Asset Management Competitor Tracker, Q3 2009

Transcription

1 Brochure More information from Asset Management Competitor Tracker, Q Description: This monthly tracker covers product innovation, customer targeting, M&A, partnerships and organic growth activity globally in the asset management space. Scope Highlights of this title Key reasons to purchase this title - Track the strategic developments announced by your key competitors. - Assess which geographies and strategic areas are seeing the most activity. Contents: Overview Catalyst Summary Methodology INTRODUCTION The Asset Management Competitor Tracker provides both one month and 12 month views of developments Each quarter, Datamonitor tracks the most relevant announcements from 49 competitors Datamonitor's Asset Management Team provides analysis of the key developments A fully searchable database of the past 12 months of developments is also delivered alongside the report KEY TRENDS AND DEVELOPMENTS IN Q The asset management industry begins to pick up in time with the global market upswing Total developments pick up in September 2009, well above the 12 month average Q3 sees strong developments in M&A, organic growth and partnerships however product innovation continues to lead the way over customer targeting strategies Europe remains the most active region for asset management developments ETFs and general equity innovations remain popular and but Q3 also brings greater product diversity Product innovation and customer targeting Aviva Aviva Australia introduces a new range of exchange traded funds - July 2009 Aviva launches new separately managed account - September 2009 Bank of New York Mellon Dreyfus offers Dreyfus satellite alpha fund and Dreyfus diversified global fund - September 2009 Citigroup Citi unveils A $-denominated Sharia-compliant investment-linked plan - September 2009 Citi Securities and Fund Services extend fund services for Mirae Asset Management - September 2009 Crédit Agricole Crédit Agricole launches new fund in partnership with Agence Française - September 2009 Credit Suisse Credit Suisse enhances its existing Swiss exchange traded fund portfolio - July 2009 Credit Suisse introduces indexed investment solution for private investors in pensions - September 2009 Deutsche Bank Deutsche Bank launches Millennium Global Systematic Alpha fund - September 2009 Deutsche Bank offers DB Platinum currency returns + fund - September 2009 HBOS Lloyds TSB revises international bonus saver account - August 2009

2 Halifax International offers bonus saver account - August 2009 Henderson Global Investors Henderson New Star introduces first fund - September 2009 HSBC HSBC announces the launch of the FTSE 100 exchange traded fund - August 2009 ING ING Direct Italy launches an online trading platform - August 2009 JPMorgan Chase JPMorgan offers eight newly launched international exchange traded funds to ProShares - July 2009 JPMorgan WSS introduces portfolio construction tool - September 2009 Morgan Stanley Morgan Stanley Smith Barney partners with Nationwide to launch an investment and income management strategy for retirees - July 2009 Morgan Stanley Smith Barney restricts the sale of certain exchange traded funds - August 2009 Old Mutual Skandia International introduces five Invesco funds to its portfolio - July 2009 Skandia International provides advisors with new investment tools - August 2009 Skandia offers Goldman Sachs Asset Management's emerging market debt fund - September 2009 Pictet & Cie Pictet & Cie introduces Pictet precious metals fund in Switzerland - September 2009 Société Générale Lyxor introduces four new hedge funds to its managed account platform - September 2009 State Street State Street provides investment services for new Ireland-based fund of QIC - September 2009 State Street enhances global accounting system with the launch of ehorizon - September 2009 M&A, Partnerships and Organic Growth ABN Amro ABN Amro announces demerger of its businesses in the Netherlands and Belgium - September 2009 Allianz Allianz announces investments in alternative assets market - July 2009 AGF rebrands itself as Allianz in France - September 2009 Bank of New York Mellon Woori Asset Management selects BNY Mellon's asset managers for $388m international funds - July 2009 Alcentra expands its AUM with collateralized loan business of Rabobank - July 2009 TD Asset Management appoints Newton Capital Management for new global equity mandate - August 2009 BNY Mellon announces the acquisition of Insight Investment Management - August 2009 Pershing upgrades Lockwood AdvisorFlex portfolios solution - September 2009 BNP Paribas BNP Paribas Investment Partners buys 49.96% stake in Fund Channel - September 2009 BNP Paribas renames BGL as BGL BNP Paribas - September 2009 Citigroup Citi disposes of entire stake in Nikko Asset Management to Sumitomo Trust - July 2009 Citi serves Twin Haven with its range of hedge fund administration services - September 2009 Redwood Investment Management selects Citi to offer an array of fund services - September 2009 Citibank launches OSK-UOB global stimulus fund - September 2009 Commerzbank Commerzbank sells off Dresdner Bank (Switzerland) - July 2009 Commerzbank disposes its Switzerland business - July 2009 Commerzbank brand name replaces Dresdner Kleinwort globally - September 2009 Crédit Agricole Crédit Agricole and Société Générale sign agreement to launch an asset management group - July 2009 Credit Suisse Credit Suisse reduces its stake in Global Investors business - July 2009 Credit Suisse's asset management division collaborates with Reservoir Capital Group - July 2009 Deutsche Bank Deutsche Asset Management strengthens partnership with Harvest Fund Management - July 2009 Deutsche Bank agrees on strategic partnership with Sal. Oppenheim Group - August 2009 Henderson Global Investors Henderson sells St Martin's Place office to EstCapital - August 2009 HSBC Bank HSBC unveils emerging market index in collaboration with Markit - September 2009 Julius Baer Julius Baer's U.S. Asset Management Business, Artio Global Investors Inc., Priced Initial Public Offering -

3 September 2009 Julius Baer separates its private banking and asset management businesses - September 2009 Old Mutual Skandia rebrands all of its UK businesses as Skandia Investment Solutions - August 2009 Rabobank Rabobank expands partnership with Eureko - September 2009 Sal. Oppenheim Sal. Oppenheim announces the acquisition of Gen Re Capital - September 2009 UBS UBS consolidates its Middle East operations - July 2009 UniCredit Group UniCredit Real Estate disposes of Omicron Plus Fund and invests in real estate properties - September 2009 UniCredit contributes real estate assets to a real estate fund managed by REAM - September 2009 Appendix Methodology Ask the analyst Datamonitor consulting Disclaimer List of Tables Table 1: The 49 companies covered by Datamonitor's Asset Management Competitor Tracker List of Figures Figure 1: Total Developments reached a 12 month high in September 2009 Figure 2: Increases in all types of activity drive the upturn in September 2009 Figure 4: Increases in developments in M&A, Organic growth and partnerships all contribute to the flurry of activity seen in September 09 Figure 5: Customer targeting is once again dominated by product innovation developments in Q3 Figure 3: Europe appears to be spearheading the increase in activity seen in September 2009 Figure 6: September brings an increased variety of developments within the industry Ordering: Order Online - Order by Fax - using the form below Order by Post - print the order form below and send to Research and Markets, Guinness Centre, Taylors Lane, Dublin 8,

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