Targeting offshore investors: Hong Kong and Singapore

Reasons to Purchase

Indepth data on the size and composition of the offshore investment market in Hong Kong and Singapore. This is the only report in the market that will combine rigorous data
collection with insightful analysis

Scope

Analysis of the primary offshore markets in Asia; Hong Kong and Singapore. Focused on investments in deposits and mutual funds

Data quantifies the total offshore market and examines the asset flows in terms of products and geographic ownership of offshore assets

Report Highlights

Asian investors represent the greatest opportunity in terms of market size and growth. While Asian investors hold a small amount of assets within Singaporean mutual fund investments, less than USD500m, the growth rate is exceptionally high at over 50% CAGR from 1999-2001. Potential and existing competitors should target these investors as a matter of priority.

INTRODUCTION

What is this report about?

Who is the target reader?

How to use this report?

Methodology

MARKET CONTEXT

Introduction

What is offshore?

Why do assets flow offshore?

The Offshore Centers

Hong Kong

Singapore

International regulatory focus

OECD and FATF focus

CUSTOMER FOCUS - ASSET FLOWS

Global offshore investments

Offshore investments in Hong Kong and Singapore

Product and Investor groups

Geographic origin of assets

Investor groups in Hong Kong and Singapore

Investor groups in Hong Kong

Investor groups in Singapore

KEY OPPORTUNITIES IN THE OFFSHORE MARKET

Primary market opportunities

Key customer targets in Singaporean funds

Key customer targets in Singaporean deposits

Key customer targets in Hong Kong funds

Key customer targets in Hong Kong funds

APPENDIX

Data tables

Definitions

Contacts

Do you need further information?

Datamonitor financial services consulting

LIST OF TABLES

Table 1: Overview of the tax and regulatory environment in Hong Kong, 2001

Table 2: Overview of the tax and regulatory environment in Singapore, 2001

Table 3: Legal and regulatory initiatives affecting offshore centers (OCs), 2002

Table 4: Aggregate offshore assets held in fund and deposit based assets, HoKong and Singapore, USD m, 1999-2001

Table 5: Aggregate offshore assets held by institutional and retail investors in Hong Kong, by asset type, USD m, 1999-2001

Table 6: Aggregate offshore assets held by institutional and retail investors Singapore, by asset type, USD m, 1999-2001

Table 7: Aggregate offshore assets held in Singapore, split by asset type ageographic ownership of assets, USD m, 1999-2001

Table 8: Aggregate offshore assets held in Hong Kong, split by asset type ageographic ownership of assets, USD m, 1999-2001

LIST OF FIGURES

Figure 1: Total assets invested offshore amounted to nearly USD3 trillion in 2000

Figure 2: Offshore assets held in Hong Kong amounted to USD137.2 billion at tend of 2001

Figure 3: Deposits are still the dominate offshore investments in both Hong Koand Singapore, 2001

Figure 4: The market for offshore deposit-based investments is contracting rapidin a number of locations, CAGR 1998 to 2000

Figure 5: Offshore assets held in investment funds are growing over 20% fastthan the average growth rate of deposits, CAGR 1998 to 2000

Figure 6: Offshore retail investors in Hong Kong are growing in significance,2001

Figure 7: Institutional investors are moving away from deposit based investment 2001

Figure 8: The offshore fund management industry in Singapore is immature, 2001

Figure 9: Investors from within Asia are increasingly important sources ooffshofunds in Hong Kong and Singapore, 2001

Figure 10: The significance of European investors in Hong Kong-based mutuafunhas decreased slightly from 1999-2001

Figure 11: European investors dominate the offshore deposit market and represeanincreasing proportion of the total, 2001

Figure 12: North American presence in Singaporean offshore funds is declinin2001

Figure 13: Asian investors own over 50% of the offshore deposits based Singapore2001

Figure 14: The Singaporean fund market lacks opportunity at present but haslargpotential due to rapid growth rate, 2001

Figure 15: Northern American investors offer the least opportunity fooffshoproviders, 2001

Figure 16: No one customer group represents a ‘priority’ opportunity fooffshodeposit providers, 2001

Figure 17: Hong Kong -based funds represent a huge opportunity for providersoffshore services, 2001

Figure 18: The range of opportunities in the provision of offshore deposits is diveracross the four investor groups, 2001