Product Type: Market Research Report
Published by: Global Industry Analysts
Published: October 2009
Product Code: R263-4176Description 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.
Please note: Reports are sold as single-site single-user licenses. The delivery time for hard copies is between 3-5 business days, as each hard copy is custom printed for the organization ordering it. Electronic versions require 24-48 hours as each copy is customized to the client with digital controls and custom watermarks. The Publisher uses digital controls protecting against copying and printing is restricted to one full copy to be used at the same location.
Adobe Acrobat Reader 7.0 is required to view the report. Upon ordering an electronic version, the Publisher will provide a link to download the purchased report.
Titles available via "online download" are not affected by this and are still delivered to your reading room immediately.
Prior to fulfillment of an order, the client will be required to sign a document detailing the purchase terms for a publication from this publisher.
Table of Contents - 1.INDUSTRY OVERVIEW
- Global Recession Wipes Substantial Wealth off Mutual Funds
- 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
- 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
- Money Market Mutual Funds Witness Growth During Downturn
- Cash Inflows in Equity, Hybrid and Bond Funds Begin to Gain Momentum
- 2.MARKET TRENDS
- Distribution Channel - An Indicator of Market State
- Open-Architecture System Becoming a Norm in the Industry
- Packaged Solutions Gaining Prominence
- Increase in Risk Appetite Surges Demand for Non-Traditional Products
- 3.PRODUCT OVERVIEW
- Mutual Funds
- Types of Mutual Funds
- Equity Funds
- Bond Funds
- Hybrid or Balanced Funds
- Money Market Funds
- Fund of Funds
- 4.PRODUCT/SERVICE LAUNCHES
- 5.MERGERS AND ACQUISITIONS
- 6.STRATEGIC CORPORATE DEVELOPMENTS
- A REGIONAL PERSPECTIVE
- 1.THE UNITED STATES
- Downturn Plummets Mutual Fund Assets
- Table 3: Mutual Funds Market in the US (2006-2012): Assets Under Management in US$ Billion
- 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 Funds
- Money Market Funds - The Savior During Crisis
- Long-Term Funds Regain Momentum
- Number of Registered Investment Companies On the Rise
- Table 5: Mutual Funds Market in the US (2004-2008): Number of Registered Investment Companies by Year
- Mutual Funds Lead in Assets of Investment Companies
- 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
- Mutual Funds Gaining Prominence at the Expense of Direct Investments
- Individual Accounts Lead the Fray
- Table 7: Mutual Funds Market in the US (2004-2008): Percentage Breakdown of Net Mutual Fund Assets by Account Type - Individual and Institutional
- 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
- Institutional Investors Increasingly Relying on Mutual Funds
- Large AMCs to Continue Dominance in the Market
- Table 9: Mutual Funds Market in the US (2008): Percentage Breakdown of Households That Own Mutual Fund Ranked by Source
- 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)
- Table 11: An Insight into Select Financial Objective for Investing in Mutual Funds (2008)
- Tracking the Demographic Pattern
- Table 12: Mutual Funds Market in the US (2001-2008): Breakdown of Mutual Funds in Million by Type - Households and Individual Investors
- 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$200, 000 or more
- Table 14: Mutual Funds Market in the US (2008): Percentage Breakdown of Households that Own Mutual Funds by Age Group - 65 Years +, 55-64 Years, 54-45 Years, 44-35 Years, and Below 35 years
- Table 15: Mutual Funds Market in the US (2008): Percentage Breakdown of Households that Own Mutual Funds by Generation - Baby Boom, Gen-Xers & Yers, and Silent and GI
- Table 16: Mutual Funds Market in the US (2008): Percentage Breakdown of Households Mutual Fund Assets by Generation - Baby Boom Generation, Silent and GI Generation and Gen Xers & Yers
- A Historical Perspective
- 2.CANADA
- Market Overview
- Table 17: Leading Mutual Fund Managers in Canada (2008): Percentage Breakdown of Assets Under Management for RBC Asset Management and Phillips Hager & North, IGM Financial, TD Asset Management, CIBC Asset Management, Fidelity Investments Canada ULC, BMO Financial Group, Invesco Trimark, AGF Funds, Franklin Templeton, Dynamic Funds, and Others
- Market Shows Signs of Recovery
- Table 18: Mutual Funds Market in Canada (2006-2012): Assets Under Management in US$ Billion
- Table 19: Mutual Funds Market in Canada (2009): Breakdown of Assets Under Management (in US$ Billion) by Month
- Long Term Funds Gaining Prominence - Money Market Funds Losing Ground
- A Review of the Recent Past
- Historical Perspective
- 3.JAPAN
- Market Overview
- Table 20: Mutual Funds Market in Japan (2006-2012): Assets Under Management in US$ Billion
- Retail Funds Beginning to Witness Net Inflows
- A Review of the Recent Past
- 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 Funds
- 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
- 4.EUROPE
- Industry Overview
- 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
- 4a.FINLAND
- Market Overview
- 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
- 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
- 4b.FRANCE
- Market Overview
- Structure of Mutual Funds Market
- Regulatory Reforms
- 4c.HUNGARY
- Market Overview
- Regulatory Amendments
- 4d.ITALY
- Market Overview
- Bond Funds Lead the Suite
- 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
- Competitive Scenario
- 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
- 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
- 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
- 4e.LUXEMBOURG
- Market Overview
- Fund Managers Face Significant Challenges
- 4f.NORWAY
- Market Overview
- 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 Funds
- 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
- 4g.POLAND
- Market Overview
- Table 32: Mutual Funds Market in Poland (2006-2008): Assets Under Management in US$ Billion
- 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
- Competitive Scenario
- 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
- 4h.RUSSIA
- Market Succumbs to Global Recession, Albeit to a Lesser Extent
- 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
- Competitive Scenario
- 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
- 4i.SPAIN
- Market Overview
- 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
- 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
- 4j.SWITZERLAND
- Market Overview
- 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
- 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
- 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
- 5.ASIA-PACIFIC
- Industry Overview
- Table 42: Mutual Funds Market in Asia-Pacific (2006-2012): Assets Under Management in US$ Billion
- 5a.CHINA
- Market Overview
- Regulatory Amendments - A Step Towards Liberalizing Norms
- 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
- 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
- 5b.HONG KONG
- Market Overview
- 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
- 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
- 5c.INDIA
- Market Overview
- 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
- 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
- Recession Slays Investor Confidence
- Indian Fund Industry Succumbs to Global Recession
- Recent Slump Presses Need for Further Improvement in Industry Functioning
- Regulatory Regime
- A Peek into Select Regulatory Amendments
- Market Trends
- Mutual Funds Emerge as Preferred InvestmentAlternative for Investors
- Gilt Funds and ETFs Gain Popularity
- Global Financial Powerhouses Vying for a Share
- Outsourcing Gaining Prominence
- Technological Advancements Drive Market Growth
- New Product Introductions to Gain Momentum
- Competitive Scenario
- 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
- 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
- Key Statistics
- Table 51: Liquid/Money Mutual Funds Market in India (2009): Percentage Breakdown of Assets Under Management and Number of Folios by Investor Type - Corporates, Financial Institutions/Banks, High Networth Individuals, FIIs, and Retail
- Table 52: Gilt Mutual Funds Market in India (2009): Percentage Breakdown of Assets Under Management and Number of Folios by Investor Type - Corporates, High Networth Individuals, Retail, and Financial Institutions/Banks
- Table 53: Debt Class Mutual Funds Market in India (2009): Percentage Breakdown of Assets Under Management and Number of Folios by Investor Type - Corporates, High Networth Individuals, Retail,Financial Institutions/Banks, and FIIs
- Table 54: Equity Class Mutual Funds Market in India (2009): Percentage Breakdown of Assets Under Management and Number of Folios by Investor Type - Retail, High Networth Individuals, Corporates, Financial Institutions/Banks, and FIIs
- Table 55: Balanced Mutual Funds Market in India (2009): Percentage Breakdown of Assets Under Management and Number of Folios by Investor Type - Retail, High Networth Individuals, Corporates, Financial Institutions/Banks, and FIIs
- Table 56: Gold Exchange Traded Funds Market in India (2009): Percentage Breakdown of Assets Under Management and Number of Folios by Investor Type -Corporates, Financial Institutions/Banks,FIIs, High Networth Individuals,and Retail
- Table 57: Exchange Traded Funds Market in India (2009): Percentage Breakdown of Assets Under Management and Number of Folios by Investor Type - High Networth Individuals, Corporates, FIIs, Retail, and Financial Institutions/Banks
- Table 58: Fund of Funds Market in India (2009): Percentage Breakdown of Assets Under Management and Number of Folios by Investor Type - High Networth Individuals, Retail, Corporates, Financial Institutions/Banks, and FIIs
- Table 59: Mutual Funds Market in India (2005-2007): Percentage Breakdown of Assets Under Administration of Indian Distributors by Category - Mutual Funds, Portfolio Management Services, Unit-Linked Insurance Plans, Other Life Insurance Products, and Others
- 5d.INDONESIA
- Market Overview
- Regulatory Restrictions Gnawing Growth Prospects
- Table 60: Leading Fund Managers in Indonesia (2008): Percentage Breakdown of Assets Under Management for Schroder Investment Mgmt Indonesia, Danatama Makmur Securities,Fortis Investments, Manulife Asset Mgmt Indonesia, Bahana TCW Investment Management, Danareksa Investment Management, Optima Investments,NISP Securities, Trimegah Securities,Sinarmas Securities, and Others
- Historical and Recent Past Perspective
- 5e.PAKISTAN
- Market Overview
- Table 61: Leading Fund Managers in Pakistan (2009): Percentage Breakdown of Assets Under Management for National Investment Trust Ltd., JS Investments, UBL Fund Managers,National Fullerton Asset Management Ltd.,MCB Asset Management Ltd., Arif Habib Investment Management Ltd., Al Meezan Investment Management Ltd., PICIC Asset Management Ltd., KASB Funds Ltd., Askari Investment Management Ltd., and Others
- Table 62: Leading Fund Managers in Pakistan (2006-2008): Percentage Breakdown of Assets Under Management for National Investment Trust Ltd., JS Investments, National Fullerton Asset Management Ltd., UBL Fund Managers, Arif Habib Investment Management Ltd.,PICIC Asset Management Ltd., Al Meezan Investment Management Ltd., MCB Asset Management Ltd., KASB Funds Ltd., Askari Investment Management Ltd., and Others
- Table 63: Mutual Funds Market in Pakistan (2009): Percentage Breakdown of Assets Under Management by Fund Class - Open-End Funds [Non-Islamic Funds (Income Funds, Equity Funds, Money Market Funds, Balanced Funds, Capital Protected Funds, Asset Allocation,Fund of Funds, Index Tracker Funds, and Bond Funds), and Islamic Funds (Islamic Income Funds, Islamic Equity Funds, Islamic Asset Allocation, Islamic Capital Protected Funds, and Islamic Balanced Funds)]; and Close-End Funds (Equity Funds, Balanced Funds, Capital Protected Funds, Islamic Equity Funds, Islamic Balanced Funds, Income Funds, and Fund of Funds)
- Table 64: Leading Asset Allocation/Balanced Fund in Pakistan (2008 & 2009): Percentage Breakdown of Assets Under Management for Unit Trust of Pakistan, NAFA Multi Asset Fund, MCB Dynamic Allocation Fund, KASB Balanced Fund, and Others
- Table 65: Leading Money Market/Income Funds in Pakistan (2008 & 2009): Percentage Breakdown of Assets Under Management by Fund Name - NAFA Cash Fund, MCB Dynamic Cash Fund, United Growth & Income Fund, JS Income Fund, KASB Liquid Fund, United Money Market Fund, Askari Income Fund, Pakistan Income Fund, AMZ Plus Income Fund, HBL Income Fund, and Others
- 5f.SOUTH KOREA
- Market Overview
- Regulatory Changes in the Recent Past
- 5g.TAIWAN
- Market Overview
- Table 66: Leading Mutual Fund Managers in Taiwan (2008): Breakdown of Assets Under Management in NT Million for Polaris Securities Inv Trust Co., JP Taiwan (Hong Kong), ING CHB Securities Investment and Trust (the Netherlands), Capital Inv Trust, Yuanta Securities Inv Trust Co., Prudential Corporation Asia (UK), HSBC Investments (Hong Kong), Fu Hwa Inv Trust Co., Cathay Securities Inv Trust, Allianz Global Investors, and Others
- Table 67: Leading Mutual Fund Managers in Taiwan (2008): Percentage Breakdown of Number of Funds for ING CHB Securities Investment and Trust (the Netherlands), JP Taiwan (Hong Kong), Polaris Securities Inv Trust Co., HSBC Investments (Hong Kong), Yuanta Securities Inv Trust Co., Prudential Corporation Asia (UK), Fu Hwa Inv Trust Co., Cathay Securities Inv Trust, Capital Inv Trust, Allianz Global Investors, and Others
- 5h.THAILAND
- Positive Outlook for Mutual Funds
- Table 68: Mutual Funds Market in Thailand (2007 & 2008): Percentage Breakdown of Assets Under Management by Fund Class - Fixed-Income Funds, Foreign Investment Funds, Mixed Income Funds, Equity Funds, Long-Term Equity Funds,and Others
- 5i.THE PHILIPPINES
- Market Overview
- Growth Aloof from the Mutual Fund Market Amid Recession
- Restraining Forces Check Market Growth
- Table 69: Leading Mutual Funds in the Philippines (2007): Percentage Breakdown of Assets Under Management by Fund Name - ALFM Peso Bond Fund, Sun Life Prosperity Balanced Fund, Philam Bond Fund, ALFM Dollar Bond Fund, Philam Dollar Bond Fund, Philam Strategic Growth Fund, Sun Life Prosperity Phil. Equity Fund, Philippine Stock Index Fund, Philam Fund, Philequity Fund, and Others
- 6.LATIN AMERICA
- Industry Overview
- Table 70: Mutual Funds Market in Latin America (2006-2012): Assets Under Management in US$ Billion
- 6a.ARGENTINA
- Market Overview
- Table 71: Mutual Funds Market in Argentina (2007 & 2008): Percentage Breakdown of Assets Under Management by Fund Class - Equity Funds, Money Market Funds,Fixed Income Funds, and Balanced Funds
- Table 72: Mutual Funds Market in Argentina (2007 & 2008): Percentage Breakdown of Number of Funds by Fund Class - Fixed Income Funds, Equity Funds, Money Market Funds,and Balanced Funds
- Table 73: Leading Mutual Fund Managers in Argentina (2008): Percentage Breakdown of Assets Under Management for Santander Investment; Schroders; Itau Asset Management; HSBC Adm. de Inversiones; Pellegrini; Standard Investments; Galicia Administradora de Fondos; BNP Paribas Asset Management; Macro Fondos; Frances, Adm. de Inversiones; and Others
- 6b.CHILE
- Market Overview
- Table 74: Classification of Mutual Funds
- Mutual Funds Market Posts Quick Recovery
- Table 75: Mutual Fund Market in Chile (2008-2009): Breakdown of Monthly Assets Under Management in US$ Million
- Table 76: Leading Fund Managers in Chile (2009): Percentage Breakdown of Assets Under Management for Banchile, Santander (Spain), Banco de Credito e Inversiones (BCI), BBVA (Spain), Bice, Larrain Vial, Security, BancoEstado, Scotia Sudamericano (Canada), Corp Capital, and Others
- 6c.COLOMBIA
- Market Overview
- Table 77: Leading Fund Managers in Colombia (2009): Percentage Breakdown of Assets Under Management for Destinar Ahorro e Inversion, Suramericana de Seguros, Bancolombia, and Others
- 6d.COSTA RICA
- Recession Drives Down Assets of Mutual Funds
- 6e.MEXICO
- Market Overview
- Market Trips Amid Global Financial Meltdown
- Table 78: Leading Fund Managers in Mexico (2008): Percentage Breakdown of Net Assets for BBVA Bancomer, Gestion Santander, Impulsora de Fondos Banamex,Operadora Inbursa, HSBC, and Others
- Table 79: Mutual Funds Market in Mexico (2007): Percentage Breakdown of Assets Under Management by Fund Class - Government Bonds, Bank Debts, Equities, and Others
- Table 80: Mutual Funds Market in Mexico (2007): Percentage Breakdown of Assets Under Management by Category - Financial Sector, Firms Linked with Stockbrokerages, Independent Mutual Fund Investors, and Firms Linked with Credit Organizations
- Regulatory Supervision
- 6f.PERU
- Market Overview
- Table 81: Mutual Funds Market in Peru (2008-2009): Breakdown of Monthly Assets Under Management in US$ Million
- Table 82: Mutual Funds Market in Peru (2008-2009): Breakdown of Monthly Assets Under Management of Equity Funds in US$ Million
- 6g.VENEZUELA
- Market Overview
- Competitive Scenario
- Table 83: Leading Fund Managers in Venezuela (2008): Percentage Breakdown of Assets Under Management for Mercantil, Provincial, Valores Occidentales Inversiones, Primus, and Others
- Regulatory Framework Governing Mutual Funds
- 7.THE MIDDLE EAST
- 7a.ISRAEL
- Market Overview
- Table 84: Number of Active Mutual Funds in Israel (2006-2008)
- New Regulations - Bringing a Wave of Change
- Table 85: Leading Mutual Fund Managers in Israel (2008): Percentage Breakdown of Assets Under Management for Psagot, Clal Finance, Prisma, Harel PIA, Migdal Group, I.B.I., Dash, and Others
- The Bachar Law of 2005
- 7b.UNITED ARAB EMIRATES
- Lacks Favorable Regulatory Environment
- GLOBAL DIRECTORY
|
|
