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Published by: Datamonitor
Published: Oct. 14, 2002 - 152 Pages
Table of Contents
Overview
Introduction
European Investment Management 2002 is a fully standardized analysis of the investment management industry in Europe. The report focuses on all areas of investment management, including retail and institutional mutual funds, life and
pensions assets, and non-life insurance assets. Country-specific data is analyzed for Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Spain, Sweden, Switzerland and the UK.
Scope
Assets under management figures for European retail and institutional mutual funds, life and pensions, and non-life insurance 1996-2000; analyses of the current asset management market, including the impact of the 2000-2002 stock market downturn; investment data by asset class including bonds, cash, equities, mortgages and loans and property; thirteen countries; Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Spain, Sweden, Switzerland and the UK;
Report Highlights
This report analyses the market for investment managers in Europe, a market which it sizes at Eur8,824bn in 2000. It gives assets under management of investment manager’s key markets: mutual funds, life and pension funds and general insurance funds in 13 European countries. It shows which asset classes managers are investing in each market. It looks at the growth of the investment management in the 1990s, how it is responding to the current equity falls, and its likely shape in the future.
It analyses the three biggest issues currently facing the investment management industry: its huge growth potential, the potential for European convergence and the current asset crisis in the life and pensions industry.
Reasons to Purchase
Provides financial services companies with tools to assess the market for investment management services in Europe; shows which asset classes are becoming more and less important; overviews the competitive market in Europe, focusing on company performance, market share and merger and acquisition activity;
Scope
competitive environment including developments from over 20 major European competitors
Reasons to Purchase
analyses the three biggest issue currently facing the investment management industry: the asset crisis in the life and pensions industry
Report Highlights
The report looks at the competitive market for asset managers in Europe, highlighting performance and M&A activity. It analyses the potential for further consolidation and the creation of truly pan-European players. It looks at the impact of the equity downturn on the competitive landscape, and suggests strategies that asset managers can use to capitalise on current and future
trends.
CHAPTER 1 EXECUTIVE SUMMARY
Introduction
Market Context
Competitor Dynamics
CHAPTER 2 INTRODUCTION
What is this report about?
Who is the target reader?
How to use this report
CHAPTER 3 MARKET CONTEXT
Introduction
Key findings
Total funds under management
Market analysis
Data
Country snapshots
Belgium
Denmark
Finland
France
Germany
Ireland
Italy
The Netherlands
Norway
Spain
Sweden
Switzerland
UK
Data
Key European trends
European Convergence
Assets
Customer trends
Data
Mutual funds European indice values, 2000- July 2000
European developments
Inflows
Harmonisation
Total market analysis
Retail market analysis
Instititional market analysis
Products
Data
Life and Pensions funds
European developments
Market analysis
Products
Data
Non-life insurance funds
European developments
Market analysis
Products
Data
CHAPTER 4 COMPETITIVE DYNAMICS
Introduction
Key findings
Key trends
Asset managers hit by falling AUM
Merger activity set to increase
Partnerships and outsourcing activity rises
Polarisation is gradually occuring
Asset managers look to defend their interests
European mutual funds
Pension and Insurance funds
Coutntry Focus
Belgium
France
Germany
Ireland
Italy
The Netherlands
The Nordic region
Spain
Switzerland
UK
CHAPTER 5 FUTURE DECODED
APPENDIX
Other relevant reading
Countries under study
Sources and methodology
Data
Data segmentations
Data consistency and segmentation
Data finalization, cross-checks and verification
Data inconsistencies
Rounding error
Actual and real data
Currency abbreviations
Country abbreviations
Definitions and abbreviations
General defintions
Distribution definitions
Mutual funds definitions
Insurance definitions
Macroeconomic data
LIST OF TABLES
Table 1: Total European assets under management segmented by fund type, 1996-2000
Table 2: Total European assets under management, segmented by country, 1996-2000
Table 3: Investment assets segmented by country and market sector, Eurom, 2000
Table 4: Country snapshot: Belgium
Table 5: Country snapshot: Denmark
Table 6: Country snapshot: Finland
Table 7: Country snapshot: France
Table 8: Country snapshot: Germany
Table 9: Country snapshot: Ireland
Table 10: Country snapshot: Italy
Table 11: Country snapshot: The Netherlands
Table 12: Country snapshot: Norway
Table 13: Country snapshot: Spain
Table 14: Country snapshot: Sweden
Table 15: Country snapshot: Switzerland
Table 16: Country snapshot: UK
Table 17: Belgian funds under management, segmented by fund type, 1996-2000
Table 18: Danish funds under management, segmented by fund type, 1996-2000
Table 19: Finnish funds under management, segmented by fund type, 1996-2000
Table 20: French funds under management, segmented by fund type, 1996-2000
Table 21: German funds under management, segmented by fund type, 1996-2000
Table 22: Irish funds under management, segmented by fund type, 1996-2000
Table 23: Italian funds under management, segmented by fund type, 1996-2000
Table 24: Dutch funds under management, segmented by fund type, 1996-2000
Table 25: Norwegian funds under management, segmented by fund type, 1996-2000
Table 26: Spanish funds under management, segmented by fund type, 1996-2000
Table 27: Swedish funds under management, segmented by fund type, 1996-2000
Table 28: Swiss funds under management, segmented by fund type, 1996-2000
Table 29: UK funds under management, segmented by fund type, 1996-2000
Table 30: European indice values 2000 - July 2001
Table 31: European indice values 2000 - July 2001, cont
Table 32: European retail mutual fund assets, segmented by country, 1996-2000
Table 33: Non-retail mutual fund assets, segmented by country, 1996-2000
Table 34: Total retail and non-retail mutual fund assets, segmented by country, 1996-2000
Table 35: Life and pensions assets segmented by country and asset class, 2000
Table 36: Life and pension fund assets segmented by country, 1996-2000
Table 37: Life and pensions assets, segmented by country and by asset class, 2000
Table 38: Non-life insurance assets, segmented by country, actual values, 1996-2000
Table 39: Non-life insurance assets segmented by country and asset class, actual values, 2000
Table 40: Countries analyzed in this report
Table 41: Currency and data abbreviations
Table 42: European exchange rates for euro conversion, 1996-2000
LIST OF FIGURES
Figure 1: Life and pension assets remain the largest group, 2000
Figure 2: Germany has the most mutual fund assets under management in Europe, 2000
Figure 3: Equities and bonds dominate the European mutual fund market, 2000
Figure 4: Life and pension assets remain the largest group, 2000
Figure 5: Total assets under management, grew from Eur4,474bn to Eur824bn, 1996-2000
Figure 6: The UK had the largest total assets under management in Europe, at Euro2,501bn, 2000
Figure 7: Germany has the most mutual fund assets under management in Europe, 2000
Figure 8: Belgium is the fifth fastest growing market, 1996 - 2000
Figure 9: Life and pensions dominate the Danish market, 1996 - 2000
Figure 10: The Finish market is dominated by life and pensions, 1996 - 2000
Figure 11: The French investment market is growing more slowly than the rest of Europe, 1996 - 2000
Figure 12: Germany is the largest market in Europe for mutual funds, 1996-2000
Figure 13: Mutual funds have grown very rapidly in Ireland, 1996 - 2000
Figure 14: Mutual funds have grown rapidly in Italy, 1996 - 2000
Figure 15: Mutual funds are growing much faster than life and pensions, 1996 - 2000
Figure 16: Norway had the slowest growing investment management market by total AUM, 1996 - 2000
Figure 17: Mutual fund asset growth has halted in Spain, 1996- 2000
Figure 18: Sweden has by far the largest mutual fund market in the Nordic region, 1996 - 2000
Figure 19: Swiss mutual funds are boosted by non-domestic investments, 1996 - 2000
Figure 20: The UK is Europe’s largest market for life and pensions, 1996-2000
Figure 21: Average stock market indice performance of thirteen European markets, Jan 2000-July 2001
Figure 22: Retail and non-retail mutual fund growth, 1996-2000
Figure 23: Retail mutual fund assets are larger than institutional assets
Figure 24: Germany France and UK dominate the total retail fund market, 2000
Figure 25: France remained the largest retail mutual funds market in Europe in 2000
Figure 26: Germany is by far the largest market for non-retail mutual funds in Europe, 2000
Figure 27: Equities and bonds dominate the European mutual fund market, 2000
Figure 28: UK life and pensions remain by far the largest in Europe, 2000
Figure 29: Bonds and equities dominate life and pension fund investments, 2000
Figure 30: Germany and the UK ;lead in non-life assets under management, 2000
Figure 31: Bonds and cash dominate the European non life insurance market
AbstractIntroduction: European Investment Management 2002 is a fully standardized analysis of the investment management industry in Europe. The report focuses on all areas of investment management, including retail and institutional mutual funds, life and pensions assets, and non-life insurance assets. Country-specific data is analyzed for Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Spain, Sweden, Switzerland and the UK. Scope of the Report: * Assets under management figures for European retail and institutional mutual funds, life and pensions, and non-life insurance 1996-2000; * Analyses of the current asset management market, including the impact of the 2000-2002 stock market downturn; * Investment data by asset class including bonds, cash, equities, mortgages and loans and property; * Thirteen countries; Belgium, Denmark, Finland, France, Germany, Ireland, Italy, the Netherlands, Norway, Spain, Sweden, Switzerland and the UK; * Competitive environment including developments from over 20 major European competitors; Report Highlights: This report analyses the market for investment managers in Europe, a market which it sizes at Eur8,824bn in 2000. It gives assets under management of investment manager's key markets: mutual funds, life and pension funds and general insurance funds in 13 European countries. It shows which asset classes managers are investing in each market. It looks at the growth of the investment management in the 1990s, how it is responding to the current equity falls, and its likely shape in the future. It analyses the three biggest issues currently facing the investment management industry: its huge growth potential, the potential for European convergence and the current asset crisis in the life and pensions industry. The report looks at the competitive market for asset managers in Europe, highlighting performance and M&A activity. It analyses the potential for further consolidation and the creation of truly pan-European players. It looks at the impact of the equity downturn on the competitive landscape, and suggests strategies that asset managers can use to capitalize on current and future trends. Key Reasons to buy this Report: * Provides financial services companies with tools to assess the market for investment management services in Europe; * shows which asset classes are becoming more and less important; * overviews the competitive market in Europe, focusing on company performance, market share and merger and acquisition activity; * analyses the three biggest issues currently facing the investment management industry: the asset crisis in the life and pensions industry
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