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UCITS III Barriers And Opportunities In European Asset Management

Datamonitor
July 24, 2006
56 Pages - SKU: DFMN1344062

Abstract Table of Contents Search inside this report Related Reports

Countries covered: Europe

Introduction

The report identifies key variations in UCITS III regulation implementation and competitive developments that are holding back or spurring on the UCITS fund market growth and presents readers with insight into how best to approach these fast growing markets.

Scope

Covers the entire European funds market with particular focus on the top eight markets;
Provides both historic market sizing data for the whole of Europe and provides forecast profiles for seven selected markets;
Covers regulatory and competitive developments across Europe.

Highlights

By the end of 2005, UCITS funds accounted for 70% of the total fund industry in Europe in terms of the number of funds available. Net inflows are even more weighted towards the UCITS side of the market, suggesting that UCITS' popularity with investors was greater than that of non-UCITS in 2005.

Many fund managers believe that the current legislation brought in under UCITS III does not do enough to create a truly unified, harmonized single European market. They are concerned that several important goals such as cross-border mergers, and the pooling of investor assets across borders, will not be feasible without further amendments.

Reasons to Purchase

Gain insight into the current situation in Europe with regard to UCITS III;
Use the report to assess potential opportunities and threats resulting from UCITS III regulation and appropriate responses;
Understand the potential development of the UCITS market in Europe over the next five years.

EXECUTIVE SUMMARY: Introduction; Sizing the UCITS market; Implementation: European overview; Competitor dynamics; Key conclusions; The future decoded
CHAPTER 1 INTRODUCTION: What is this report about?; Who is the target reader?; How to use this report
CHAPTER 2 SIZING THE UCITS MARKET: Introduction; Key findings; By the end of 2005 there were 30,831 UCITS funds in Europe, collectively worth just over EUR5tn; UCITS funds account for 70% of all funds in Europe and 79% of all assets held in funds; Equity funds are the most popular form of UCITS in terms of net assets; Data tables
CHAPTER 3 IMPLEMENTATION: EUROPEAN OVERVIEW: Introduction; Key findings; Individual states' UCITS III implementation underpins European hopes for a standardized financial market
CHAPTER 4 COMPETITIVE DYNAMICS: Introduction; Key findings; Increasing investment possibilities have transformed the UCITS market; UCITS III remains an unsatisfactory option for some due to its requirements and limitations; NURS threatens the success of UCITS funds in the UK
CHAPTER 5 KEY CONCLUSIONS: Introduction; Key findings; Derivatives used to create absolute returns and increasing complexity will be the key directions in product development; UCITS III presents significant opportunities for fund managers in Europe; Fund managers face several challenges in their bid to launch successful pan-European funds
CHAPTER 6 THE FUTURE DECODED: Introduction; Key findings; The UCITS market is forecast to grow significantly between 2005 and 2010; Data tables
APPENDIX: Definitions; Further reading; SPP writing team
List of Tables: Table 1: Number of UCITS funds investing in transferable securities and money market instruments in Europe; Table 2: Net assets of UCITS funds investing in transferable securities and money market instruments in Europe; Table 3: Total funds and net assets held in the European fund industry,; Table 4: Forecast growth of UCITS assets 2005-2010; Table 5: Forecast growth of non-UCITS assets 2005-2010; Table 6: Forecast share of total mutual funds market 2005-2010
List of Figures: Figure 1: France and Luxembourg together account for almost half of all UCITS funds in Europe; Figure 2: Luxembourg and France dominate net funds assets invested in UCITS in Europe; Figure 3: On average UCITS funds hold more assets than non-UCITS, as well as dominating the European market; Figure 4: Equity funds account for over a third of the European UCITS market; Figure 5: The UCITS markets in Belgium and Luxembourg are forecast to double in size between 2005 and 2010; Figure 6: The German non-UCITS market is forecast to grow significantly while others will see falls in value

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UCITS III Barriers And Opportunities In European Asset Management

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