Asset Management Competitor Tracker, March 2008

Published by: Datamonitor

Published: May. 7, 2008 - 359 Pages

Table of Contents

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

Customer targeting

M&A, Partnerships and organic growth: The developments

ABN AMRO

Barclays

Russia: Barclays to acquire Russian bank Expobank (M&A) - March 2008

BBVA

Brazil: BBVA sells 5% holding in Bradesco (Divestment) - March 2008

BNP Paribas

North America: BNP Paribas creates institutional long-only business in equities and derivatives (Organic growth) - March 2008

Saudi Arabia: BNP Paribas and Saudi Investment Bank launch new asset management company (Partnership) - March 2008

Citigroup

China: Citi China opens new Beijing headquarters (Organic growth) - March 2008

Commerzbank

Ukraine: Commerzbank completes Bank Forum acquisition (M&A) - March 2008

Central and Eastern Europe: Commerzbank restructures CEE operations (Organic growth / M&A) - March 2008

Deutsche Bank

China: Deutsche Bank increases equity stake in Hua Xia Bank (M&A) - March 2008

Fortis

China: Ping An and Fortis to enter asset management partnership (Partnership) - March 2008

HSBC

Vietnam: HSBC receives in-principle approval to incorporate locally in Vietnam (Organic growth) - March 2008

Russia: HSBC announces Russian expansion plans (Organic growth) - March 2008

JP Morgan Chase

Nordics/Global: JP Morgan to acquire institutional global custody portfolio of Nordea (M&A) - March 2008

US: JP Morgan Chase purchases Bear Stearns (M&A) - March 2008

Latin America: JP Morgan extends presence in Latin America (Organic growth) - March 2008

KBC

Slovakia: KBC acquires Slovakian bank Istrobanka (M&A) - March 2008

Mellon Financial Corp.

Canada: CIBC Mellon signs agreement with EquiLend (Partnership) - March 2008

Old Mutual

South Africa: Termination of negotiations on potential sale of Mutual & Federal (Divestment) - March 2008

SEB

India: SEB establishes Indian office (Organic growth) - March 2008

Schroders

Switzerland: Schroders to acquire Swiss Re fund management business (Acquisition) - March 2008

Société Générale

China: Société Générale's joint venture obtains separate account license (Partnerships) - March 2008

Swiss Life

Switzerland: Swiss Life completes sale of Banca del Gottardo to BSI (Divestment) - March 2008

Singapore: Swiss Life opens branch office in Singapore (Organic growth) - March 2008

Product innovation and customer targeting: the developments

Invesco

US: PowerShares lists Global Nuclear Energy Portfolio (Innovation) - March 2008

BlackRock

US: BlackRock re-opens International Opportunities Fund (Innovation) - March 2008

Barclays

UK: Barclays Regular Income Investment Note launched (Innovation) - March 2008

UK: Barclays launches Accelerated Return Investment Note based on FTSE 100 (Innovation) - March 2008

BBVA

Spain: BBVA launches uno-e Depósito 16 and Depósito Blindado to its online customers - (Innovation) March 2008

Citigroup

US/Global: Citi launches CitiFX Pro (Innovation) - March 2008

UK: Egg launches guaranteed equity bond (Innovation) - March 2008

Deutsche Bank

France: Deutsche Bank lists exchange-traded funds on Euronext Paris (Innovation) - March 2008

Friends Provident

UK: Wealth Solutions Bond introduces new option (Innovation) - March 2008

Henderson Global Investors

Global: Henderson launches Pan European activist fund (Innovation) - March 2008

Manulife

Malaysia: Manulife launches new offshore investments funds (Innovation) - March 2008

Mellon Financial Corp.

Europe: The Bank of New York Mellon's Pershing Unit adds to Nexus funds (Innovation) - March 2008

Global: BNY Mellon launches alternative investment administration services (Innovation) - March 2008

Merrill Lynch

Global: Merrill Lynch introduces frontier index (Innovation) - March 2008

Global: Merrill Lynch launches global carbon emissions indices (Innovation) - March 2008

Northern Trust

Global: Northern Trust unveils Northern Global Sustainability Index Fund (new product) - March 2008

Old Mutual

Global: Additional non-sterling funds added to Skandia's range (Innovation) - March 2008

Pictet & Cie

Europe: Pictet & Cie launches local currency emerging debt fund for Latin America (Innovation) - March 2008

Prudential

Global: Prudential introduces Dryden US Equity Active Extension Fund (Innovation) - March 2008

State Street

US/Global: State Street enhances commission management services for institutional investors (Innovation) - March 2008

US/Global: State Street announces enhancements to online portal (Innovation) - March 2008

APPENDIX

Methodology

Index of strategies by company

Barclays

BBVA

BlackRock

BNP Paribas

Citigroup

Commerzbank

Deutsche Bank

Fortis

Friends Provident

Henderson Global Investors

HSBC

Invesco

JP Morgan

KBC

Manulife

Mellon Financial Corp.

Northern Trust

Old Mutual

Pictet & Cie

Prudential Financial

Schroders

SEB

Société Générale

State Street

Swiss Life

Index of strategies by geography

Global

Western Europe

France

Spain

UK

Nordic Region

Central and Eastern Europe

Russia

North America

US

South and Central America

Brazil

Africa

Middle East

Asia

India

China

Singapore

Index of strategies by trend

M&A

Partnerships

Organic Growth

Product innovation

Fixed income

Exchange traded funds

Trading platforms

Indices

Further reading

Ask the analyst

Datamonitor consulting

Disclaimer

Abstract

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