Reportlinker Adds Global Mutual Funds Industry

Reportlinker.com announces that a new market research report is available in its catalogue.

http://www.reportlinker.com/p0157323/Global-Mutual-Funds-Industry.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=prnewswire

The global outlook series on Mutual Funds provides statistical anecdotes, market briefs, and concise summaries of research findings. The report offers an aerial view of the global mutual funds industry, identifies major short to medium term market challenges, and growth drivers. Regional markets elaborated upon include United States, Canada, Japan, Luxembourg, France, Spain, Italy, Switzerland, Finland, Norway, Poland, Hungary, Russia, Hong Kong, China, South Korea, India, Thailand, Indonesia, Pakistan, Philippines, Colombia, Mexico, Chile, Argentina, Peru, Venezuela, Costa Rica, UAE and Israel. Also included is an indexed, easy-to-refer, fact-finder directory listing the addresses, and contact details of 542 companies worldwide.

1. INDUSTRY OVERVIEW 1

Global Recession Wipes Substantial Wealth off Mutual Funds 1

Table 1: Global Mutual Funds Market (2006-2012): Assets Under

Management in US$ Billion by Region/Country - USA, Canada,

Japan, Europe, Asia-Pacific (excluding Japan), Latin America,

and Rest of World 2

Table 2: Global Mutual Funds Market (2007 & 2008): Breakdown

of Assets Under Management in US$ Billion by Fund Class -

Equity Funds, Money Market Funds, Bond Funds, Mixed/Balanced

Funds, and Others 2

Money Market Mutual Funds Witness Growth During Downturn 3

Cash Inflows in Equity, Hybrid and Bond Funds Begin to Gain

Momentum 3

2. MARKET TRENDS 3

Distribution Channel - An Indicator of Market State 3

Open-Architecture System Becoming a Norm in the Industry 3

Packaged Solutions Gaining Prominence 4

Increase in Risk Appetite Surges Demand for Non-Traditional

Products 4

3. PRODUCT OVERVIEW 4

Mutual Funds 4

Types of Mutual Funds 4

Equity Funds4

Bond Funds 5

Hybrid or Balanced Funds 5

Money Market Funds 5

Fund of Funds 5

4. PRODUCT/SERVICE LAUNCHES 5

5. MERGERS AND ACQUISITIONS 9

6. STRATEGIC CORPORATE DEVELOPMENTS 19

A REGIONAL PERSPECTIVE

1. THE UNITED STATES 25

Downturn Plummets Mutual Fund Assets 25

Table 3: Mutual Funds Market in the US (2006-2012): Assets

Under Management in US$ Billion 25

Table 4: Mutual Funds Market in the US (2006-2009): Assets

Under Management in US$ Billion by Fund Class - Equity Funds,

Money Market Funds, Bond Funds and Hybrid Funds26

Money Market Funds - The Savior During Crisis 26

Long-Term Funds Regain Momentum 26

Number of Registered Investment Companies On the Rise 27

Table 5: Mutual Funds Market in the US (2004-2008): Number of

Registered Investment Companies by Year 27

Mutual Funds Lead in Assets of Investment Companies 27

Table 6: Mutual Funds Market in the US (2008): Percentage

Breakdown of Investments in Money, Stock and Bond Market by

Investment Source - Mutual Funds, Other Investment Companies,

and Others 28

Mutual Funds Gaining Prominence at the Expense of Direct

Investments 28

Individual Accounts Lead the Fray 28

Table 7: Mutual Funds Market in the US (2004-2008):

Percentage Breakdown of Net Mutual Fund Assets by Account

Type - Individual and Institutional 29

Table 8: Mutual Funds Market in the US (2003-2008):

Percentage Breakdown of Net Mutual Fund Value Assets of

Institutional Accounts by Institution Type - Businesses,

Financial Institution, and Non-Profit Organizations and

Others 29

Institutional Investors Increasingly Relying on Mutual Funds 29

Large AMCs to Continue Dominance in the Market 30

Table 9: Mutual Funds Market in the US (2008): Percentage

Breakdown of Households That Own Mutual Fund Ranked by Source30

Table 10: Mutual Funds Market in the US (2008): Percentage

Breakdown by Purchase Channel - Inside Employer-Sponsored

Retirement Plans; and Outside Employer-Sponsored Retirement

Plans [Sales Force (Full-Service Broker, Independent

Financial Planner, Bank or Savings Institution

Representative, Insurance Agent, and Accountant); and Direct

Market (Mutual Fund Company Directly, and Discount Broker) 31

Table 11: An Insight into Select Financial Objective for

Investing in Mutual Funds (2008) 31

Tracking the Demographic Pattern 32

Table 12: Mutual Funds Market in the US (2001-2008):

Breakdown of Mutual Funds in Million by Type - Households and

Individual Investors 32

Table 13: Mutual Funds Market in the US (2005-2008):

Percentage Breakdown of Mutual Fund Ownership Based on

Household Income - Less than US$25,000; US$25,000 to US$49,

999; US$50,000 to US$99,999; US$100, 000 to US$199,999; and

US$200, 000 or more32

Table 14: Mutual Funds Market in the US (2008): Percentage

Breakdown of Households that Own Mutual Funds by Age Group -

65 Years +, 55-64 Years, 54-45 Years, 44-35 Years, and Below

35 years 33

Table 15: Mutual Funds Market in the US (2008): Percentage

Breakdown of Households that Own Mutual Funds by Generation -

Baby Boom, Gen-Xers & Yers, and Silent and GI 33

Table 16: Mutual Funds Market in the US (2008): Percentage

Breakdown of Households Mutual Fund Assets by Generation -

Baby Boom Generation, Silent and GI Generation and Gen Xers &

A Historical Perspective 34

2. CANADA 34

Market Overview 34

Table 17: Leading Mutual Fund Managers in Canada (2008):

Percentage Breakdown of Assets Under Management for RBC

Asset Management and Phillips Hager & North, IGM Financial,

TD Asset Management, CIBC Asset Management, Fidelity

Investments Canada ULC, BMO Financial Group, Invesco

Trimark, AGF Funds, Franklin Templeton, Dynamic Funds, and

Others 35

Market Shows Signs of Recovery 36

Table 18: Mutual Funds Market in Canada (2006-2012): Assets

Under Management in US$ Billion 36

Table 19: Mutual Funds Market in Canada (2009): Breakdown of

Assets Under Management (in US$ Billion) by Month 36

Long Term Funds Gaining Prominence - Money Market Funds Losing

Ground 37

A Review of the Recent Past37

Historical Perspective 37

3. JAPAN 38

Market Overview 38

Table 20: Mutual Funds Market in Japan (2006-2012): Assets

Under Management in US$ Billion 38

Retail Funds Beginning to Witness Net Inflows 38

A Review of the Recent Past38

Table 21: Mutual Funds Market in Japan (2002 & 2007):

Percentage Breakdown of Assets Under Management by Fund Class -

Stock Funds, Bond Funds, and Money Market Funds39

Table 22: Mutual Funds Market in Japan (2007): Percentage

Breakdown of Assets Under Management by Type of Parent

Company - Securities Firms, Banks, Foreign Firms, Insurance

Firms, and Independent Firms 39

4. EUROPE 40

Industry Overview 40

Table 23: Mutual Funds Market in Europe (2006-2012):

Breakdown of Assets Under Management in US$ Billion by

Region/Country - Luxembourg, France, Ireland, UK, Spain,

Italy, Germany, and Rest of Europe 40

4A. FINLAND 41

Market Overview 41

Table 24: Leading Fund Management Companies in Finland

(2009): Percentage Breakdown of Net Asset Value of Managed

Mutual Fund for Nordea Investment Fund Company Finland Ltd.,

OP Fund Management Company Ltd., Sampo Fund Management Ltd.,

SEB Gyllenberg Fund Management Company Ltd., Evli Fund

Management Company Ltd., Aktia Fund Management Company Ltd.,

Handelsbanken Mutual Fund Company Ltd., Tapiola Asset

Management Ltd., FIM Asset Management Ltd., Alfred Berg Funds

Ltd., and Others 41

Table 25: Mutual Funds Market in Finland (2006-2008):

Percentage Breakdown of Market Capital of Mutual Funds by

Fund Class - Equity Funds, Money Market Funds, Bond Funds,

Asset Allocation Funds, and Others 42

4B. FRANCE42

Market Overview 42

Structure of Mutual Funds Market 42

Regulatory Reforms 42

4C. HUNGARY 43

Market Overview 43

Regulatory Amendments 43

4D. ITALY 44

Market Overview 44

Bond Funds Lead the Suite 44

Table 26: Mutual Funds Market in Italy (2007-2009):

Percentage Breakdown of Mutual Fund Assets by Fund Class -

Bond Funds, Money Market Funds, Equity Funds, Flexible Funds,

Hedge Funds, and Mixed Funds 44

Competitive Scenario45

Table 27: Leading Mutual Funds Groups in Italy (2008):

Percentage Breakdown of Assets Under Management for Intesa

Sanpaolo, Pioneer Investment, Arca, UBI Banca, Cridit

Agricole, and Others 45

Table 28: Leading Mutual Fund Groups in Italy (2008):

Percentage Breakdown of Number of Registered Mutual Funds for

Intesa Sanpaolo, Cridit Agricole, Pioneer Investment, BNP

Paribas, Gruppo Banca Popolare, Mediolanum, UBI Banca,

Assicurazioni Generali, Monte Paschi di Siena, Arca, and

Others 45

Table 29: Mutual Funds Market in Italy (2008): Percentage

Breakdown of Number of Registered Mutual Funds by Fund Class

- Equity Funds, Bond Funds, Money Market Funds, Hedge Funds,

Balanced Funds, and Flexible Funds 46

4E. LUXEMBOURG 46

Market Overview 46

Fund Managers Face Significant Challenges46

4F. NORWAY47

Market Overview 47

Table 30: Mutual Funds Market in Norway (2007 & 2008):

Percentage Breakdown of Mutual Fund Shares Capital by Fund

Class - Equity Funds, Hybrid Funds, Bond Funds, and Money

Market Funds47

Table 31: Mutual Funds Market in Norway (2008 & 2009):

Percentage Breakdown of Mutual Fund Capital by Sector - Life

Insurance Firms, Households, Mutual Funds, Local Government

and Municipal Enterprises, Other Private Non-Financial

Corporations, Rest of World, and Others 48

4G. POLAND48

Market Overview 48

Table 32: Mutual Funds Market in Poland (2006-2008): Assets

Under Management in US$ Billion 49

Table 33: Mutual Funds Market in Poland (2008): Percentage

Breakdown of Mutual Funds Assets by Fund Class - Equity

Funds, Balanced Funds, Stable Growth Funds, Bond Funds, Money

Market Funds, and Others 49

Competitive Scenario49

Table 34: Leading Mutual Fund Managers in Poland (2008):

Percentage Breakdown of Net Assets Under Management for

Pioneer Pekao TFI, Bank Zachodni WBK AIB TFI, PKO TFI, ING

TFI, BPH TFI, KBC TFI, Skarbiec TFI, Legg Mason TFI, Union

Investment TFI, Millennium TFI, and Others 50

4H. RUSSIA50

Market Succumbs to Global Recession, Albeit to a Lesser Extent50

Table 35: Mutual Funds Market in Russia (2007): Percentage

Breakdown of Number of Mutual Funds by Fund Class - Open-

Ended Funds, Close-Ended Funds, and Interval Funds 51

Competitive Scenario51

Table 36: Leading Open Mutual Funds in Russia (2007):

Percentage Breakdown of Net Asset Value for Troika Dialog,

UralSib, Alfa Capital, UK Bank Moskvy, KIT Fortis Investment,

and Others 51

4I. SPAIN 52

Market Overview 52

Table 37: Mutual Funds Market in Spain (2008*): Percentage

Breakdown of Net Assets Under Management by Fund Manager -

Banco Santander, Banco Bilbao Vizcaya Argentaria, la Caixa,

Ahorro Corporacion, Banco Popular, Caja Madrid, Banco

Sabadell, Bankinter, Barclays (UK), Ibercaja, and Others 52

Table 38: Mutual Funds Market in Spain (2008): Percentage

Breakdown of Number of Mutual Funds by Fund Manager - Banco

Santander, Ahorro Corporacion, Banco Bilbao Vizcaya

Argentaria, la Caixa, Caja Madrid, Banco Sabadell, Banco

Popular, Bankinter, Ibercaja, Barclays (UK), and Others 53

4J. SWITZERLAND 53

Market Overview 53

Table 39: Mutual Funds Market in Switzerland (2007 & 2008):

Percentage Breakdown of Assets Under Management by Fund Class

- Equity Funds, Fixed-Interest Funds, Mixed- Asset Funds,

Money-Market Funds, Real-Estate Funds, and Others 54

Table 40: Mutual Funds Market in Switzerland (2007):

Percentage Breakdown of Number of Mutual Funds by Fund Class

- Equity Funds, Fixed-Interest Funds, Mixed-Asset Funds,

Money-Market Funds, Real-Estate Funds, and Others 54

Table 41: Leading Mutual Fund Managers in Switzerland (2007):

Percentage Breakdown of Net Assets for UBS, Credit Suisse

Group, Pictet & Cie, Swisscanto, Julius Baer, Lombard Odier

Darier Hentsch & Cie, Clariden Leu, Zurich Cantonal Bank,

Banque Syz, Vontobel, and Others 55

5. ASIA-PACIFIC 55

Industry Overview 55

Table 42: Mutual Funds Market in Asia-Pacific (2006-2012):

Assets Under Management in US$ Billion 56

5A. CHINA 56

Market Overview 56

Regulatory Amendments - A Step Towards Liberalizing Norms 56

Table 43: Leading Fund Managers in China (2008): Percentage

Breakdown of Net Assets Under Management for China Asset

Management, Boshi Fund Management, Harvest Fund Management,

China Southern Fund Management, E Fund Management, Da Cheng

Fund Management, GF Fund Management, Huaan Fund Management,

China International Fund Management, Invesco Great Wall Fund

Management, and Others 57

Table 44: Leading Fund Managers in China (2008): Percentage

Breakdown of Number of Funds for China Asset Management,

Boshi Fund Management, China Southern Fund Management, Da

Cheng Fund Management, E Fund Management, Harvest Fund

Management, GF Fund Management, Huaan Fund Management, China

International Fund Management, Invesco Great Wall Fund

Management, and Others 57

5B. HONG KONG 58

Market Overview 58

Table 45: Mutual Funds Market in Hong Kong (2008): Percentage

Breakdown of Number of Authorized Mutual Funds by Fund Class

- Equity Funds, Bond Funds, Guaranteed Funds, Diversified

Funds, Fund of Funds, Index Funds, Money Market Funds, Hedge

Funds, and Others 58

Table 46: Mutual Funds Market in Hong Kong (2007): Percentage

Breakdown of Net Asset Value by Fund Class - Equity Funds,

Bond Funds, Diversified Funds, Money Market Funds, Index

Funds, Fund of Funds, Guaranteed Funds, Hedge Funds, and

Others 59

5C. INDIA 59

Market Overview 59

Table 47: Asset Management Market in India (2007): Percentage

Breakdown of Household Savings by Category - Bank Deposits,

Government Instruments, Insurance Funds, Provident and

Pension Funds, Currency, and Mutual Funds 60

Table 48: Mutual Funds Market in India (2007-2008):

Percentage Breakdown of Assets Under Management by Fund

Scheme - Debt Schemes, Equity Schemes, Money Market and

Liquid Schemes, Balanced Schemes, Equity-Linked Saving

Schemes, Gilt-Edged Securities Schemes, and Others 61

Recession Slays Investor Confidence 61

Indian Fund Industry Succumbs to Global Recession 61

Recent Slump Presses Need for Further Improvement in Industry

Functioning 62

Regulatory Regime 62

A Peek into Select Regulatory Amendments 63

Market Trends63

Mutual Funds Emerge as Preferred Investment Alternative for

Investors 63

Gilt Funds and ETFs Gain Popularity 63

Global Financial Powerhouses Vying for a Share 64

Outsourcing Gaining Prominence 64

Technological Advancements Drive Market Growth 64

New Product Introductions to Gain Momentum 65

Competitive Scenario65

Table 49: Mutual Funds Market in India (January 2008 &

December 2008): Percentage Breakdown of Assets Under

Management by Asset Management Company - Reliance Mutual

Fund, HDFC Mutual Fund, UTI Mutual Fund, ICICI Prudential

Mutual Fund, Birla Mutual Fund, SBI Mutual Fund, Franklin

Templeton Investments, Tata Mutual Fund, Kotak Mahindra

Mutual Fund, DSP BlackRock Mutual Fund, and Others 66

Table 50: Mutual Funds Market in India (2008): Breakdown of

Leading Balanced Funds in US$ Million by Scheme Name - HDFC

Prudence Fund, UTI Balanced Fund, DSP BlackRock Balanced

Fund, SBI Magnum Balanced Fund, FT India Balanced Fund, ICICI

Prudential Balanced, Tata Balanced Fund, Escorts

Opportunities Fund, Birla Sun Life 95, Canara Robeco Balance,

HDFC Balanced Fund, Birla Sun Life Balance Fund, Kotak

Balance, PRINCIPAL Balanced Fund, and Sundaram BNP Paribas

Balanced Fund 67

Key Statistics 68

Table 51: Liquid/Money Mutual Funds Market in India (2009):