Introduction
This monthly tracker covers product innovation, customer targeting, M&A, partnerships and organic growth activity globally in the asset management space.
Valuable Ponit:
*Track the strategic developments announced by your key competitors.
*Assess which geographies and strategic areas are seeing the most activity.
Table of Contents :
Overview 1
Catalyst 1
Summary 1
Methodology 1
Table of Contents 2
INTRODUCTION 3
The Asset Management Competitor Tracker provides both one month and 12 month views of developments 3
Each quarter, Datamonitor tracks the most relevant announcements from 49 competitors 3
Datamonitor's Asset Management Team provides analysis of the key developments 3
A fully searchable database of the past 12 months of developments is also delivered alongside the report 4
KEY TRENDS AND DEVELOPMENTS IN Q4 2009 5
The asset management industry begins to pick up in time with the global market upswing 5
Total developments held steady in Q4, hovering around the 12 month average 5
Q4 sees strong developments in M&A while product innovation continues to lead the way over customer targeting strategies 6
Europe remains the most active region for asset management developments 8
ETFs and general equity innovations remain popular and but Q4 sees launches of commodity and currency funds 9
Product innovation and customer targeting 11
Aviva 11
Aviva launches a capital protection fund - December 09 11
Bank of New York Mellon 11
Dreyfus introduces Brazil equity fund - December 09 11
BNY Mellon Asset Management introduces Brazilian equity fund for Japanese investors - December 09 11
Citigroup 12
Citibank Hungary adds Pioneer Investments mutual funds to its portfolios - November 09 12
Crédit Agricole 12
Crédit Agricole Private Equity announces LCL Innovation 2009 FCPI mutual fund - November 09 13
Credit Suisse 13
Credit Suisse offers physically backed gold ETF - October 09 13
Credit Suisse introduces euro-based FX factor fund - October 09 13
Credit Suisse Advanced Execution Services unveils algorithmic trading in Indonesia - December 09 14
Goldman Sachs 14
Goldman Sachs Asset Management offers onshore funds business in Brazil - October 09 14
HSBC 14
HSBC announces the launch of eurozone equity ETF - October 09 14
HSBC Global Asset Management introduces Middle East and North Africa fund - October 09 15
Invesco 15
Invesco Aim re-structures AIM Independence Funds - October 09 15
Invesco introduces a suite of mutual funds - November 09 16
Invesco Trimark improves currency-hedged versions of US equity and global balanced funds - October 09 16
Invesco PowerShares lists Build America Bond ETF on NYSE Arca - November 09 18
JPMorgan Chase 18
JPMorgan offers securities lending services in Taiwan - November 09 18
KBC 18
KBC Asset Management introduces KBC Water Fund for UK investors- October 09 18
Old Mutual 19
Skandia unveils platform due diligence guide for advisors - November 09 19
Skandia offers six BlackRock tracker funds on its platform - November 09 19
Old Mutual Global Index Trackers lists emerging markets ETF on NYSE - December 09 20
Schroders 20
Schroders introduces UCITS III hedge fund platform - October 09 20
SEB 21
World Bank issues third green bond - December 09 21
State Street 21
State Street Global Advisors introduces US community investing index strategy - December 09 21
UBS 21
UBS launches commodity exchange traded notes linked to the Dow Jones UBS Commodity Index - October 09 21
UBS introduces international algorithmic trading in Brazil - November 09 22
M&A, Partnerships and Organic Growth 23
ABN Amro 23
ABN Amro Group splits into ABN Amro Bank and The Royal Bank of Scotland - October 09 23
ABN Amro and Deutsche Bank signs share purchase agreement - December 09 23
Aviva 23
BlackRock Investment Management transfers two of its real estate funds to Aviva Investors Global Services - November 09 23
Bank of New York Mellon 24
BNY Mellon opens a new sales office in Hong Kong - October 09 24
BNY Mellon acquires Insight Investment Management - November 09 24
BNY Mellon acquires a 20% stake in Siguler Guff - November 09 24
Mellon Capital Management manages global tactical asset allocation strategy for Jackson National Asset Management - December 09 24
Citigroup 24
Citi completes the sale of Nikko Asset Management to Sumitomo Trust - October 09 25
Crédit Agricole 25
Crédit Agricole and Société Générale receives approval for Amundi - December 09 25
Credit Suisse 26
Man Investments and Credit Suisse introduce an independent managed accounts initiative - November 09 26
Deutsche Bank 26
Deutsche Bank prepares for the acquisition of Sal. Oppenheim - October 09 26
Invesco 26
Invesco announces the acquisition of Morgan Stanley's retail asset management business - October 09 26
JPMorgan Chase 27
JPMorgan sponsors Vanguard ETFs listed in Mexico - November 09 27
Julius Baer 27
Julius Baer completes segregation of businesses - October 09 27
Julius Baer announces plans to acquire ING Bank (Switzerland) - October 09 27
Old Mutual 28
Skandia Investment appoints Schroders to manage its UK equity fund - December 09 28
Skandia Investment awards UK equity mandate to Investec Asset Management - December 09 29
Skandia UK Holding completes the sale of Bankhall - October 09 29
Rabobank 29
Rabobank launches a private equity fund in conjunction with EBRD - November 09 29
Rabobank introduces its Dutch Greentech fund - November 09 30
Sal. Oppenheim 30
Sal. Oppenheim and Cologne Re announce the acquisition of Gen Re Capital - December 09 30
Sal. Oppenheim agrees on the sale of derivative business to Macquarie - December 09 31
Schroders 31
Schroders joins with ABN Amro in the Netherlands for fund distribution - November 09 31
Société Générale 31
Lyxor Asset Management and Tudor Investment enters into an agreement to launch a new fund - October 09 31
Société Générale completes purchase of Dexia's stake in Crédit du Nord - December 09 32
TCW and MetWest announce a definitive acquisition agreement - December 09 32
Appendix 33
Methodology 33
Further reading 33
Ask the analyst 33
consulting 33
Disclaimer 33
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