Western European Asset Management Database

This publication has been discontinued on July 19, 2011.

Introduction

Abstract

Overview

Introduction

The current market instability has important implications for asset managers across Western Europe; this database and accompanying trends report provide a definitive guide to the financial asset holdings of households, non-financial institutions and insurance companies/pension funds on a country-by-country basis from 2002-7.

Reasons to Purchase

• Assess your target client base' s liquid asset holdings by product sector to identify which innovative product launches will be most effective
• Identify which product sectors your target client base is investing in, and disinvesting from, to see the important shifts in investment behaviour
• Compare your target client base' s importance across countries to assess where your resources in targeting new clients will most pay off

Table of Contents

• Overview
  • Catalyst
  • Summary
• COUNTRY OVERVIEW
  • France
    • French investors have over one third of their portfolios in unquoted shares
    • French investors have moved into bonds and deposits
    • Households and non-financial corporations hold the lion' s share of financial assets
    • Insurance companies in France have been putting a lot of new money into financial assets
    • Competitor analysis
      • French asset managers have been bringing innovative products to market
    • The sell off in French mutual funds has continued into 2008
  • Germany
    • German investors hold significant deposits and equity holdings
    • German investors have moved out of equities
    • Non-financial corporations represent a significant customer segment in Germany
    • Asset managers should target the households customer segment
    • Competitor analysis
      • Asset managers in Germany have brought a wide range of products to market in 2008
    • A change in regulation has caused a short-term spike in demand for equities
  • Italy
    • Italian investors hold the largest part of their portfolios in unquoted shares
    • Italian investors have moved out of mutual funds and into bonds
    • Households are by far the biggest customer base for asset managers
    • Retail investors continue to plow money into their portfolios
    • Competitor analysis
      • Asset managers have launched a variety of very different funds in Italy during 2008
    • In 2008 the mutual funds sell off has continued apace
  • Spain
    • Spanish investors hold the largest share of their portfolios in unquoted equities and deposits
    • Spanish investors have moved out of mutual funds and into deposits
    • Households and NPISHs hold the bulk of the financial assets in Spain
    • Asset managers have had to deal with marked reductions in inflows during 2007
    • Competitor analysis
      • Asset managers in Spain have launched a large number of guaranteed funds
    • Investors have sought out defensive products in 2008
  • The UK
    • UK investors have a large part of their portfolios in life and pensions
    • Investors have moved out of equities and into deposits
    • Households are the biggest customer segment in the UK
    • Customer segments continue to add to their portfolios
    • Competitor analysis
      • Asset managers have focused on emerging markets and bonds in recent fund launches
    • Investors have sought out defensive products in 2008
• APPENDIX
• Western European Asset Management database 2008
  • Database content
  • Historic Data Collection
    • France
    • Germany
    • Italy
    • Spain
    • Sweden
    • UK
  • Bibliography
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer
  • List of Tables
• Table 1: Financial assets by sector (all customer segments)
• Table 2: Financial asset net inflows by sector (all customer segments)
• Table 3: Financial assets by customer segment
• Table 4: Financial asset net inflows by customer segment
• Table 5: Select product launches in France, 2008
• Table 6: Financial assets by sector (all customer segments)
• Table 7: Financial asset net inflows by sector (all customer segments)
• Table 8: Financial assets by customer segment
• Table 9: Financial asset net inflows by customer segment
• Table 10: Select product launches in Germany, 2008
• Table 11: Financial assets by sector (all customer segments)
• Table 12: Financial asset net inflows by sector (all customer segments)
• Table 13: Financial assets by customer segment
• Table 14: Financial asset net inflows by customer segment
• Table 15: Select product launches in Italy, 2008
• Table 16: Financial assets by sector (all customer segments)
• Table 17: Financial asset net inflows by sector (all customer segments)
• Table 18: Financial assets by customer segment
• Table 19: Financial asset net inflows by customer segment
• Table 20: Select product launches in Spain, 2008
• Table 21: Financial assets by sector (all customer segments)
• Table 22: Financial asset net inflows by sector (all customer segments)
• Table 23: Financial assets by customer segment
• Table 24: Financial asset net inflows by customer segment
• Table 25: Select product launches in the UK, 2008
  • List of Figures
• Figure 1: Unquoted equities are dominant in France, 2007
• Figure 2: French investors are increasingly attracted to bonds and deposits
• Figure 3: Non-financial institutions and households each have 40% of the assets invested in France
• Figure 4: All three segments have contributed strong inflows
• Figure 5: A wide variety of different funds have been launched in France during 2008
• Figure 6: Deposits are the single largest asset class in Germany, 2007
• Figure 7: Deposits have been growing strongly in Germany
• Figure 8: Households and NPISH are the single largest customer segment
• Figure 9: Households and NPISHs have recorded strong inflows
• Figure 10: Innovation has been key in new product launches
• Figure 11: Unquoted shares represent the single largest product type, 2007
• Figure 12: Italian investors have put large amounts of money into bonds over the past five years
• Figure 13: Households and NPISHs hold the most financial assets in Italy
• Figure 14: Households have attracted strong flows of late
• Figure 15: A range of different funds have been launched in Italy during 2008
• Figure 16: Spanish investors are heavily into equities and deposits, 2007
• Figure 17: Spanish investors are moving out of mutual funds and increasingly into deposits
• Figure 18: Households dominate asset investments in Spain
• Figure 19: Net inflows have been consistent for households in Spain
• Figure 20: Select product launches in Spain, 2008
• Figure 21: Life and pensions products were the most significant element in UK portfolios, 2007
• Figure 22: UK investors have been net sellers of equities (quoted) during the last three years
• Figure 23: Households and NPISHs are the largest customer segments for asset managers
• Figure 24: Non-financial corporations have seen strong inflows
• Figure 25: Bonds and EMEA funds have been the focus of attention

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