Asset Management Competitor Tracker: Q3, 2010

Date: November 1, 2010
Pages: 33
Price:
US$ 2,795.00
Publisher: Datamonitor
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: A8DEC7341E3EN
Leaflet:

Download PDF Leaflet

Asset Management Competitor Tracker: Q3, 2010
Introduction

The Asset Management Competitor Tracker provides expert analysis and opinion on the strategic moves of leading competitors in the asset management space. Produced on a quarterly basis, the Tracker is a global product and covers over 45 players and their associated brands, including BNP Paribas, BNY Mellon, Commerzbank, HSBC, Rabobank and Schroders.

Features and benefits
  • Gain invaluable information on your key competitors in one concise document, and track long-term trends using the interactive news database.
  • Sharpen your strategy by implementing the best market, product, competitor and strategic developments of leading global players.
  • Learn the Datamonitor Wealth & Investments Team's view on the most important competitor developments in the month.
Highlights

The third quarter of 2010 saw a decrease in competitor developments compared to the previous two quarters. The number of developments stood at 57, which was significantly down on the first quarter high of 101 competitor movements.

The majority of competitor developments during the quarter were related to M&A, Partnership and Organic Growth developments. One example of a key development this quarter includes BNY Mellon's acquisition of BHF Asset Servicing.

Your key questions answered
  • What have been the key product developments and innovations amongst my competitors?
  • Which regions have experienced the most competitor activity?
OVERVIEW

Catalyst
Summary
Methodology

INTRODUCTION

The Asset Management Competitor Tracker provides both one-month and 12-month views of developments
  Each quarter, Datamonitor tracks the most relevant announcements from 48 competitors
  Datamonitor’s Asset Management Team provides analysis of the key developments
  A fully searchable database of the past 12 months of developments is also delivered alongside the report

KEY TRENDS AND DEVELOPMENTS IN Q3 2010

The number of developments in the asset management industry was lower in Q3 compared to the previous two quarters
  Competitor developments numbered 57 in Q3 2010
  M&A, partnerships and organic growth accounted for the majority of activity in Q3 2010
  Western Europe remains the most active region for asset management developments

PRODUCT INNOVATION AND CUSTOMER TARGETING

Aviva
  Aviva announces the launch of Aviva Lisséo Duo Septembre 2011 – September 2010
Barclays
  Barclays launches the market-linked Wealthbuilder Bond – September 2010
BNP Paribas
  BNP Paribas Securities Services launches Chinese yuan bonds in Hong Kong – September 2010
BNY Mellon
  BNY Mellon’s new approach attracts corporate pension plans – July 2010
  BNY Mellon provides services for exchange-traded fund short positions – July 2010
  BNY Mellon Asset Management launches a new global bond fund – September 2010
  BNY Mellon Asset Management launches a new global equity fund – September 2010
Citibank
  Citi launches support services for hedge funds and private equity funds – September 2010
Deutsche Bank
  Deutsche Bank announces launch of automated equity trading services – August 2010
Henderson
  Henderson extends its Central office Fund I – August 2010
  Henderson launches agriculture hedge fund – September 2010
  Henderson announces next fund targeting apartment properties - September 2010

HSBC

  HSBC France announces the launch of HSBC Cap 18 – July 2010
  HSBC launches new bond fund – July 2010
J.P. Morgan
  J.P. Morgan adds regulatory reporting capabilities for GASB 53 requirements – July 2010
  J.P. Morgan launches regulatory reporting capabilities for Money Market Funds – September 2010
Merrill Lynch
  Merrill Lynch launches an ETF algorithm for its clients – July 2010
Morgan Stanley
  Morgan Stanley and PSAM launch UCITS III Fund – August 2010
  Morgan Stanley introduces research application for iPad and iPhone – August 2010
Pictet
  Pictet launches a UCITS III-compliant environmental fund – August 2010
Rabobank
  Rabobank launches 100-year bond – September 2010
  Rabobank Pensioenfonds to reassess its investment portfolio – July 2010
Schroders
  Schroders to improve defined benefit schemes with Flight Path – September 2010
Société Générale
  Société Générale adds five new series of options on ETFs – July 2010

M&A, PARTNERSHIPS AND ORGANIC GROWTH

ABN Amro
  ABN Amro restructures business after merger – July 2010
Allianz
  Allianz Real Estate announces acquisition of retail assets from Aldi Süd – August 2010

AXA

  AXA renews agreement with BNP Paribas – August 2010
  AXA Asia Pacific Holdings extends response period for National Australian Bank – July 2010
BNP Paribas
  BNP Paribas Investment Partners launches investment forum with Erik Orsenna – July 2010
  BNP Paribas announces the migration of Banco Popolare di Milano's depository bank business – July 2010
  BNP Paribas announces investment in Irish windfarm – August 2010
  BNP Paribas Securities Services to reorganize its business – September 2010
  BNP Paribas Asset Management to divest stake in SYWG BNP Paribas – September 2010
Bank of New York Mellon
  BNY Mellon acquires PNC's Global Investment Servicing business – July 2010
  BNY Mellon Asset Servicing forms Global Financial Institutions Group – July 2010
  BNY Mellon to provide stress tests to OneAmerica funds – August 2010
  BNY Mellon acquires BHF Asset Servicing– August 2010
Citigroup
  Citi announces sale of stake in fund of funds and co-investments business – July 2010
  ZAO Citibank partners with Allianz ROSNO Asset Management – September 2010
Commerzbank
  Commerzbank launches joint brand with Dresdner Bank – September 2010
  Commerzbank divests its stake in Brazilian subsidiary to Scotiabank – September 2010
Deutsche Bank
  Deutsche Bank enters into partnership with Craigs Investment Partners – August 2010
  Deutsche Bank finalizes its takeover offer for Postbank – September 2010
Henderson Global Investors
  Henderson Global Investors divests stake in Brewery – September 2010
  Henderson acquires prime holding retail units in Maidenhead – August 2010

HSBC

  HSBC expands presence in India with acquisition of Royal Bank of Scotland’s local operations – July 2010
  HSBC partners with TOTSA for trading of energy-related products – July 2010

ING

  ING to sell its stake in Canadian property portfolio – August 2010
J.P. Morgan
  Mediolanum awards third-party securities lending mandate to J.P. Morgan – July 2010
  J.P. Morgan to deliver fund administration and prime custody services to AQR Capital Management – September 2010
Julius Baer
  Julius Baer further expands its footprint in Asia – September 2010
Lloyds Banking Group
  Lloyds Banking Group to sell integrated finance services to Cavendish Square Partners – July 2010
Old Mutual
  Old Mutual receives proposal to acquire controlling stake in Ned bank – August 2010
Santander
  Santander buys stake in Bank Zachodni WBK – September 2010
Schroders
  Standard Life selects Schroders’ funds for platforms – August 2010
Société Générale
  Société Générale to strengthen its presence in Poland – September 2010
  Société Générale Securities Services to provide asset management fund services to Credit Suisse – July 2010

APPENDIX

Methodology
Further reading
Ask the analyst
Datamonitor consulting
Disclaimer
Asset Management Competitor Tracker, Q1 2010 US$ 2,795.00 May, 2010 · 43 pages
Asset Management Competitor Tracker, Q2 2010 US$ 2,795.00 Aug, 2010 · 41 pages
Wealth Management Competitor Tracker: January 2011 US$ 2,795.00 Mar, 2011 · 29 pages
Wealth Management Competitor Tracker: February 2011 US$ 2,795.00 Apr, 2011 · 30 pages
Wealth Management Competitor Tracker: March 2011 US$ 2,795.00 May, 2011 · 31 pages

Ask Your Question

Asset Management Competitor Tracker: Q3, 2010
Company name*:
Contact person*:
Phone/fax*:
Email*:
Request invoice
Your enquiry: