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Investment Services: Market Research Report

December 2011 | 119 pages | ID: IF3F6B771D7EN
Global Industry Analysts, Inc

US$ 2,950.00

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The global outlook series on the Investment Services Industry provides a collection of statistical anecdotes, market briefs, and concise summaries of research findings.

Illustrated with 29 fact-rich market data tables, the report offers a rudimentary overview of the industry and highlights latest trends and demand drivers.

Regional markets briefly abstracted include the United States, Canada, Japan, France, UK, and Russia among others.

The report offers a compilation of recent mergers, acquisitions, and strategic corporate developments.

Also included is an indexed, easy-to-refer, fact-finder directory listing the addresses, and contact details of 336 companies worldwide.
1.INDUSTRY OVERVIEW

Alternative Investments Witness Rapid Growth
Hedge Funds Sector Growing Fast
Globalization Drives Industry Growth
Technology Advancements Spurs Productivity
Companies Include Financial Planning in Employee Benefits
Demographics Propel Investment Markets

2.INDUSTRY STRUCTURE

Investment Management Industry

Table 1. World Sovereign Wealth Fund Market (2011): Percentage Breakup by Region

Investment Banking & Brokerage Industry
Alternative Investments
Hedge Funds
Managed Futures
Exchange-Traded Funds
Separately-Managed Accounts
Private Equity

Table 2. Worldwide Private Equity Industry (2011): Percentage Breakdown of Investment by Region – Europe, US and Rest of World

3.A REVIEW OF INDUSTRY SEGMENTS

Asset Management Industry
Current Scenario

Table 3. Global Financial Services Market (2011): Percentage Breakdown of Assets Under Management by Type - Conventional Investment Management Assets, Non-Conventional Investment Management Assets and Private Wealth

Sector Gains Momentum
Retail Investors to Drive the Asset Management Industry
Factors Governing the Market
New Regulatory Requirements
Relationship between Asset Management Firms and Third Party Distributors
Governance Codes or Laws
Alternative Investments Drive Market Growth
Corporate Initiatives to Improve Performance
Expanding Operations
Mutual Funds Market – A Review
Net Assets of Mutual Funds Worldwide

Table 4. Global Mutual Funds Market (2011): Percentage Breakdown of Net Asset Value by Region – US, Europe and Rest of World

Market Drivers
Institutional Asset Management
Pension Funds Market
Financial Future Post Retirement – A Global Concern
Sector Gains Importance
Merger Funds
Investment Banking
Industry Overview
Sponsorships Drives Up the Investment Banking Sector

Table 5. Global Market for Leading Equity and Equity Linked Rights Issuer Advisers (2011): Percentage Breakdown of Market Share by Company

Underwriting - A Significant Contributor to Investment Banking Industry
Debt Underwriting
Equity Underwriting
M&A Advisory Business
Securities Industry
Alternative Investments
Hedge Funds
Investors in Hedge Funds Industry
Regional Landscape
Hedging Strategies
Types of Hedge Funds
Single-manager Funds
Funds of Hedge Funds (FOHFs)
Problems Faced by the Hedge Fund Industry
Strategies Adopted by Hedge Fund Industry
Private Equity

4.MERGERS AND ACQUISITIONS

5.STRATEGIC CORPORATE DEVELOPMENTS

6.PRODUCT LAUNCHES

A REGIONAL PERSPECTIVE

1.THE UNITED STATES

Investment Management

Table 6. Financial Services Market in the US (2011): Percentage Breakdown of Revenues by Sector – Bank, Insurance, Diversified Financials, and Securities
Table 7. US Financial Planning Services Market (2011): Percentage Breakdown of Number of Investors by Type of Investment Advisor Frequented
Table 8. US Financial Planning Services Market (2011): Percentage Breakdown of Equity and Bond Investors by Average Age of Decision Maker
Table 9. Equity and Bond Ownership Patterns in the United States (2011): Percentage Breakdown of Number of Households by Type of Investments

Market Outlook

Table 10. Portfolio of US Investment Companies (2011): Percentage Breakdown of Investment by Funds- Bond, Stock & Hybrid Funds, Money market Funds, Exchange-Traded Funds, Closed- End Funds and Unit Investment Trusts
Table 11. Mutual Funds Market in the US (2011): Percentage Breakdown by Purchase Channel – Inside Employer-Sponsored Retirement Plans; and Outside Employer-Sponsored Retirement Plans (Sales Force and Direct Market)

Money Market Funds
Retail Money Market Funds
Institutional Money Market Funds
Individual Retirement Accounts (IRAs)
Retirement Assets Market

Table 12. US Retirement Assets Market (2010): Percentage Breakdown of Assets by Plan Type

Motivation for an Extended Work Life
Effects of Departure from Work Life
Post Retirement Opportunities

Table 13. Asset Allocation of Pension Funds in the US (2011): Percentage Breakdown by Type –Equities, Bonds and Others

Investment Banking
US Regulators
Securities and Exchange Commission (SEC)
National Association of Securities Dealers (NASD)
US Securities Industry
Brokers/Dealers
Major Firms
Regional Brokers
New York City (NYC) Area Regionals
Discounters

2.CANADA

Table 14. Leading Mutual Fund Managers in Canada (2011): Percentage Breakdown of Assets Under Management for RBC Asset Management and Phillips Hager & North, TD Asset Management, Fidelity Investments Canada ULC, CIBC Asset Management, BMO Financial Group, Dynamic Mutual Funds, Scotia Asset Management, Invesco Trimark, Franklin Templeton and Others

Rising Popularity of Pension Plans among Women
Canadian Securities Industry
Integrated Firms
Retail Firms
Access to Capital for Businesses and Governments
The Increasing Importance of the Canadian Securities Industry
Outlook

3.JAPAN

Mutual Funds Market in Japan

Table 15. Mutual Funds Market in Japan 2010): Percentage Breakdown of Assets Under Management by Type of Parent Company – Securities Firms, Banks, Foreign Firms, Insurance Firms, and Independent Firms

Pension Funds Market
Corporate Pension Assets
Public Pension Assets

4.EUROPE

Investment Management
Cross-Border Funds and Increased Use of Internet Fuels Up the Asset Management Sector
Organization of European Asset Management Industry
Insurance Companies and Pension Funds- Largest Institutional Investors

Table 16. European Investment Fund Market (2011): Percentage Breakdown of Assets by Type
Table 17. Asset Under Management in Europe (2011): Percentage Breakdown of Market Share for UK, France, Germany, Italy, Belgium, Netherlands and Rest of Europe
Table 18. Asset Allocation in the Asset Under Management Market in Europe (2011): Percentage Breakdown by Category
Table 19. Asset Under Management Market in Europe (2011): Percentage Breakdown by Type of Client – Institutional and Retail
Table 20. Asset Management Companies in Europe (2011): Breakdown of Number of Companies by Country
Table 21. European Investment Fund Assets Market by Region (In US$ Billion)

Prospects
UCITS III Directive
Hedge Funds Review in Europe
Key Strategies

Table 22. Hedge Funds Market in Europe: Percentage Breakdown by Strategy

Regional Landscape
Leading European Mutual Fund Managers (2011): Ranked by AUM

4A.FRANCE

Potential Investors
Aging Population Provides Opportunity

4B.UNITED KINGDOM

Declining Wealth Management Market

4C.RUSSIA

Market Scenario
IPOs of Russian Companies

Table 23. Leading Equity Capital Bookrunners in Russia (2010): Breakdown of Deal Value in US$million

5.ASIA-PACIFIC

Asian Hedge Funds Industry

Table 24. Leading Investment Banking Firms in Asia-Pacific (2009): Percentage Share Breakdown of Net Revenues of Leading Players

Asian Money Managers by Non-Asian Equities

5A.AUSTRALIA

Hedge Funds
FOHFs – Play a Crucial Role

5B.CHINA

A Promising Investment Market

Table 25. Internet Banking Market in China (2011): Percentage Share Breakdown of Trade Value by Corporate and Personal Sectors

Guidelines for Investments in China
CEPA and Industry Development in China
Leading Asset Management Companies in China

5C.HONG KONG

Hong Kong Securities Industry
Service Providers

Table 26. Certified Financial Planner (CFP) Population in Hong Kong (2011): Percentage Breakdown of Number of Certified CFPs by Sector

5D.INDIA

Investment Market in India on a Growth Trajectory

Table 27. Indian Wealth Management Service Market (2011): Percentage Share Breakdown of Organized and Unorganized Sectors
Table 28. HNWI Wealth in India (2011): Percentage Breakdown of HNWI Financial Assets by Type of Investment
Table 29. HNWI Population in India (2011): Percentage Share Breakdown of Number of High-Net-Worth Individuals (HNWIs) by Age

5E.TAIWAN

New Rules for Mutual Funds
Global Directory


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