II-24 Divergent Regulations Hamper Growth II-24 4. PRODUCT OVERVIEW II-25 Defining Assets II-25 Asset Management - A Conceptual Definition II-25 Asset Management Plans II-26 Asset Management Account II-27 Classification of Asset Management II-27 Financial Asset Management II-27 Infrastructure Asset Management II-27 Enterprise Asset Management II-28 Asset Management Services II-28 Asset Management Services - Key Features II-28 Establishing Goals II-28 Funds Allocation II-29 Developing Strategies II-29 Strategy Monitoring II-29 Asset Management Company II-29 Asset Management Reports II-30 5. PRODUCT LAUNCHES II-31 GSAM Unveils Credit Strategies Fund II-31 Dexia Asset Management to Debut Dexia Bonds 2014 II-31 CASAM Introduces CASAM ETF EONIA® II-31 CASAM Expands ETF Portfolio with Launch of 11 New Products II-31 GSAM Launches International Tax Managed Equity Funds II-31 GSAM Launches Local Emerging Markets Debt Fund II-32 RBC Global Asset Management Unveils Inflation-Linked Bond Fund II-32 Northern Trust Introduces Multi-Manager Target Date Funds II-32 GSAM Brazil to Introduce Multiple Funds in Brazil II-32 LOM Asset Management to Unveil Euro Fixed Income Fund II-33 6. RECENT INDUSTRY ACTIVITY II-34 Invesco to Buy Retail Asset Management Business of Morgan Stanley II-34 Bank of America Acquires Merrill Lynch II-34 Evli Bank to Acquire Erik Penser Fonder II-34 ING to Divest Investment Management Operations II-34 BNY Mellon Buys Interest in Siguler Guff II-35 GLG Partners Concludes Acquisition of SGAM UK II-35
Evli Bank to Acquire Finland-Based Asset Management Operations of Carnegie II-35 BNY Mellon Takes Over Insight Investment II-35 Aquiline Capital Takes Over Conning & Company II-35 Daiwa Inks Agreement for Acquisition of daVinci Select II-36 BlackRock Acquires BGI II-36 Hennessy Advisors to Acquire Two Japanese SPARX Funds II-36 LIC Announces Divestment of Stake in UTI AMC II-36 MacKay to Takeover Assets of Mariner Municipal Managers II-37 BoComm to Acquire Stake in China Orient Asset Management Corp II-37 Aberdeen Completes Acquisition of Credit Suisse Fund Management Assets II-37 Liberty International Acquires Pearl Group II-37 Assicurazioni Generali to Acquire 30% Stake in Guotai Asset Management II-37 Primus Completes Acquisition of CypressTree II-37 Wood & Company Acquires Credit Suisse’s Asset Management Business II-38 T Rowe Price to Acquire Stake in UTI AMC II-38 Cedrus Takes Over Institutional Business from Global Crown Capital II-38 Nomura to Acquire 35% Stake LIC’s Asset Management Unit II-38 LarrainVial and Compass Consorcio Merge Asset Management Units II-39 MMC Contrarian Divests Asset Management Division II-39 Hennessy Signs Agreement for Acquisition of Two Tamarack Funds II-39 Sparx Sells Stake in Cosmo Investment Management II-39 AvW to Divest Interest in Austrian C-Quadrat II-39 Threadneedle to Acquire Standard Chartered Investments II-39 Alandsbanken to Acquire Kaupthing’s Swedish Division II-40 Smith Graham Acquires Ark’s Assets II-40 HIM Monegy Announces Strategic Alliance with CFSGAM II-40 Allied Capital Acquires Emporia’s Management Contracts II-40 Beverly Hills Bancorp and OFS Enter Into a Merger Deal II-40 The Bank of New York Mellon Takes Over JPMorgan Trust Bank II-41 Jovian to Purchase Stake in Hahn II-41 IIP Takes Over Bloomsbury Asset Management II-41 Bank of Nova Scotia Purchases Five Continents Financial II-42 Kazkommertsbank Sells Stake in Pension Fund and Asset Management Firm II-42 PICC P&C to Divest Stake in PICC Asset Management II-42 CVC Acquires iShares from Barclays II-42 Henderson Group Acquires New Star Asset Management II-42 JMP Group Acquires Cratos Capital Partners II-42 Allianz and Bajaj Finserv to Set Up Asset Management Company II-43 Credit Suisse to Divest 30% Interest in South Korean JV II-43 KIPCO to Buy Assets from Recession Affected Kuwait Firms II-43 Sokrat Acquires Pio Global Ukraine II-43 Nordnet Inks Deal for the Acquisition of eQ Bank II-43 NB Group Acquires Lehman Brothers’ Asset Management Division II-43 Golden Bridge to Acquire U.S. Positive Delta Asset Management II-44 Capita Group Takes Over Capmark Financial’s European Administration Services II-44 City National to Take Over Majority Stake in Lee Munder II-44 GIC Housing to Divest Stake in LIC MF II-44 Carnrite Groups Inks Joint Marketing Deal with Fidelis Group II-45 BNP Paribas Acquires Stake in Fund Channel II-45 J. P. Morgan and Arden Asset Management Ink Agreement for Hedge Fund II-45 Mirae Asset Management and Citi Enter into Deal II-45 Sumitomo to Take Over Nikko Asset Management II-46 BNP Paribas Inks Agreement with AXA Investment Managers II-46 Cushman & Wakefield Takes Over Pacific Investment II-46 Ark Financial Holdings and Redwood Asset Management Merge II-46 Ameriprise to Take Over Columbia Managements Long-Term Asset
Management Business II-47 PNC Capital Advisors Merges with Allegiant Asset Management Company II-47 Australian Wealth Management Merges with IOOF Holdings II-47 Olympia Asset Management Establishes New Institutional Management Unit II-47 Prudential Group Establishes Malaysian Asset Management Business II-47 Protego Merges with Threadneedle II-47 RREEF Acquires Stake in Rosen Real Estate Securities II-48 BNP Paribas Acquires Equity Prime Brokerage Business from Bank of America II-48 Packman Financial and Napco Asset Management Complete Merger II-48 Manulife Takes Over of Fuhwa Securities II-48 F&C and Reit Asset Management to Merge Property Operations II-49 IDFC Acquires StanChart AMC II-49 SFG Signs MoU with BNP Paribas II-49 BNY Mellon Concludes Take Over of ARX Capital Management II-49 Allianz Buys Commerzbank Unit II-50 BNP Paribas to Acquire 49.99% Stake in BancoEstado’s Asset Management Division II-50 Stonehage Announces Merger of TriAlpha and ACP Partners II-50 Aktia Bank Acquires Kaupthing’s Asset Management Operations II-50 Nuveen Investments to Acquire Winslow Capital Management II-50 Industrial Alliance Acquires Sarbit Asset Management II-50 Banca MPS to Divest Asset Management Operations to Clessidra II-51 EFGI Acquires Majority Stakes in Stratcap Securities II-51 NCB Capital Takes Over TCP II-51 Silvercrest Takes Over Marathon Capital II-51 Envit Capital Private Wealth Management Acquires Clary Asset Management II-52 Bank of China to Acquire Stake in Rothschild Bank II-52 AMR Corporation Divests American Beacon Advisors II-52 Sanlam Investments and SMC Group Enter into Joint Venture Agreement II-52 Dekania and Advanced Equities Financial Sign Merger Agreement II-53 Deutsche Bank Inks Agreement for 40% Stake in UFG Invest II-53 Princeton Financial Signs Agreement for Acquisition of Aquin II-53 China Cinda Asset Management to Purchase 61.9% Stake in Hantec Investment II-53 BNP Paribas Acquires 25% Interest in SAIB Asset Management Company II-54 CAB Barlow Takes Over 85% of Barlow Capital Management II-54 Prudential to Acquire 40% Stake in GAP II-54 SWS Acquires ML Stern and Tower Asset Management II-54 Titanium Asset Management Acquires Boyd Watterson II-54 Citigroup to Take Over Wachovia Subsidiaries II-54 Credit Suisse Acquires Majority Stake in Asset Management Finance Corp. II-55 Old Mutual to Acquire 49% Stake in ABM AMRO TEDA II-55 Ameriprise to Take Over J&W Seligman II-55 Aberdeen Takes Over 26 Nationwide Funds II-55 Voyageur to Acquire Assets of Access Capital II-55 RBC Acquires Stake in O’Shaughnessy Asset Management II-56 Baka Holding Acquires Stake in APEX FX Trading II-56 Bank Hapoalim to Take Over 50.01% Stake in NuVerse Advisors II-56 Hyundai Heavy to Purchase Stake in CJ Group II-56 Acadian Asset Management Divests 3.2% Stake in MTS II-57 Deutsche Bank Acquires 60% Stake in Far Eastern Alliance II-57 Istithmar Acquires Majority Stake in Gulf Stream II-57 Fortis Takes Over ABN Amro Asset Management II-57 Ping An Signs MoU to form Fortis Investments with Fortis NV II-57 Standard Chartered Divests Stake in Indian Asset Management Operations II-58
Troika Dialog to Take Over Almex Asset Management II-58 Franklin Templeton Takes Over 49% Stake in Vietcombank Fund II-58 Natixis Global Takes Over Gateway Investment II-58 Lovell Minnick Takes Over Majority Stake in Mercer Advisors II-58 Grove Creek Takes Over Estabrook Capital Management II-59 Stone Point Capital Buys Stake in Cyprexx Services II-59 FBR Capital Takes Over East Peak Advisors II-59 Triton Pacific Acquires Majority Stake in AssetPoint LLC II-59 Ladenburg Thalmann Takes Over Punk Ziegel II-59 Morgan Stanley Takes Over Cooperatieve Centrale Raiffeisen Boerenleenbank II-59 Security Benefit Acquires Rydex Investments II-60 Titanium Asset Management Takes Over National Investment Services II-60 Massachusetts Mutual Life Insurance Takes Over First Mercantile Trust II-60 J.C. Flowers & Co. to Buy Efibanca II-60 Focus Financial Partners Takes Over Greystone Financial Services II-60 RTD Financial Advisors Takes Over Financial Vision Advisors II-60 Phoenix Companies Spin-Off Virtus Investment Partners II-61 SWS Group Takes over M.L. Stern & Co. II-61 Goldman Sachs Takes Over Capula II-61 TA Associates Takes Over RGM Advisors II-61 Yucaipa Cos Takes Over Stake in Americold Realty Inc II-61 Brown Investment Advisory Takes Over Alex Brown Investment Management II-61 Istithmar World Capital to Take Over Gulf Stream II-61 FrontRange Holding Takes Over Centennial Software II-62 CapTrust Advisors Takes Over Schott Group II-62 Goldman Sachs Takes Over Trafalgar Asset Managers II-62 Marco Polo Network Announces Acquisition of XTF Global Asset Management II-62 Sanders Morris Harris Group Completes Take Over of Miller-Green II-62 Rogge Global Acquires ING Ghent II-62 Lehman Brothers and Sansedoni to Acquire Valorizzazioni Immobiliari II-63 Prudential Financial to Take Over GAP Asset Management II-63 Lehman Brothers Consortium Acquires Fondi Immobiliari from UniCredit II-63 Fortel Acquires Envit in Reverse-Takeover Deal II-63 Sciens Capital Announces Atlas Capital Acquisition II-63 Ameriprise Financial Takes Over H&R Block Financial Advisors II-64 Goldman Sachs Unit Acquires Stake in Capula Investment Management II-64 ACA Financial to Divest US Corporate Credit Asset Management Services II-64 SBI Acquires 20% Interest in Sage Capital Funds Management II-64 Capital Z, Paine & Partners Acquire Capital Z Asset Management II-64 MagPipe to Take Over IM-Mag Investment Management II-65 Fisher Investments Takes Over EconoStrat Advisory Corp II-65 Katonah Scott’s Cove Management Acquires Scott’s Cove Capital Management II-65 Rockwater Hedge Takes Over Charles Fish Investments II-65 GenSpring Announces Acquisition of Inlign Wealth Management II-65 Charlesbank Announces Acquisition of StoneCastle II-65 Susquehanna Bancshares Announces Acquisition of Stratton Holding II-65 BlackRock Acquires Stake in DSP Merrill Lynch II-66 EFG Acquires Marble Bar Asset Management II-66 Wilmington Trust Acquires UBS Fiduciary Trust II-66 Petershill Fund Offshore Acquires Stake in Longacre Fund Management II-66 Société Générale Division Acquires Stake in Rockefeller Financial Services II-66 Friedman Fleischer & Lowe to Take Over Loring Ward International II-66 Forward Management to Take Over Accessor Capital Management II-67
Financial Management Advisors Takes Over First Western Financial Inc. II-67 Australian Wealth Management to Take Over Ord Minnett Ltd II-67 Royal Bank of Canada Takes Over OShaughnessy II-67 Santander to Acquire Banco Real II-67 Kyobo Life and AXA IM Establish South Korean JV II-67 MFC Asset Management and Citibank Enter Into Partnership II-68 7. FOCUS ON SELECT PLAYERS II-69 AXA Group (France) II-69 AllianceBernstein L.P (US) II-69 Allianz Group (Germany) II-69 Blackrock, Inc. (US) II-70 BNP Paribas (France) II-70 BNY Mellon Asset Management (US) II-71 Crédit Agricole SA (France) II-71 Credit Suisse Group AG (Switzerland) II-71 Deutsche Bank AG (Germany) II-72 Fidelity Investments, Ltd (US) II-72 HSBC Holdings Plc (UK) II-73 JPMorgan Chase & Co. (US) II-73 J.P. Morgan Asset Management (US) II-73 Legg Mason, Inc (US) II-73 Merrill Lynch & Co., Inc (US) II-74 Natixis SA (France) II-74 Northern Trust Corporation (US) II-75 State Street Global Advisors (US) II-75 The Capital Group Companies, Inc (US) II-75 The Goldman Sachs Group, Inc (US) II-76 The Vanguard Group, Inc (US) II-76 UBS AG (Switzerland) II-76 8. GLOBAL MARKET PERSPECTIVE II-77 Table 11: World Recent Past, Current & Future Analysis for Asset Management by Geographic Region - US, Japan, Europe, Singapore, Australia, Korea, India, China, and Rest of World Markets Independently Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) II-77 Table 12: World 10-Year Perspective for Asset Management by Geographic Region - Percentage Breakdown of Assets Under Management (AUM) Value for US, Japan, Europe, Singapore, Australia, Korea, India, China, and Rest of World Markets for Years 2006, 2009 and 2015 (includes corresponding Graph/Chart) II-78
III. MARKET 1. THE UNITED STATES III-1 A.Market Analysis III-1 Outlook III-1 Retirement Plan Assets - An Overview III-1 Table 13: Retirement Plans Market in the US (2007): Percentage Share Breakdown of Investments for Equities, Bonds, Alternative Assets and Others (includes corresponding Graph/Chart) III-1 Use of Derivatives in Pension Funds III-2 Wealth Management Industry III-2 Expanding Presence of Online Investor Community III-2 RIA Firms - A Threat to Large Wealth Management Entities III-3 Strategies to Counter Competition III-3 Economic Slump - Testing Times for Asset Management Companies III-3
Table 14: % Change in Assets Under Management (Value) of Select US Asset Managers (2008) (includes corresponding Graph/Chart) III-3 Product Launches III-4 Strategic Corporate Developments III-5 Key Players III-21 AllianceBernstein L.P III-21 Blackrock, Inc. III-22 BNY Mellon Asset Management III-22 Fidelity Investments, Ltd III-23 JPMorgan Chase & Co. III-23 J.P. Morgan Asset Management III-23 Legg Mason, Inc. III-23 Merrill Lynch & Co., Inc. III-24 Northern Trust Corporation III-24 State Street Global Advisors III-24 The Capital Group Companies, Inc III-25 The Goldman Sachs Group, Inc III-25 The Vanguard Group, Inc III-25 B.Market Analytics III-26 Table 15: US Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-26 2. JAPAN III-27 A.Market Analysis III-27 Outlook III-27 Asset Management Industry - An Overview III-27 Credit Crunch & Asset Management Industry III-28 Asset Management Firms in Japan III-28 Table 16: Japanese Asset Management Industry (2007): Percentage Share Breakdown of Revenues for Public Investment Trusts, Investment Advisors, Trust Banks, Private Investment Trusts, and Life Insurers (includes corresponding Graph/Chart) III-28 Pension Funds Market III-29 Corporate Pension Assets III-29 Table 17: Corporate Pension Plan Assets in Japan (2008): Percentage Share Breakdown of Asset Value by Scheme for DB Corporate Pension Plans, Employees’ Pension Funds, Tax Qualified Pension Plans, and Others (includes corresponding Graph/Chart) III-29 Public Pension Assets III-29 Comparing Investment Trusts Business with Investment Advisories III-30 Table 18: Japanese Investment Trust and Investment Advisory Businesses (2009): Percentage Share Breakdown of Total Costs for Front Office, Back Office, Middle Office Sales and Marketing, IT Systems and Corporate Overheads (includes corresponding Graph/Chart) III-30 Consolidation Gathers Momentum III-30 Competitive Scenario III-31 Strategic Corporate Developments III-31 Key Players III-33 Daiwa Asset Management Co. Ltd III-33 Nikko Asset Management Co Ltd III-33 Nomura Asset Management Co., Ltd III-33 B.Market Analytics III-34 Table 19: Japanese Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-34
3. EUROPE III-35 A.Market Analysis III-35 Outlook III-35 European Asset Management Industry: An Introduction III-35 At a Glance III-36 Impact of Economic Crisis on Europe III-36 Organization of European Asset Management Industry III-36 Table 20: European Asset Management (2009): Percentage Share Breakdown of Number of companies (by Parent Group Categories) in Select Countries (includes corresponding Graph/Chart) III-37 Product Analysis: Investment Funds Vs. Discretionary Mandates III-37 Investment Funds III-37 Discretionary Mandates III-38 European Asset Management Industry - Client Profile III-38 Clients & Services of Asset Managers III-39 Table 21: European Asset Management Industry (2009): Percentage Share Breakdown of AuM by Client Type (Institutional and Retail) for Austria, Belgium, France, Germany, Greece, Hungary, Italy, Portugal, UK, and Europe (includes corresponding Graph/Chart) III-39 Asset Allocation by the Industry - Preference for Bonds III-40 Table 22: Asset Allocation in the Europe (2008): Percentage Share Breakdown of Assets Under Management (AUM) by Investment Type for France, Germany, Italy, UK, Belgium, and Total Europe (includes corresponding Graph/Chart) III-40 Retirement Provisions - A Critical Segment of the Financial Industry III-41 Strategic Corporate Developments III-41 B.Market Analytics III-43 Table 23: European Recent Past, Current & Future Analysis for Asset Management by Geographic Region - France, Germany, Italy, UK, Belgium, Rest of Europe Markets Independently Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-43 Table 24: European 10-Year Perspective for Asset Management by Geographic Region - Percentage Breakdown of Assets Under Management (AUM) Value for France, Germany, Italy, UK, Belgium, Rest of Europe Markets for Years 2006, 2009 and 2015 (includes corresponding Graph/Chart) III-44 Table 25: European Recent Past, Current & Future Analysis for Asset Management by Product Segment - Discretionary Mandate and Investment Funds Markets Independently Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-45 Table 26: European 10-Year Perspective for Asset Management by Geographic Region - Percentage Breakdown of Assets Under Management (AUM) Value for Discretionary Mandate and Investment Funds Markets for Years 2006, 2009 and 2015 III-45 3A. FRANCE III-46 A.Market Analysis III-46 Outlook III-46 France - A Major European Asset Management Market III-46 At a Glance III-46 Role of Asset Management Firms in France III-47 Investment Services Offered by French Asset Management Firms III-47 Implementing Asset Management in France III-48 Retirement Provision in France III-48
Product Launches III-49 Strategic Corporate Developments III-49 Key Players III-50 AXA Group III-50 BNP Paribas III-50 Crédit Agricole SA III-51 Natixis SA III-51 B.Market Analytics III-52 Table 27: French Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-52 3B. GERMANY III-53 A.Market Analysis III-53 German Asset Management Industry III-53 At a Glance III-53 Strategic Corporate Developments III-53 Key Players III-54 Allianz Group III-54 Deutsche Bank AG III-55 B.Market Analytics III-56 Table 28: German Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-56 3C. ITALY III-57 A.Market Analysis III-57 Overview of Asset Management Industry III-57 Highlights III-57 Strategic Corporate Developments III-57 B.Market Analytics III-58 Table 29: Italian Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-58 3D. THE UNITED KINGDOM III-59 A.Market Analysis III-59 Assets Under Management - Current Scenario III-59 Highlights III-59 Table 30: Funds Under Management in the UK (2008): Percentage Share Breakdown by Source for Institutional Funds, Retail Funds, Alternative Funds, and Private Clients (includes corresponding Graph/Chart) III-60 Impact of Global Credit Crisis III-60 Wealth Management Market - An Overview III-60 Growth Drivers for Wealth Management Market III-61 Pensions Market in the UK - An Insight III-61 Table 31: Pensions Market in the UK (2007): Percentage Share Breakdown of Assets Under Management (AUM) for Occupational Schemes (Defined Benefit and Defined Contribution), Pension Insurance Contract, and Personal Pension Assets (includes corresponding Graph/Chart) III-61 Strategic Corporate Developments III-61 Key Player III-65 HSBC Holdings Plc III-65 B.Market Analytics III-66 Table 32: UK Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-66
3E. BELGIUM III-67 Market Analysis III-67 Table 33: Belgian Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-67 3F. REST OF EUROPE III-68 A.Market Analysis III-68 Strategic Corporate Developments III-68 Key Players III-71 Credit Suisse Group AG (Switzerland) III-71 ING Group N.V (The Netherlands) III-71 UBS AG (Switzerland) III-72 B.Market Analytics III-72 Table 34: Rest of Europe Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-72 4. ASIA-PACIFIC III-73 An Insight into Asia-Pacific Investment Management Market III-73 Highlights III-73 Economic Crisis - A Blessing in Disguise for Asset Managers III-73 Demographic Trends to Lead Market Growth III-74 Market Liberalization and Reforms III-74 Hedge Fund Managers Move Towards Asia III-74 Hurdles in Growth of Asset Management Industry III-75 5. AUSTRALIA III-76 A.Market Analysis III-76 Asset Management Market - An Insight III-76 Table 35: Leading Asset Managers in Australia (2008): Ranked by Total Asset Value for Colonial First State, Macquarie Bank Group, AMP, NAB/MLC, QIC, Westpac/BT, Suncorp Metway, Perpetual, and Challenger Financial (includes corresponding Graph/Chart) III-76 Alternative Assets Management Market III-76 Table 36: Leading Alternative Asset Managers in Australia (2008): Ranked by AUM for Macquarie Group Limited, Colonial First State Global AM, AMP Capital Investors, Macquarie Group Limited, Industry Funds Management, QIC, Lend Lease Corporation, Dexus Property Group, Industry Funds Management, and The GPT Group (includes corresponding Graph/Chart) III-77 Superannuation Industry in Australia III-78 Table 37: Superannuation Market in Australia (As of December 2008): Percentage Share Breakdown of Asset Value for AMP Group, National Australia / MLC Group, Commonwealth/ Colonial Group, ING Australia Group, BT Financial Group, AXA Australia Group, and Others (includes corresponding Graph/Chart) III-78 Strategic Corporate Developments III-78 B.Market Analytics III-79 Table 38: Australian Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-79 6. CHINA III-80 A.Market Analysis III-80 Outlook III-80
Asset Management Industry in China - An Overview III-80 Table 39: China’s Financial Assets (2006): Percentage Share Breakdown of Allocation for Deposits, Stocks, Cash, Insurance, and Bonds (includes corresponding Graph/Chart) III-80 Leading Asset Managers in China III-81 Table 40: Leading Asset Managers Domiciled in Mainland China (2008) - Ranked by Asset Value for China Asset Management, Harvest Fund Management, Bosera Fund Management, E Fund Management, China Southern Fund, Da Cheng Fund Management, and Hua An Fund Management (includes corresponding Graph/Chart) III-81 Pension Provision in China - An Overview III-81 Wealth Management Market - An Insight III-82 Growth Drivers for China’s Wealth Management Industry III-82 Challenges Facing China’s Wealth Management Industry III-83 Hong Kong III-83 Table 41: Fund Management Business in Hong Kong (2008): Percentage Share Breakdown of Revenues for Asset Management, Fund Advisory Business, and Other Private Banking Business (includes corresponding Graph/Chart) III-83 Table 42: Fund Management Business in Hong Kong (2008): Percentage Share Breakdown of Revenues by Source of Fund for Licensed Corporations, Registered Institutions, and Insurance Companies (includes corresponding Graph/Chart) III-84 Strategic Corporate Developments III-84 B.Market Analytics III-86 Table 43: Chinese Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-86 7. INDIA III-87 A.Market Analysis III-87 Outlook III-87 Asset Management in India - An Introduction III-87 At a Glance III-88 Fund Manager Pay Packets Get Bigger III-88 Wealth Management Market III-88 Pension Funds Market III-89 Mutual Funds Market III-89 Table 44: Indian Mutual Funds Industry - Per Capita Assets Under Management (in US$) for Singapore, Brazil, UK and India (includes corresponding Graph/Chart) III-89 Factors Driving Growth of Mutual Funds Industry III-90 Factors Inhibiting Growth of Mutual Funds III-91 Investor Profile III-91 Trends in Mutual Fund Industry III-91 Table 45: Indian Mutual Funds Market (2009E): Percentage Share Breakdown of Assets Under Management by Sector for Debt Funds, Equity Funds, Money Market Funds, and Others (includes corresponding Graph/Chart) III-92 Distribution Channels Vary for Domestic and Foreign Players III-92 Strategic Corporate Developments III-92 B.Market Analytics III-95 Table 46: Indian Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-95 8. SOUTH KOREA III-96 A.Market Analysis III-96 Strategic Corporate Developments III-96
B.Market Analytics III-98 Table 47: Korean Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-98 9. SINGAPORE III-99 A.Market Analysis III-99 Overview of Asset Management Market III-99 Table 48: Funds Invested in Singapore’s Asset Management Industry (2008): Percentage Share Breakdown of Total Assets Under Management (AuM) for Equities, Bonds, Collective Investment Schemes (CIS), Alternatives, and Cash/Money Market (includes corresponding Graph/Chart) III-99 Table 49: Funds Investment in Singapore (2008): Percentage Share Breakdown of Assets Under Management (AuM) by Region/Country for Asia-Pacific, Europe, US and Others (includes corresponding Graph/Chart) III-100 B.Market Analytics III-100 Table 50: Singaporean Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-100 10. REST OF WORLD III-101 A.Market Analysis III-101 Outlook III-101 Canada III-101 Growth in Pension Fund Earnings III-101 Brazil III-101 Table 51: Asset Management Industry in Brazil (2008): Percentage Share Breakdown of Investments for Fixed Income, Multimercados (Hedge Funds), Money Market, Equity, Retirement Plans, and Others (includes corresponding Graph/Chart) III-102 Table 52: Asset Management Industry in Brazil (2008): Percentage Share Breakdown of Investments by Client Type for Institutional, Retail, Corporate, Private, and Others (includes corresponding Graph/Chart) III-102 The Middle East III-102 Asset Management Market Holds Vast Potential III-102 Lack of Diversification Hurts Islamic Fund Products III-103 Untapped Pool Funds - Area of Growth in GCC Market III-103 Product Launches III-104 Strategic Corporate Developments III-104 B.Market Analytics III-109 Table 53: Rest of World Recent Past, Current & Future Analysis for Asset Management Analyzed with Assets Under Management (AUM) in US$ Billion for Years 2006 through 2015 (includes corresponding Graph/Chart) III-109
IV. COMPETITIVE LANDSCAPE Total Companies Profiled: 266 (including Divisions/Subsidiaries - 297) --------Region/Country Players --------The United States 117 Canada 12
Japan 9 Europe 90 France 6 Germany 3 The United Kingdom 58 Italy 1 Spain 1 Rest of Europe 21 Asia-Pacific (Excluding Japan) 54 Latin America 2 Middle-East 8 Africa 3 Caribbean 2 ---------
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