This report is most appropriate for companies looking for an overview of the retail investments markets in order to assess the level of market opportunity (using our market data and forecasts), regulatory barriers and opportunities, and level of competition in the market. For more detailed market data please refer to Datamonitor's Retail Savings and Investments Interactive Database 2006.
Scope
Presents competitor market data for retail banks and mutual fund companies.
Assesses regulatory barriers and opportunities.
5 years historic data from 2001-5 and 5 year forecast to 2010.
Highlights
During 2005, Irish private investors in mutual funds held the majority of these assets in balanced funds (65% of retail mutual fund assets under management), followed by equity funds (17%) and property funds (10%). Bond funds represented 8% of mutual fund assets. Overall, however, deposits continued to account for the bulk of household savings.
The IFSRA published a revised Consumer Protection Code on July 25th 2006. It harmonizes and updates previous codes and establishes a level playing field among financial services providers. It covers: advertising & marketing, know your customer obligations, suitability of products offered and fair treatment of customers.
The net asset value of collective investment schemes in Ireland increased from EUR435 billion in 2004 to EUR586 billion in 2005, representing assets managed by 3,798 funds (including sub-funds).
Reasons to Purchase
Get an overview of the retail investment market, including past growth and forecast growth.
Assess regulatory barriers and opportunities affecting retail investments in this country.
Analyze competition from retail banks and mutual fund companies.