CHAPTER 1 INTRODUCTION
1.1 Databook Structure
CHAPTER 2 EUROPE
2.1 Key Findings
2.2 European Overview
Table 1: European retail savings and investment market, segmented by counand product, 2001
Table 2: European retail savings and investment market segmented by produreal values, 1997-2001
Table 3: European retail mutual funds, segmented by country, real values, 1992001
Table 4: Mutual funds share of the European savings and investment marksegmented by country, 1997-2001
Table 5: European mutual fund assets per capita, segmented by country, revalues, 1997-2001
Table 6: European mutual funds market, segmented by asset class, 1997-2001
Table 7: European retail mutual funds market, segmented by country and assclass, 2001
2.3 Product Segmentation
Table 8: European retail equity funds, segmented by country, real values, 1992001
Table 9: European retail bond funds, segmented by country, real values, 1992001
Table 10: European retail money market funds, segmented by country, real value1997-2001
Table 11: European retail balanced funds, segmented by country, real value1997-2001
Table 12: European retail property funds, segmented by country, real value1997-2001
Table 13: European retail other funds, segmented by country, real values, 1992001
2.4 Competition
Table 14: Top 5 mutual fund competitor concentration, by country, 2001
2.5 Forecast
Table 15: Forecasts for the European retail mutual funds market, assets undmanagement, 2001-2006f
Table 16: Forecasts for the European retail mutual funds as a proportion of ttotal European retail savings and investments market, 2001-2006f
CHAPTER 3 BELGIUM
3.1 Market Overview
Table 17: Total Belgian mutual funds, segmented by investor, 1997-2001
Table 18: Belgian retail mutual funds, segmented by domicile, 1997-2001
Table 19: Belgian retail mutual funds, segmented by asset class, 1997-2001
Table 20: Total Belgian mutual funds, segmented according to investment polic1997-2001
Table 21: Total Belgian mutual funds, segmented by legal structure, 1997-2001
Table 22: Total Belgian mutual funds gross inflows, segmented by asset clas1997-2001
Table 23: Total Belgian mutual funds gross outflows, segmented by asset clas1997-2001
Table 24: Total Belgian mutual funds net inflows, segmented by asset class, 1992001
Table 25: Total Belgian mutual fund assets per capita, 1997-2001
3.2 Distribution
Table 26: Belgian retail mutual funds, distribution channels, 2001
3.3 Competition
Table 27: Total Belgian mutual funds, principal competitors, 1997-2001
3.4 Forecast
Table 28: Forecasts for retail mutual funds in Belgium, assets under manageme2001-2006f
Table 29: Forecasts for retail mutual funds as a proportion of the total Belgian retsavings and investments market, 2001-2006f
CHAPTER 4 DENMARK
4.1 Market Overview
Table 30: Total Danish mutual funds, segmented by investor, 1997-2001
Table 31: Danish retail mutual funds, segmented by asset class, 1997-2001
Table 32: Danish non-retail mutual funds, segmented by asset class, 1997-2001
Table 33: Total Danish mutual funds, segmented according to investment polic1997-2001
Table 34: Total Danish mutual funds gross inflows, segmented by asset clas1997-2001
Table 35: Total Danish mutual funds gross outflows, segmented by asset clas1997-2001
Table 36: Total Danish mutual funds net inflows, segmented by asset class, 1992001
Table 37: Total Danish mutual fund assets per capita, 1997-2001
4.2 Distribution
Table 38: Danish retail mutual funds, distribution channels, 2001
4.3 Competition
Table 39: Total Danish mutual funds, principal competitors, 1997-2001
4.4 Forecast
Table 40: Forecasts for retail mutual funds in Denmark, assets undmanagement, 2001-2006f
Table 41: Forecasts for retail mutual funds as a proportion of total Danish retsavings and investments, 2001-2006f
CHAPTER 5 FRANCE
5.1 Market Overview
Table 42: Total French mutual funds, segmented by investor, 1997-2001
Table 43: French retail mutual funds, segmented by domicile, 1997-2001
Table 44: French retail mutual funds, segmented by asset class, 1997-2001
Table 45: French non-retail mutual funds, segmented by asset class, 1997-2001
Table 46: Total French mutual funds, segmented according to investment polic1997-2001
Table 47: Total French mutual funds, segmented by legal structure, 1997-2001
Table 48: Total French mutual funds gross inflows, segmented by asset clas1997-2001
Table 49: Total French mutual funds gross outflows, segmented by asset clas1997-2001
Table 50: Total French mutual funds net inflows, segmented by asset class, 1992001
Table 51: Total French mutual fund assets per capita, 1997-2001
5.2 Distribution
Table 52: French retail mutual funds, distribution channels, 2001
5.3 Competition
Table 53: Total French mutual funds, principal competitors, 2001
5.4 Forecast
Table 54: Forecasts for retail mutual funds in France, assets under manageme2001-2006f
Table 55: Forecasts for French retail mutual funds as proportion of French retsavings and investments market, 2001-2006f
CHAPTER 6 GERMANY
6.1 Market Overview
Table 56: Total German mutual funds, segmented by investor, 1997-2001
Table 57: German retail mutual funds, segmented by domicile, 1997-2001
Table 58: German retail mutual funds, segmented by asset class, 1997-2001
Table 59: German non-retail mutual funds, segmented by asset class, 1997-2001
Table 60: Total German mutual funds gross inflows, segmented by asset clas1997-2001
Table 61: Total German mutual funds gross outflows, segmented by asset cla1997-2001
Table 62: Total German mutual funds net inflows, segmented by asset class, 1992001
Table 63: Total German mutual fund assets per capita, 1997-2001
6.2 Distribution
Table 64: German retail mutual funds, distribution channels, 2001
6.3 Competition
Table 65: Total Germany mutual funds, principal competitors, 1997-2001
6.4 Forecast
Table 66: Forecasts for retail mutual funds in Germany, assets undmanagement, 2001-2006f
Table 67: Forecasts for retail mutual funds as a proportion of the total Germretail savings and investments market, 2001-2006f
CHAPTER 7 IRELAND
7.1 Market Overview
Table 68: Total Irish mutual funds, segmented by investor, 1997-2001
Table 69: Irish retail mutual funds, segmented by asset class, 1997-2001
Table 70: Total Irish mutual fund assets per capita, 1997-2001
7.2 Forecast
Table 71: Forecasts for retail mutual funds in Ireland, assets under manageme2001-2006f
Table 72: Forecasts for retail mutual funds as a proportion of the total Irish retsavings and investments market, 2001-2006f
CHAPTER 8 ITALY
8.1 Market Overview
Table 73: Total Italian mutual funds, segmented by investor, 1997-2001
Table 74: Italian retail mutual funds, segmented by domicile, 1997-2001
Table 75: Italian retail mutual funds, segmented by asset class, 1997-2001
Table 76: Total Italian mutual funds, segmented according to investment polic1997-2001
Table 77: Total Italian mutual funds gross inflows, segmented by asset clas1997-2001
Table 78: Total Italian mutual funds gross outflows, segmented by asset clas1997-2001
Table 79: Total Italian mutual funds net inflows, segmented by asset class, 1992001
Table 80: Total Italian mutual fund assets per capita, 1997-2001
8.2 Distribution
Table 81: Italian retail mutual funds, distribution channels, 2001
8.3 Competition
Table 82: Total Italian mutual funds, principal competitors, 1997-2001
8.4 Forecast
Table 83: Forecasts for retail mutual funds in Italy, assets under manageme2001-2006f
Table 84: Forecasts for retail mutual funds as proportion of the total Italian retsavings and investments market, 2001-2006f
CHAPTER 9 NETHERLANDS
9.1 Market Overview
Table 85: Total Dutch mutual funds, segmented by investor, 1997-2001
Table 86: Dutch retail mutual funds, segmented by asset class, 1997-2001
Table 87: Dutch non-retail mutual funds, segmented by asset class, 1997-2001
Table 88: Total Dutch mutual funds, segmented according to investment polic1997-2001
Table 89: Total Dutch mutual funds net inflows, segmented by asset class, 1992001
Table 90: Total Dutch mutual fund assets per capita, 1997-2001
9.2 Distribution
Table 91: Dutch retail mutual funds, distribution channels, 2001
9.3 Competition
Table 92: Total Dutch mutual funds, principal competitors, 2001
9.4 Forecast
Table 93: Forecasts for retail mutual funds in the Netherlands, assets undmanagement, 2001-2006f
Table 94: Forecasts for retail mutual funds as a proportion of the total Dutch retsavings and investments market, 2001-2006f
CHAPTER 10 NORWAY
10.1 Market Overview
Table 95: Total Norwegian mutual funds, segmented by investor, 1997-2001
Table 96: Norwegian retail mutual funds, segmented by asset class, 1997-2001
Table 97: Norwegian non-retail mutual funds, segmented by asset class, 1992001
Table 98: Total Norwegian mutual funds, segmented according to investmepolicy, 1997-2001
Table 99: Total Norwegian mutual funds gross inflows, segmented by asset clas1997-2001
Table 100: Total Norwegian mutual funds gross outflows, segmented by asset clas1997-2001
Table 101: Total Norwegian mutual funds net inflows, segmented by asset clas1997-2001
Table 102: Total Norwegian mutual fund assets per capita, 1997-2001
10.2 Distribution
Table 103: Norway retail mutual funds, distribution channels, 2001
10.3 Competition
Table 104: Total Norwegian mutual funds, principal competitors, 1997-2001
10.4 Forecast
Table 105: Forecasts for retail mutual funds in Norway, assets under manageme2001-2006f
Table 106: Forecasts for retail mutual funds as a proportion of the total Norwegiretail savings and investments market, 2001-2006f
CHAPTER 11 SPAIN
11.1 Market Overview
Table 107: Total Spanish mutual funds, segmented by investor, 1997-2001
Table 108: Spanish retail mutual funds, segmented by domicile, 1997-2001
Table 109: Spanish retail mutual funds, segmented by asset class, 1997-2001
Table 110: Spanish non-retail mutual funds, segmented by asset class, 1997-2001
Table 111: Total Spanish mutual funds, segmented according to investment polic1997-2001
Table 112: Total Spanish mutual funds, segmented by legal structure, 1997-2001
Table 113: Total Spanish mutual funds gross inflows, segmented by asset clas1997-2001
Table 114: Total Spanish mutual funds gross outflows, segmented by asset cla1997-2001
Table 115: Total Spanish mutual funds net inflows, segmented by asset class, 1992001
Table 116: Total Spanish mutual fund assets per capita, 1997-2001
11.2 Distribution
Table 117: Spanish retail mutual funds, distribution channels, 2001
11.3 Competition
Table 118: Total Spanish mutual funds, principal competitors, 1997-2001
11.4 Forecast
Table 119: Forecasts for retail mutual funds in Spain, assets under manageme2001-2006f
Table 120: Forecasts for retail mutual funds as a proportion of the total Spaniretail savings and investments market, 2001-2006f
CHAPTER 12 SWEDEN
12.1 Market Overview
Table 121: Total Swedish mutual funds, segmented by investor, 1997-2001
Table 122: Swedish retail mutual funds, segmented by domicile, 1997-2001
Table 123: Swedish retail mutual funds, segmented by asset class, 1997-2001
Table 124: Swedish non-retail mutual funds, segmented by asset class, 1997-2001
Table 125: Total Swedish mutual funds gross inflows, segmented by asset clas1997-2001
Table 126: Total Swedish mutual funds gross outflows, segmented by asset clas1997-2001
Table 127: Total Swedish mutual funds net inflows, segmented by asset clas1997-2001
Table 128: Total Swedish mutual fund assets per capita, 1997-2001
12.2 Distribution
Table 129: Swedish retail mutual funds, distribution channels, 2001
12.3 Competition
Table 130: Total Swedish mutual funds, principal competitors, 1997-2001
12.4 Forecast
Table 131: Forecasts for retail mutual funds in Sweden, assets under manageme2001-2006f
Table 132: Forecasts for retail mutual funds as a proportion of the total Swediretail savings and investments market, 2001-2006f
CHAPTER 13 SWITZERLAND
13.1 Market Overview
Table 133: Total Swiss mutual funds, segmented by investor, 1997-2001
Table 134: Swiss retail mutual funds, segmented by domicile, 1997-2001
Table 135: Swiss retail mutual funds, segmented by asset class, 1997-2001
Table 136: Total Swiss mutual funds gross inflows, segmented by asset clas1997-2001
Table 137: Total Swiss mutual funds gross outflows, segmented by asset clas1997-2001
Table 138: Total Swiss mutual funds net inflows, segmented by asset class, 1992001
Table 139: Total Swiss mutual fund assets per capita, 1997-2001
13.2 Distribution
Table 140: Swiss retail mutual funds, distribution channels, 2001
13.3 Competition
Table 141: Total Swiss mutual funds, principal competitors, 1997-2001
13.3 Forecast
Table 142: Forecasts for retail mutual funds in Switzerland, assets undmanagement, 2001-2006f
Table 143: Forecasts for retail mutual funds as a proportion of total Swiss retsavings and investments market, 2001-2006f
CHAPTER 14 UNITED KINGDOM
14.1 Market Overview
Table 144: Total UK mutual funds, segmented by investor, 1997-2001
Table 145: UK retail mutual funds, segmented by domicile, 1997-2001
Table 146: UK retail mutual funds, segmented by asset class, 1997-2001
Table 147: UK non-retail mutual funds, segmented by asset class, 1997-2001
Table 148: Total UK mutual funds, segmented according to investment policy, 1992001
Table 149: Total UK mutual funds, segmented by legal structure, 1997-2001
Table 150: Total UK mutual funds gross inflows, segmented by asset class, 1992001
Table 151: Total UK mutual fund assets per capita, 1997-2001
14.2 Distribution
Table 152: UK retail mutual funds, distribution channels, 2001
14.3 Competition
Table 153: Total UK mutual funds, principal competitors, unit trust, 1997-2001
Table 154: Total UK mutual funds, principal competitors, investment trust, 1992001
14.4 Forecast
Table 155: Forecasts for retail mutual funds in the UK, assets under manageme2001-2006f
Table 156: Forecasts for retail mutual funds as a proportion of the total UK retsavings and investments market, 2001-2006f
CHAPTER 15 APPENDIX
15.1 Country specific
Table 157: The regulatory environment of the Belgian mutual funds market
Table 158: Fund structures in Belgium
Table 159: The regulatory environment of the Danish mutual funds markets
Table 160: The regulatory environment of the French mutual funds market
Table 161: Fund structure in France
Table 162: The regulatory environment of the German mutual funds market
Table 163: Fund structure in Germany
Table 164: The regulatory environment of the Italian mutual funds market
Table 165: Fund structure in Italy
Table 166: The regulatory environment of the Irish mutual funds markets
Table 167: The regulatory environment of the Dutch mutual funds market
Table 168: The regulatory environment of the Norwegian mutual funds markets
Table 169: The regulatory environment of the Spanish mutual funds market
Table 170: Fund structures in Spain
Table 171: The regulatory environment of the Swedish mutual funds markets
Table 172: The regulatory environment of the Swiss mutual funds market
Table 173: The regulatory environment of the UK mutual funds market
Table 174: Fund structures in the United Kingdom
15.2 Macroeconomic Data
Table 175: European exchange rates for Euro conversion, 1997-2001
Table 176: European consumer price index (CPI) re-based to 100 in 200segmented by country, 1997-2001
Table 177: European populations, segmented by country, 1997-2001
Table 178: Forecasted European populations, 2002f-2006f
15.3 Definitions
15.3 Abbreviations
Table 179: Currency and data abbreviations
Table 180: Country abbreviations
15.4 Research Methodology
15.5 Data Integracy
15.6 Bibliography
15.7 Relevant links
15.8 Future Readings
15.9 SPP Writing Team
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