Asset Management Competitor Tracker, February 2008

Publication Date	April 2008
Publisher	Datamonitor
Product Type	Report
Pages	29
ISBN Number	not applicable
Product Code	DAT11087

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Summary

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.

Content

Overview
Catalyst
Summary
The Roundup
- Mergers and acquisitions, partnerships and organic growth
- M&A
- Partnerships
- Organic Growth
- Product innovation and customer targeting
- Product innovation
- Hedge funds
- Property investment
- Ethical investments
- Exchange traded funds
- Customer targeting
- Offshore
- M&A, Partnerships and organic growth: The developments
- BNP Paribas
- Turkey: BNP Paribas collaborates with TEB on securities services (Partnership) - February 2008
- Crdit Agricole
- Saudi Arabia: Crdit Agricole engages in joint venture with Banque Saudi Fransi (Partnership) - February 2008
- Australia: Crdit Agricole creates subsidiary to focus on institutional and multi-manager clients (Organic growth) - February 2008
- Crdit Suisse
- Australia: Crdit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008
- Deutsche Bank
- US: Deutsche Bank acquires hedge fund administrator HedgeWorks (M&A) - February 2008
- Franklin Templeton
- Vietnam: Franklin Templeton acquires stake in private equity investment company, Vietcombank Fund Management (M&A) - February 2008
- HBOS
- UK: Bank of Scotland and Oxford Investment launch co-investment program (Partnership) - February 2008
- HSBC
- France: HSBC receives offer for sale of French subsidiaries from Banque Fdrale des Banques Populaires (Divestment) - February 2008
- Mellon Financial Corp
- US: Dreyfus Corporation and WisdomTree Investments partner over ETF products (Partnership) - February 2008
- Morgan Stanley
- Vietnam: Morgan Stanley receives approval for joint venture with Gateway Securities (Partnership) - February 2008
- Santander
- Brazil: Santander purchases ABN AMRO's asset management activities in Brazil (M&A) - February 2008
- Socit Gnrale
- France: Socit Gnrale to acquire former Capitalia Securities services business from UniCredit (M&A) - February 2008
- Swiss Life
- Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008
- UBS
- France: UBS completes acquisition of Caisse Centrale de Rescompte Group (M&A) - February 2008
- Unicredit
- Monaco: UniCredit sells Monaco branch to Compagnie Mongasque de Banque (Divestment) - February 2008
Product Innovation and Customer Targeting: The Developments
- Amvescap
- US: AIM Investments offers customized reports for defined contribution plans - (Product innovation) - February 2008
- US: PowerShares India Portfolio ETF allows foreign investment in Indian equities (Product innovation) - February 2008
- Aviva
- UK: Morley launches logistics property fund with SachsenFonds (Product innovation) - February 2008
- Bank of New York Mellon
- US: BNY Mellon launches acquisition service (Customer targeting) - February 2008
- Barclays
- UK: Barclays launches investment ISA (Product innovation) - February 2008
- Citigroup
- Hong Kong: Citibank enhances online securities trading platform (Product innovation) - February 2008
- Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a 'green' product (Product innovation) - February 2008
- Deutsche Bank
- UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product innovation) - February 2008
- US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index (Product innovation) - February 2008
- Franklin Templeton
- US: Franklin Templeton launches India growth fund (Product innovation) - February 2008
- Goldman Sachs
- US/Global: Goldman Sachs introduces local emerging markets debt fund (Product innovation) - February 2008
- US: Goldman Sachs launches tax-efficient equity fund (Product innovation) - February 2008
- Henderson Global Investors
- Global: Henderson launches Pan European active fund to take advantage of undervalued companies (Product innovation) - February 2008
- Pictet & Cie
- Hong Kong: Pictet & Cie targets retail investors with global theme funds (Customer targeting) - February 2008
Appendix
- Methodology
Index of Strategies by Company
- Abn Amro
- Netherlands: ABN AMRO receives permission for separation and sale to Fortis of asset management business (Divestment) - January 2008
- 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
- US: AIM Investments offers customized reports for defined contribution plans - (Product innovation) - February 2008
- US: PowerShares India Portfolio ETF allows foreign investment in Indian equities (Product innovation) - February 2008
- Aviva
- Australia: Aviva adds portfolio weighting for tax efficiency on its Navigator platform (Product innovation) - January 2008
- UK: Morley launches logistics property fund with SachsenFonds (Product innovation) - February 2008
- Bank of New York Mellon
- Brazil: Bank of New York Mellon acquires Brazil's ARX Capital Management (M&A) - January 2008
- US: BNY Mellon launches acquisition service (Customer targeting) - February 2008
- Barclays
- UK: Barclays launches investment ISA (Product innovation) - February 2008
- BNP Paribas
- Canada: BNP subsidiary Innocap establishes family of synthetic trackers (Product innovation) - January 2008
- Turkey: BNP Paribas collaborates with TEB on securities services (Partnership) - February 2008
- Citigroup
- China: Citibank and Legg Mason offer mutual funds in China (Partnership) - January 2008
- Hong Kong: Citibank enhances online securities trading platform (Product innovation) - February 2008
- Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a 'green' product (Product innovation) - February 2008
- Credit Agricole
- Saudi Arabia: Crdit Agricole engages in joint venture with Banque Saudi Fransi (Partnership) - February 2008
- Australia: Crdit Agricole creates subsidiary to focus on institutional and multi-manager clients (Organic growth) - February 2008
- Credit Suisse
- Global/Switzerland: Credit Suisse, AIL and South Pole to launch carbon investment vehicle (Partnership) - January 2008
- Australia: Crdit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 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
- UK/US: Deutsche Bank targets investors with the launch of new ETFs (Customer Targeting) - January 2008
- US: Deutsche Bank acquires hedge fund administrator HedgeWorks (M&A) - February 2008
- UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product innovation) - February 2008
- US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index (Product innovation) - February 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
- 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
- Vietnam: Franklin Templeton acquires stake in private equity investment company, Vietcombank Fund Management (M&A) - February 2008
- US: Franklin Templeton launches India growth fund (Product innovation) - February 2008
- Goldman Sachs
- US/Global: Goldman Sachs introduces local emerging markets debt fund (Product innovation) - February 2008
- US: Goldman Sachs launches tax-efficient equity fund (Product innovation) - February 2008
- HBOS
- UK: Bank of Scotland and Oxford Investment launch co-investment program (Partnership) - February 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
- Global: Henderson launches Pan European active fund to take advantage of undervalued companies (Product innovation) - February 2008
- HSBC
- France: HSBC receives offer for sale of French subsidiaries from Banque Fdrale des Banques Populaires (Divestment) - February 2008
- Julius Baer
- Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product innovation) - January 2008
- Morgan Stanley
- US: Morgan Stanley acquires stake in venture capital firm NGEN Partners (M&A) - January 2008
- 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
- Vietnam: Morgan Stanley receives approval for joint venture with Gateway Securities (Partnership) - February 2008
- Pictet & Cie
- Hong Kong: Pictet & Cie targets retail investors with global theme funds (Customer targeting) - February 2008
- Santander
- Brazil: Santander purchases ABN AMRO's asset management activities in Brazil (M&A) - February 2008
- Schroders
- Global/Luxemburg: Schroders launches alternative investment product for institutional clients (Product innovation) - January 2008
- Socit Gnrale
- France: Socit Gnrale to acquire former Capitalia Securities services business from UniCredit (M&A) - February 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
- Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008
- UBS
- France: UBS completes acquisition of Caisse Centrale de Rescompte Group (M&A) - February 2008
- Unicredit
- Ukraine: Bank Austria finalises acquisition of Ukrainian bank Ukrsotsbank (M&A) - January 2008
- Monaco: UniCredit sells Monaco branch to Compagnie Mongasque de Banque (Divestment) - February 2008
Index of Strategies by Geography
- Western Europe
- Global/Switzerland: Credit Suisse, AIL and South Pole to launch carbon investment vehicle (Partnership) - January 2008
- Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product innovation) - January 2008
- Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a 'green' product (Product innovation) - February 2008
- France
- France: HSBC receives offer for sale of French subsidiaries from Banque Fdrale des Banques Populaires (Divestment) - February 2008
- France: Socit Gnrale to acquire former Capitalia Securities services business from UniCredit (M&A) - February 2008
- France: UBS completes acquisition of Caisse Centrale de Rescompte Group (M&A) - February 2008
- Germany
- Germany/Global: Deutsche Bank creates global markets investment platform (Distribution) - January 2008
- Germany: Swiss Life publishes voluntary public takeover bid for AWD Holding (M&A) - January 2008
- Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008
- UK
- UK/US: Deutsche Bank targets investors with the launch of new ETFs (Product innovation) - January 2008
- UK/Global: Henderson aims at lower-end retail investors by reducing its multi-manager fund investment thresholds (Customer targeting) - January 2008
- UK: Bank of Scotland and Oxford Investment launch co-investment program (Partnership) - February 2008
- UK: Barclays launches investment ISA (Product innovation) - February 2008
- UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product innovation) - February 2008
- Benelux
- Netherlands: ABN AMRO receives permission for separation and sale to Fortis of asset management business (Divestment) - January 2008
- Netherlands: ABN AMRO's asset management division approved for demerger and subsequent sale to Fortis (Divestment) - January 2008
- Belgium/Luxemburg: Fortis launches ABN AMRO 'green' investment note (Product innovation) - January 2008
- Global/Luxemburg: Schroders launches alternative investment product for institutional clients (Product innovation) - January 2008
- Central and Eastern Europe
- Ukraine: Bank Austria finalises acquisition of Ukrainian bank Ukrsotsbank (M&A) - January 2008
- Turkey: BNP Paribas collaborates with TEB on securities services (Partnership) - February 2008
- Poland
- Poland: Dexia Asset Management to open Warsaw branch (Organic Growth) - January 2008
- North America
- Canada: BNP subsidiary Innocap establishes family of synthetic trackers (Product innovation) - January 2008
- US
- US: Morgan Stanley acquires stake in venture capital firm NGEN Partners (M&A) - January 2008
- US: State Street expands custody and fund administration relationship with Columbia Management (Partnership) - January 2008
- US: Invesco's AIM Investments to reopen its European Fund to take advantage of market volatility (Product innovation) - January 2008
- US: Franklin Templeton introduces international bond fund to US investors (Product innovation) - January 2008
- US: Henderson launches its first institutional fund for US investors (Customer targeting) - January 2008
- US/Global: Morgan Stanley launches global long/short fund of hedge funds (Product innovation) - January 2008
- US: Deutsche Bank acquires hedge fund administrator HedgeWorks (M&A) - February 2008
- US: Dreyfus Corporation and WisdomTree Investments partner over ETF products (Partnership) - February 2008
- US: AIM Investments offers customized reports for defined contribution plans - (Product innovation) - February 2008
- US: PowerShares India Portfolio ETF allows foreign investment in Indian equities (Product innovation) - February 2008
- UK: Morley launches logistics property fund with SachsenFonds (Product innovation) - February 2008
- US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index (Product innovation) - February 2008
- US: Franklin Templeton launches India growth fund (Product innovation) - February 2008
- US/Global: Goldman Sachs introduces local emerging markets debt fund (Product innovation) - February 2008
- US: Goldman Sachs launches tax-efficient equity fund (Product innovation) - February 2008
- US: BNY Mellon launches acquisition service (Customer targeting) - February 2008
- Brazil
- Brazil: Bank of New York Mellon acquires Brazil's ARX Capital Management (M&A) - January 2008
- Brazil: Santander purchases ABN AMRO's asset management activities in Brazil (M&A) - February 2008
- Middle East
- Saudi Arabia: Crdit Agricole engages in joint venture with Banque Saudi Fransi (Partnership) - February 2008
- Asia
- Japan: RBS launches two structured bonds (Product innovation) - January 2008
- Vietnam: Franklin Templeton acquires stake in private equity investment company, Vietcombank Fund Management (M&A) - February 2008
- Vietnam: Morgan Stanley receives approval for joint venture with Gateway Securities (Partnership) - February 2008
- Hong Kong: Citibank enhances online securities trading platform (Product innovation) - February 2008
- Hong Kong: Pictet & Cie targets retail investors with global theme funds (Customer targeting) - February 2008
- Australia
- Australia: Aviva adds portfolio weighting for tax efficiency on its Navigator platform (Product innovation) - January 2008
- Australia: Morgan Stanley launches new FX strategy (Product innovation) - January 2008
- Australia: Crdit Agricole creates subsidiary to focus on institutional and multi-manager clients (Organic growth) - February 2008
- Australia: Crdit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008
- India
- India: Invesco's PowerShares to list first Indian equity-based ETF (Product innovation) - January 2008
- China
- China: Citibank and Legg Mason offer mutual funds in China (Partnership) - January 2008
- China: Deutsche Bank increases stake in Chinese funds management company Harvest (M&A) - January 2008
- China/Asia: Henderson launches Chinese long/short fund using contracts for difference (Product innovation) - Jan
Index of Strategies by Trend
- M&A
- Germany: Swiss Life publishes voluntary public takeover bid for AWD Holding (M&A) - January 2008
- Netherlands: ABN AMRO receives permission for separation and sale to Fortis of asset management business (Divestment) - January 2008
- Netherlands: ABN AMRO's asset management division approved for demerger and subsequent sale to Fortis (Divestment) - January 2008
- Ukraine: Bank Austria finalises acquisition of Ukrainian bank Ukrsotsbank (M&A) - January 2008
- China: Deutsche Bank increases stake in Chinese funds management company Harvest (M&A) - January 2008
- France: HSBC receives offer for sale of French subsidiaries from Banque Fdrale des Banques Populaires (Divestment) - February 2008
- Brazil: Santander purchases ABN AMRO's asset management activities in Brazil (M&A) - February 2008
- France: Socit Gnrale to acquire former Capitalia Securities services business from UniCredit (M&A) - February 2008
- Germany: Swiss Life holds 74.4% share in AWD (M&A) - February 2008
- France: UBS completes acquisition of Caisse Centrale de Rescompte Group (M&A) - February 2008
- Partnerships
- Global/Switzerland: Credit Suisse, AIL and South Pole to launch carbon investment vehicle (Partnership) - January 2008
- Germany/Global: Deutsche Bank creates global markets investment platform (Distribution) - January 2008
- China: Citibank and Legg Mason offer mutual funds in China (Partnership) - January 2008
- Turkey: BNP Paribas collaborates with TEB on securities services (Partnership) - February 2008
- Saudi Arabia: Crdit Agricole engages in joint venture with Banque Saudi Fransi (Partnership) - February 2008
- Australia: Crdit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008
- UK: Bank of Scotland and Oxford Investment launch co-investment program (Partnership) - February 2008
- US: Dreyfus Corporation and WisdomTree Investments partner over ETF products (Partnership) - February 2008
- Vietnam: Morgan Stanley receives approval for joint venture with Gateway Securities (Partnership) - February 2008
- Organic Growth
- Poland: Dexia Asset Management to open Warsaw branch (Organic Growth) - January 2008
- Australia: Crdit Agricole creates subsidiary to focus on institutional and multi-manager clients (Organic growth) - February 2008
- Australia: Crdit Suisse Asset Management Australia forms alliance with Julius Baer Investment Management to expand equity range (Partnership) - February 2008
- Product innovation
- Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product innovation) - January 2008
- Canada: BNP subsidiary Innocap establishes family of synthetic trackers (Product innovation) - January 2008
- Australia: Aviva adds portfolio weighting for tax efficiency on its Navigator platform (Product innovation) - January 2008
- Australia: Morgan Stanley launches new FX strategy (Product innovation) - January 2008
- US: AIM Investments offers customized reports for defined contribution plans - (Product innovation) - February 2008
- UK: Barclays launches investment ISA (Product innovation) - February 2008
- Hong Kong: Citibank enhances online securities trading platform (Product innovation) - February 2008
- UK/Global: Deutsche Bank introduces Commodity Harvest Index (Product innovation) - February 2008
- US: Franklin Templeton launches India growth fund (Product innovation) - February 2008
- US/Global: Goldman Sachs introduces local emerging markets debt fund (Product innovation) - February 2008
- US: Goldman Sachs launches tax-efficient equity fund (Product innovation) - February 2008
- Global: Henderson launches Pan European active fund to take advantage of undervalued companies (Product innovation) - February 2008
- Hedge funds
- China/Asia: Henderson launches Chinese long/short fund using contracts for difference (Product innovation) - Jan
- US: Deutsche Bank acquires hedge fund administrator HedgeWorks (M&A) - February 2008
- Private equity
- Vietnam: Franklin Templeton acquires stake in private equity investment company, Vietcombank Fund Management (M&A) - February 2008
- Capital protected/Structured products
- Japan: RBS launches two structured bonds (Product innovation) - January 2008
- Property investment
- UK: Morley launches logistics property fund with SachsenFonds (Product innovation) - February 2008
- Infrastructure funds
- Global/Luxemburg: Schroders launches alternative investment product for institutional clients (Product innovation) - January 2008
- Ethical investments
- Belgium/Luxemburg: Fortis launches ABN AMRO 'green' investment note (Product innovation) - January 2008
- Greece: Citigroup offers Merrill Lynch Uranium Equity Index Notes as a 'green' product (Product innovation) - February 2008
- Exchange traded funds
- UK/US: Deutsche Bank targets investors with the launch of new ETFs (Product innovation) - January 2008
- India: Invesco's PowerShares to list first Indian equity-based ETF (Product innovation) - January 2008
- US: Dreyfus Corporation and WisdomTree Investments partner over ETF products (Partnership) - February 2008
- US: PowerShares India Portfolio ETF allows foreign investment in Indian equities (Product innovation) - February 2008
- US: Deutsche Bank launches ETNs linked to its Liquid Commodity Index (Product innovation) - February 2008
- Customer targeting
- UK/Global: Henderson aims at lower-end retail investors by reducing its multi-manager fund investment thresholds (Customer targeting) - January 2008
- US: BNY Mellon launches acquisition service (Customer targeting) - February 2008
- Hong Kong: Pictet & Cie targets retail investors with global theme funds (Customer targeting) - February 2008
- Offshore
- Monaco: UniCredit sells Monaco branch to Compagnie Mongasque de Banque (Divestment) - February 2008
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