資產管理企業的動向：2008年1月

Abstract

Overview

Introduction

This monthly tracker covers product innovation, customer targeting, M&A, partnerships and organic growth activity globally in the asset management space.

Reasons to Purchase

• Track the strategies announced by 50+ of your key competitors
• Assess which geographies and strategic areas are seeing the most activity

Table of Contents

• Overview
  • Catalyst
  • Summary
• Table of Contents
• The Roundup
  • Mergers and acquisitions, partnerships and organic growth
    • M&A
    • Partnerships
    • Organic Growth
  • Product innovation and customer targeting
    • Product innovation
      • Hedge funds
      • Capital protected/Structured products
      • Infrastructure funds
      • Ethical investments
      • Exchange traded funds
    • Customer targeting
• M&A, Partnerships and organic growth: The developments
  • ABN AMRO
    • Netherlands: ABN AMRO receives permission for separation and sale to Fortis of asset management business (Divestment) - January 2008
  • Bank of New York Mellon
    • Brazil: Bank of New York Mellon acquires Brazil' s ARX Capital Management (M&A) - January 2008
  • Citigroup
    • China: Citibank and Legg Mason offer mutual funds in China (Partnership) - January 2008
  • Credit Suisse
    • Global/Switzerland: Credit Suisse, AIL and South Pole to launch carbon investment vehicle (Partnership) - January 2008
  • Deutsche Bank
    • China: Deutsche Bank increases stake in Chinese funds management company Harvest (M&A) - January 2008
    • Germany/Global: Deutsche Bank creates global markets investment platform (Distribution) - January 2008
  • Dexia
    • Poland: Dexia Asset Management to open Warsaw branch (Organic Growth) - January 2008
  • Fortis
    • Netherlands: ABN AMRO' s asset management division approved for demerger and subsequent sale to Fortis (Divestment) - January 2008
  • Morgan Stanley
    • US: Morgan Stanley acquires stake in venture capital firm NGEN Partners (M&A) - January 2008
  • State Street
    • US: State Street expands custody and fund administration relationship with Columbia Management (Partnership) - January 2008
  • Swiss Life
    • Germany: Swiss Life publishes voluntary public takeover bid for AWD Holding (M&A) - January 2008
  • Unicredit
    • Ukraine: Bank Austria finalises acquisition of Ukrainian bank Ukrsotsbank (M&A) - January 2008
• Product innovation and customer targeting: the developments
  • ABN AMRO
  • Amvescap
    • US: Invesco' s AIM Investments to reopen its European Fund to take advantage of market volatility (Product innovation) - January 2008
    • India: Invesco' s PowerShares to list first Indian equity-based ETF (Product innovation) - January 2008
  • Aviva
    • Australia: Aviva adds portfolio weighting for tax efficiency on its Navigator platform (Product innovation) - January 2008
  • BNP Paribas
    • Canada: BNP subsidiary Innocap establishes family of synthetic trackers (Product innovation) - January 2008
  • Deutsche Bank
    • UK/US: Deutsche Bank targets investors with the launch of new ETFs (Product innovation) - January 2008
  • Fortis
    • Belgium/Luxemburg: Fortis launches ABN AMRO ' green' investment note (Product innovation) - January 2008
  • Franklin Templeton
    • US: Franklin Templeton introduces international bond fund to US investors (Product innovation) - January 2008
  • Henderson Global Investors
    • US: Henderson launches its first institutional fund for US investors (Customer targeting) - January 2008
    • UK/Global: Henderson aims at lower-end retail investors by reducing its multi-manager fund investment thresholds (Customer targeting) - January 2008
    • China/Asia: Henderson launches Chinese long/short fund using contracts for difference (Product innovation) - Jan 08
  • Julius Baer
    • Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product innovation) - January 2008
  • Morgan Stanley
    • Australia: Morgan Stanley launches new FX strategy (Product innovation) - January 2008
    • US/Global: Morgan Stanley launches global long/short fund of hedge funds (Product innovation) - January 2008
  • Schroders
    • Global/Luxemburg: Schroders launches alternative investment product for institutional clients (Product innovation) - January 2008
  • Extra Companies
    • Japan: RBS launches two structured bonds (Product innovation) - January 2008
• APPENDIX
  • Methodology
  • Index of strategies by company
    • ABN AMRO
    • Amvescap
    • Aviva
    • Bank of New York Mellon
    • BNP Paribas
    • Citigroup
    • Credit Suisse
    • Deutsche Bank
    • Dexia
    • Fortis
    • Franklin Templeton
    • Henderson Global Investors
    • Julius Baer
    • Morgan Stanley
    • Schroders
    • State Street
    • Swiss Life
    • Unicredit
  • Index of strategies by geography
    • Western Europe
      • Germany
      • UK
      • Benelux
    • Central and Eastern Europe
      • Poland
    • North America
      • US
    • South and Central America
      • Brazil
    • Asia
      • Australia
      • India
      • China
  • Index of strategies by trend
    • M&A
    • Partnerships
    • Organic Growth
    • Product innovation
      • Hedge funds
      • Capital protected/Structured products
      • Infrastructure funds
      • Ethical investments
      • Exchange traded funds
    • Customer targeting
  • Further reading
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer