Asset Management Competitor Tracker, February 2008 : Market Research Report

Asset Management Competitor Tracker, February 2008

Published by: Datamonitor

Published: Apr. 23, 2008 - 29 Pages

Overview: Catalyst; Summary; Table of Contents; The Roundup; Mergers and acquisitions, partnerships and organic growth; M&A; Partnerships; Organic Growth; Product innovation and customer targeting; Product innovation; Hedge funds; Property investment; Ethical investments; Exchange traded funds; Customer targeting; Offshore; M&A, Partnerships and organic growth: The developments; BNP Paribas; Turkey: BNP Paribas collaborates with TEB on securities services (Partnership) - February 2008; Crédit Agricole; Saudi Arabia: Crédit Agricole engages in joint venture with Banque Saudi Fransi (Partnership) - February 2008; Australia: Crédit Agricole creates subsidiary to focus on institutional and multi-manager clients (Organic growth) - February 2008; Crédit Suisse; Australia: Crédit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008; Deutsche Bank; US: Deutsche Bank acquires hedge fund administrator HedgeWorks (M&A) - February 2008; Franklin Templeton; Vietnam: Franklin Templeton acquires stake in private equity investment company, Vietcombank Fund Management (M&A) - February 2008; HBOS; UK: Bank of Scotland and Oxford Investment launch co-investment program (Partnership) - February 2008; HSBC; France: HSBC receives offer for sale of French subsidiaries from Banque Fédérale des Banques Populaires (Divestment) - February 2008; Mellon Financial Corp.; US: Dreyfus Corporation and WisdomTree Investments partner over ETF products (Partnership) - February 2008; Morgan Stanley; Vietnam: Morgan Stanley receives approval for joint venture with Gateway Securities (Partnership) - February 2008; Santander; Brazil: Santander purchases ABN AMRO's asset management activities in Brazil (M&A) - February 2008; Société Générale; France: Société Générale to acquire former Capitalia Securities services business from UniCredit (M&A) - February 2008; Swiss Life; Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008; UBS; France: UBS completes acquisition of Caisse Centrale de Réescompte Group (M&A) - February 2008; Unicredit; Monaco: UniCredit sells Monaco branch to Compagnie Monégasque de Banque (Divestment) - February 2008
PRODUCT INNOVATION AND CUSTOMER TARGETING: THE DEVELOPMENTS: Amvescap; US: AIM Investments offers customized reports for defined contribution plans - (Product innovation) - February 2008; US: PowerShares India Portfolio ETF allows foreign investment in Indian equities (Product innovation) - February 2008; Aviva; UK: Morley launches logistics property fund with SachsenFonds (Product innovation) - February 2008; Bank of New York Mellon; US: BNY Mellon launches acquisition service (Customer targeting) - February 2008; Barclays; UK: Barclays launches investment ISA (Product innovation) - February 2008; Citigroup; Hong Kong: Citibank enhances online securities trading platform (Product innovation) - February 2008; Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a 'green' product (Product innovation) - February 2008; Deutsche Bank; UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product innovation) - February 2008; US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index (Product innovation) - February 2008; Franklin Templeton; US: Franklin Templeton launches India growth fund (Product innovation) - February 2008; Goldman Sachs; US/Global: Goldman Sachs introduces local emerging markets debt fund (Product innovation) - February 2008; US: Goldman Sachs launches tax-efficient equity fund (Product innovation) - February 2008; Henderson Global Investors; Global: Henderson launches Pan European active fund to take advantage of undervalued companies (Product innovation) - February 2008; Pictet & Cie; Hong Kong: Pictet & Cie targets retail investors with global theme funds (Customer targeting) - February 2008
APPENDIX: Methodology; Index of strategies by company; ABN AMRO; Netherlands: ABN AMRO receives permission for separation and sale to Fortis of asset management business (Divestment) - January 2008; Amvescap; US: Invesco's AIM Investments to reopen its European Fund to take advantage of market volatility (Product innovation) - January 2008; India: Invesco's PowerShares to list first Indian equity-based ETF (Product innovation) - January 2008; US: AIM Investments offers customized reports for defined contribution plans - (Product innovation) - February 2008; US: PowerShares India Portfolio ETF allows foreign investment in Indian equities (Product innovation) - February 2008; Aviva; Australia: Aviva adds portfolio weighting for tax efficiency on its Navigator platform (Product innovation) - January 2008; UK: Morley launches logistics property fund with SachsenFonds (Product innovation) - February 2008; Bank of New York Mellon; Brazil: Bank of New York Mellon acquires Brazil's ARX Capital Management (M&A) - January 2008; US: BNY Mellon launches acquisition service (Customer targeting) - February 2008; Barclays; UK: Barclays launches investment ISA (Product innovation) - February 2008; BNP Paribas; Canada: BNP subsidiary Innocap establishes family of synthetic trackers (Product innovation) - January 2008; Turkey: BNP Paribas collaborates with TEB on securities services (Partnership) - February 2008; Citigroup; China: Citibank and Legg Mason offer mutual funds in China (Partnership) - January 2008; Hong Kong: Citibank enhances online securities trading platform (Product innovation) - February 2008; Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a 'green' product (Product innovation) - February 2008; Credit Agricole; Saudi Arabia: Crédit Agricole engages in joint venture with Banque Saudi Fransi (Partnership) - February 2008; Australia: Crédit Agricole creates subsidiary to focus on institutional and multi-manager clients (Organic growth) - February 2008; Credit Suisse; Global/Switzerland: Credit Suisse, AIL and South Pole to launch carbon investment vehicle (Partnership) - January 2008; Australia: Crédit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008; Deutsche Bank; China: Deutsche Bank increases stake in Chinese funds management company Harvest (M&A) - January 2008; Germany/Global: Deutsche Bank creates global markets investment platform (Distribution) - January 2008; UK/US: Deutsche Bank targets investors with the launch of new ETFs (Customer Targeting) - January 2008; US: Deutsche Bank acquires hedge fund administrator HedgeWorks (M&A) - February 2008; UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product innovation) - February 2008; US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index (Product innovation) - February 2008; Dexia; Poland: Dexia Asset Management to open Warsaw branch (Organic Growth) - January 2008; Fortis; Netherlands: ABN AMRO's asset management division approved for demerger and subsequent sale to Fortis (Divestment) - January 2008; Belgium/Luxemburg: Fortis launches ABN AMRO 'green' investment note (Product innovation) - January 2008; Franklin Templeton; US: Franklin Templeton introduces international bond fund to US investors (Product innovation) - January 2008; Vietnam: Franklin Templeton acquires stake in private equity investment company, Vietcombank Fund Management (M&A) - February 2008; US: Franklin Templeton launches India growth fund (Product innovation) - February 2008; Goldman Sachs; US/Global: Goldman Sachs introduces local emerging markets debt fund (Product innovation) - February 2008; US: Goldman Sachs launches tax-efficient equity fund (Product innovation) - February 2008; HBOS; UK: Bank of Scotland and Oxford Investment launch co-investment program (Partnership) - February 2008; Henderson Global Investors; US: Henderson launches its first institutional fund for US investors (Customer targeting) - January 2008; UK/Global: Henderson aims at lower-end retail investors by reducing its multi-manager fund investment thresholds (Customer targeting) - January 2008; China/Asia: Henderson launches Chinese long/short fund using contracts for difference (Product innovation) - Jan 08; Global: Henderson launches Pan European active fund to take advantage of undervalued companies (Product innovation) - February 2008; HSBC; France: HSBC receives offer for sale of French subsidiaries from Banque Fédérale des Banques Populaires (Divestment) - February 2008; Julius Baer; Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product innovation) - January 2008; Morgan Stanley; US: Morgan Stanley acquires stake in venture capital firm NGEN Partners (M&A) - January 2008; Australia: Morgan Stanley launches new FX strategy (Product innovation) - January 2008; US/Global: Morgan Stanley launches global long/short fund of hedge funds (Product innovation) - January 2008; Vietnam: Morgan Stanley receives approval for joint venture with Gateway Securities (Partnership) - February 2008; Pictet & Cie; Hong Kong: Pictet & Cie targets retail investors with global theme funds (Customer targeting) - February 2008; Santander; Brazil: Santander purchases ABN AMRO's asset management activities in Brazil (M&A) - February 2008; Schroders; Global/Luxemburg: Schroders launches alternative investment product for institutional clients (Product innovation) - January 2008; Société Générale; France: Société Générale to acquire former Capitalia Securities services business from UniCredit (M&A) - February 2008; State Street; US: State Street expands custody and fund administration relationship with Columbia Management (Partnership) - January 2008; Swiss Life; Germany: Swiss Life publishes voluntary public takeover bid for AWD Holding (M&A) - January 2008; Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008; UBS; France: UBS completes acquisition of Caisse Centrale de Réescompte Group (M&A) - February 2008; Unicredit; Ukraine: Bank Austria finalises acquisition of Ukrainian bank Ukrsotsbank (M&A) - January 2008; Monaco: UniCredit sells Monaco branch to Compagnie Monégasque de Banque (Divestment) - February 2008; Index of strategies by geography; Western Europe; Global/Switzerland: Credit Suisse, AIL and South Pole to launch carbon investment vehicle (Partnership) - January 2008; Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product innovation) - January 2008; Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a 'green' product (Product innovation) - February 2008; France; France: HSBC receives offer for sale of French subsidiaries from Banque Fédérale des Banques Populaires (Divestment) - February 2008; France: Société Générale to acquire former Capitalia Securities services business from UniCredit (M&A) - February 2008; France: UBS completes acquisition of Caisse Centrale de Réescompte Group (M&A) - February 2008; Germany; Germany/Global: Deutsche Bank creates global markets investment platform (Distribution) - January 2008; Germany: Swiss Life publishes voluntary public takeover bid for AWD Holding (M&A) - January 2008; Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008; UK; UK/US: Deutsche Bank targets investors with the launch of new ETFs (Product innovation) - January 2008; UK/Global: Henderson aims at lower-end retail investors by reducing its multi-manager fund investment thresholds (Customer targeting) - January 2008; UK: Bank of Scotland and Oxford Investment launch co-investment program (Partnership) - February 2008; UK: Barclays launches investment ISA (Product innovation) - February 2008; UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product innovation) - February 2008; Benelux; Netherlands: ABN AMRO receives permission for separation and sale to Fortis of asset management business (Divestment) - January 2008; Netherlands: ABN AMRO's asset management division approved for demerger and subsequent sale to Fortis (Divestment) - January 2008; Belgium/Luxemburg: Fortis launches ABN AMRO 'green' investment note (Product innovation) - January 2008; Global/Luxemburg: Schroders launches alternative investment product for institutional clients (Product innovation) - January 2008; Central and Eastern Europe; Ukraine: Bank Austria finalises acquisition of Ukrainian bank Ukrsotsbank (M&A) - January 2008; Turkey: BNP Paribas collaborates with TEB on securities services (Partnership) - February 2008; Poland; Poland: Dexia Asset Management to open Warsaw branch (Organic Growth) - January 2008; North America; Canada: BNP subsidiary Innocap establishes family of synthetic trackers (Product innovation) - January 2008; US; US: Morgan Stanley acquires stake in venture capital firm NGEN Partners (M&A) - January 2008; US: State Street expands custody and fund administration relationship with Columbia Management (Partnership) - January 2008; US: Invesco's AIM Investments to reopen its European Fund to take advantage of market volatility (Product innovation) - January 2008; US: Franklin Templeton introduces international bond fund to US investors (Product innovation) - January 2008; US: Henderson launches its first institutional fund for US investors (Customer targeting) - January 2008; US/Global: Morgan Stanley launches global long/short fund of hedge funds (Product innovation) - January 2008; US: Deutsche Bank acquires hedge fund administrator HedgeWorks (M&A) - February 2008; US: Dreyfus Corporation and WisdomTree Investments partner over ETF products (Partnership) - February 2008; US: AIM Investments offers customized reports for defined contribution plans - (Product innovation) - February 2008; US: PowerShares India Portfolio ETF allows foreign investment in Indian equities (Product innovation) - February 2008; UK: Morley launches logistics property fund with SachsenFonds (Product innovation) - February 2008; US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index (Product innovation) - February 2008; US: Franklin Templeton launches India growth fund (Product innovation) - February 2008; US/Global: Goldman Sachs introduces local emerging markets debt fund (Product innovation) - February 2008; US: Goldman Sachs launches tax-efficient equity fund (Product innovation) - February 2008; US: BNY Mellon launches acquisition service (Customer targeting) - February 2008; Brazil; Brazil: Bank of New York Mellon acquires Brazil's ARX Capital Management (M&A) - January 2008; Brazil: Santander purchases ABN AMRO's asset management activities in Brazil (M&A) - February 2008; Middle East; Saudi Arabia: Crédit Agricole engages in joint venture with Banque Saudi Fransi (Partnership) - February 2008; Asia; Japan: RBS launches two structured bonds (Product innovation) - January 2008; Vietnam: Franklin Templeton acquires stake in private equity investment company, Vietcombank Fund Management (M&A) - February 2008; Vietnam: Morgan Stanley receives approval for joint venture with Gateway Securities (Partnership) - February 2008; Hong Kong: Citibank enhances online securities trading platform (Product innovation) - February 2008; Hong Kong: Pictet & Cie targets retail investors with global theme funds (Customer targeting) - February 2008; Australia; Australia: Aviva adds portfolio weighting for tax efficiency on its Navigator platform (Product innovation) - January 2008; Australia: Morgan Stanley launches new FX strategy (Product innovation) - January 2008; Australia: Crédit Agricole creates subsidiary to focus on institutional and multi-manager clients (Organic growth) - February 2008; Australia: Crédit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008; India; India: Invesco's PowerShares to list first Indian equity-based ETF (Product innovation) - January 2008; China; China: Citibank and Legg Mason offer mutual funds in China (Partnership) - January 2008; China: Deutsche Bank increases stake in Chinese funds management company Harvest (M&A) - January 2008; China/Asia: Henderson launches Chinese long/short fund using contracts for difference (Product innovation) - Jan 08; Index of strategies by trend; M&A; Germany: Swiss Life publishes voluntary public takeover bid for AWD Holding (M&A) - January 2008; Netherlands: ABN AMRO receives permission for separation and sale to Fortis of asset management business (Divestment) - January 2008; Netherlands: ABN AMRO's asset management division approved for demerger and subsequent sale to Fortis (Divestment) - January 2008; Ukraine: Bank Austria finalises acquisition of Ukrainian bank Ukrsotsbank (M&A) - January 2008; China: Deutsche Bank increases stake in Chinese funds management company Harvest (M&A) - January 2008; France: HSBC receives offer for sale of French subsidiaries from Banque Fédérale des Banques Populaires (Divestment) - February 2008; Brazil: Santander purchases ABN AMRO's asset management activities in Brazil (M&A) - February 2008; France: Société Générale to acquire former Capitalia Securities services business from UniCredit (M&A) - February 2008; Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008; France: UBS completes acquisition of Caisse Centrale de Réescompte Group (M&A) - February 2008; Partnerships; Global/Switzerland: Credit Suisse, AIL and South Pole to launch carbon investment vehicle (Partnership) - January 2008; Germany/Global: Deutsche Bank creates global markets investment platform (Distribution) - January 2008; China: Citibank and Legg Mason offer mutual funds in China (Partnership) - January 2008; Turkey: BNP Paribas collaborates with TEB on securities services (Partnership) - February 2008; Saudi Arabia: Crédit Agricole engages in joint venture with Banque Saudi Fransi (Partnership) - February 2008; Australia: Crédit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008; UK: Bank of Scotland and Oxford Investment launch co-investment program (Partnership) - February 2008; US: Dreyfus Corporation and WisdomTree Investments partner over ETF products (Partnership) - February 2008; Vietnam: Morgan Stanley receives approval for joint venture with Gateway Securities (Partnership) - February 2008; Organic Growth; Poland: Dexia Asset Management to open Warsaw branch (Organic Growth) - January 2008; Australia: Crédit Agricole creates subsidiary to focus on institutional and multi-manager clients (Organic growth) - February 2008; Australia: Crédit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008; Product innovation; Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product innovation) - January 2008; Canada: BNP subsidiary Innocap establishes family of synthetic trackers (Product innovation) - January 2008; Australia: Aviva adds portfolio weighting for tax efficiency on its Navigator platform (Product innovation) - January 2008; Australia: Morgan Stanley launches new FX strategy (Product innovation) - January 2008; US: AIM Investments offers customized reports for defined contribution plans - (Product innovation) - February 2008; UK: Barclays launches investment ISA (Product innovation) - February 2008; Hong Kong: Citibank enhances online securities trading platform (Product innovation) - February 2008; UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product innovation) - February 2008; US: Franklin Templeton launches India growth fund (Product innovation) - February 2008; US/Global: Goldman Sachs introduces local emerging markets debt fund (Product innovation) - February 2008; US: Goldman Sachs launches tax-efficient equity fund (Product innovation) - February 2008; Global: Henderson launches Pan European active fund to take advantage of undervalued companies (Product innovation) - February 2008; Hedge funds; China/Asia: Henderson launches Chinese long/short fund using contracts for difference (Product innovation) - Jan 08; US: Deutsche Bank acquires hedge fund administrator HedgeWorks (M&A) - February 2008; Private equity; Vietnam: Franklin Templeton acquires stake in private equity investment company, Vietcombank Fund Management (M&A) - February 2008; Capital protected/Structured products; Japan: RBS launches two structured bonds (Product innovation) - January 2008; Property investment; UK: Morley launches logistics property fund with SachsenFonds (Product innovation) - February 2008; Infrastructure funds; Global/Luxemburg: Schroders launches alternative investment product for institutional clients (Product innovation) - January 2008; Ethical investments; Belgium/Luxemburg: Fortis launches ABN AMRO 'green' investment note (Product innovation) - January 2008; Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a 'green' product (Product innovation) - February 2008; Exchange traded funds; UK/US: Deutsche Bank targets investors with the launch of new ETFs (Product innovation) - January 2008; India: Invesco's PowerShares to list first Indian equity-based ETF (Product innovation) - January 2008; US: Dreyfus Corporation and WisdomTree Investments partner over ETF products (Partnership) - February 2008; US: PowerShares India Portfolio ETF allows foreign investment in Indian equities (Product innovation) - February 2008; US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index (Product innovation) - February 2008; Customer targeting; UK/Global: Henderson aims at lower-end retail investors by reducing its multi-manager fund investment thresholds (Customer targeting) - January 2008; US: BNY Mellon launches acquisition service (Customer targeting) - February 2008; Hong Kong: Pictet & Cie targets retail investors with global theme funds (Customer targeting) - February 2008; Offshore; Monaco: UniCredit sells Monaco branch to Compagnie Monégasque de Banque (Divestment) - February 2008; Further reading; Ask the analyst; Datamonitor consulting; Disclaimer

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This monthly tracker covers product innovation, customer targeting, M&A, partnerships and organic growth activity globally in the asset management space.

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Asset Management Competitor Tracker, February 2008

Table of Contents

Abstract