Asset Management Competitor Tracker, Q2 2009
Datamonitor
August 4, 2009 34 Pages - SKU: DFMN2405246
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Introduction
This monthly tracker covers product innovation, customer targeting, M&A, partnerships and organic growth activity globally in the asset management space.
Reasons to Purchase- Track the strategic developments announced by your key competitors.
- Assess which geographies and strategic areas are seeing the most activity.
Please note: this is delivered as a Zip file.
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- Overview
- Catalyst
- Summary
- Methodology
- Table of Contents
- 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 49 competitors
- Datamonitor's asset management team provides analysis of the key developments
- A fully searchable database containing the past 12 months of developments is also delivered alongside the report
- KEY TRENDS AND DEVELOPMENTS IN Q2 2009
- Although the asset management industry remains depressed, positive signs begin to emerge
- Q2 2009 registered 57 competitor developments
- Capital constraints and low profitability inhibit consolidation and force asset managers to bide their time
- In June 2009, M&A levels were the second lowest for the year and there was only one organic growth development in Q2
- Q2 sees product innovation remain prominent and a return to customer targeting
- Product innovation and exchange traded funds
- Market activity returns to the core economic regions of Europe and North America, while some firms are embracing the developing market opportunities
- Product innovation and customer targeting
- Aviva
- Hibernian Aviva launches an array of funds for Irish customers - May 09
- Aviva enhances its retirement products - May 09
- Hibernian Aviva introduces fixed rate deposit fund for pension investors - June 09
- Bank of New York Mellon
- Pershing launches start-up simulator tool and a guidebook for hedge fund consulting services - April 09
- Mellon Asset Management introduces an emerging markets equity fund managed by Blackfriars Asset Management - May 09
- BNY Mellon Pershing announces the addition of three fund companies to FundVest - May 09
- BNY Mellon Pershing adds seven fund companies to Nexus Funds - May 09
- Barclays
- Barclays introduces three year fixed rate savings bond - May 09
- BNP Paribas
- Harewood Asset Management announces the launch of Harewood Euro Long-Dividends - May 09
- Harewood Asset Management introduces Harewood Quant' Guru Europe Equity fund - June 09
- Citigroup
- Citi announces the launch of hedge fund middle office services - May 2009
- Citi launches Easypay and Growth - May 09
- Citi announces the launch of fund governance portal - June 09
- Citi partners with AEGON Subsidiary TKP Investments to launch its advanced pooling solution - June 09
- Credit Suisse
- Credit Suisse launches a new global macro replication index - April 09
- Deutsche Bank
- Deutsche Bank introduces Platinum IV enhanced US treasury fund - April 09
- Deutsche Bank announces the launch of a three year USD bond in Taiwan - May 09
- Deutsche Bank announces the issue of Pfandbrief bond - June 09
- Deutsche Bank inaugurates UCITS III CROCI carbon funds - June 09
- Franklin Templeton
- Franklin Templeton announces mutual international fund - May 09
- Goldman Sachs
- Goldman Sachs Asset Management raises $5.5 billion from GS Vintage Fund V - April 09
- Goldman Sachs Asset Management introduces credit strategies fund - June 09
- Henderson Global Investors
- Henderson inaugurates Central London Office Fund II - May 09
- Intesa Sanpaolo
- Intesa Sanpaolo announces two venture capital funds for business innovation and development - May 09
- Invesco
- Invesco PowerShares announces modifications in ETF portfolio - May 09
- Morgan Stanley
- Morgan Stanley Fund Services announces the introduction of Stratum - June 09
- Pictet & Cie
- Pictet & Cie introduces PF (Lux)-agriculture fund - May 09
- M&A, Partnerships and Organic Growth
- Allianz
- Allianz and ICBC announce the completion of share transfer - April 09
- Allianz sets up an asset management joint venture company in India - April 09
- Bank of New York Mellon
- AdvisorShares ETF Trust appoints BNY Mellon Asset Servicing to provide services - April 09
- Christian Brothers selects BNY Mellon Asset Servicing to provide fund services - June 09
- BNY Mellon enters into a new partnership with Sumitomo Mitsui Asset Management - May 09
- Barclays
- Barclays announces the sale of iShares - April 09
- BlackRock
- Barclays' board accepts BlackRock's offer to acquire BGI - June 09
- Citigroup
- Majad Al Futtaim Asset Management selects Citi to provide fund services - June 09
- Commerzbank
- Dresdner Bank merged into Commerzbank - May 09
- Credit Suisse
- Credit Suisse and Woori Financial Group end their partnership - April 09
- Fortis
- Fortis holdings announce closure of transactions - May 09
- HSBC
- HSBC to increase its stake in Investsmart - June 09
- JPMorgan Chase
- JPMorgan China opens branch in Guangzhou- May 09
- Arden to manage fund of funds portfolio for JP Morgan's Investment Bank - June 09
- Julius Baer
- Julius Baer to acquire Alpha SIM - May 09
- GAM to acquire Augustus Asset Managers - April 09
- Old Mutual
- Old Mutual not to acquire ABN AMRO TEDA Fund Management - May 09
- UBS
- UBS disposes UBS Pactual for around $2.5 billion (CHF2.8 billion) - April 09
- State Street
- Caxton Associates selects State Street to provide hedge fund administration - June 09
- Société Générale
- Société Générale asset management completes the sale of SGAM UK - April 09
- Bibliography
- Appendix
- Methodology
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
- List of Tables
- Table 1: The 49 companies covered by Datamonitor's Asset Management Competitor Tracker
- List of Figures
- Figure 1: Total developments remain roughly constant
- Figure 2: Competitor developments remain extremely low, but retain a more even split by type
- Figure 3: M&A, partnerships and organic growth split: M&A remains sluggish with almost non-existent organic growth
- Figure 4: Product innovation and customer targeting split: product innovation dominates, although some customer targeting was seen in Q2 2009
- Figure 5: The product innovation split reveals the rising importance of delivery: trading platforms and support services are on the rise
- Figure 6: Q2 market activity was focused within Asia, Europe and North America
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