Asset Management Competitor Tracker, March 2008

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
  • Customer targeting
  • M&A, Partnerships and organic growth: The developments
  • Abn Amro
  • Barclays
  • Russia: Barclays to acquire Russian bank Expobank (M&A) - March 2008
  • BBVA
  • Brazil: BBVA sells 5% holding in Bradesco (Divestment) - March 2008
  • BNP Paribas
  • North America: BNP Paribas creates institutional long-only business in equities and derivatives (Organic growth) - March 2008
  • Saudi Arabia: BNP Paribas and Saudi Investment Bank launch new asset management company (Partnership) - March 2008
  • Citigroup
  • China: Citi China opens new Beijing headquarters (Organic growth) - March 2008
  • Commerzbank
  • Ukraine: Commerzbank completes Bank Forum acquisition (M&A) - March 2008
  • Central and Eastern Europe: Commerzbank restructures CEE operations (Organic growth / M&A) - March 2008
  • Deutsche Bank
  • China: Deutsche Bank increases equity stake in Hua Xia Bank (M&A) - March 2008
  • Fortis
  • China: Ping An and Fortis to enter asset management partnership (Partnership) - March 2008
  • HSBC
  • Vietnam: HSBC receives in-principle approval to incorporate locally in Vietnam (Organic growth) - March 2008
  • Russia: HSBC announces Russian expansion plans (Organic growth) - March 2008
  • JP Morgan Chase
  • Nordics/Global: JP Morgan to acquire institutional global custody portfolio of Nordea (M&A) - March 2008
  • US: JP Morgan Chase purchases Bear Stearns (M&A) - March 2008
  • Latin America: JP Morgan extends presence in Latin America (Organic growth) - March 2008
  • KBC
  • Slovakia: KBC acquires Slovakian bank Istrobanka (M&A) - March 2008
  • Mellon Financial Corp
  • Canada: CIBC Mellon signs agreement with EquiLend (Partnership) - March 2008
  • Old Mutual
  • South Africa: Termination of negotiations on potential sale of Mutual & Federal (Divestment) - March 2008
  • SEB
  • India: SEB establishes Indian office (Organic growth) - March 2008
  • Schroders
  • Switzerland: Schroders to acquire Swiss Re fund management business (Acquisition) - March 2008
  • Socit Gnrale
  • China: Socit Gnrale's joint venture obtains separate account license (Partnerships) - March 2008
  • Swiss Life
  • Switzerland: Swiss Life completes sale of Banca del Gottardo to BSI (Divestment) - March 2008
  • Singapore: Swiss Life opens branch office in Singapore (Organic growth) - March 2008
  • Product innovation and customer targeting: the developments
  • Invesco
  • US: PowerShares lists Global Nuclear Energy Portfolio (Innovation) - March 2008
  • BlackRock
  • US: BlackRock re-opens International Opportunities Fund (Innovation) - March 2008
  • Barclays
  • UK: Barclays Regular Income Investment Note launched (Innovation) - March 2008
  • UK: Barclays launches Accelerated Return Investment Note based on FTSE 100 (Innovation) - March 2008
  • BBVA
  • Spain: BBVA launches uno-e Depsito 16 and Depsito Blindado to its online customers - (Innovation) March 2008
  • Citigroup
  • US/Global: Citi launches CitiFX Pro (Innovation) - March 2008
  • UK: Egg launches guaranteed equity bond (Innovation) - March 2008
  • Deutsche Bank
  • France: Deutsche Bank lists exchange-traded funds on Euronext Paris (Innovation) - March 2008
  • Friends Provident
  • UK: Wealth Solutions Bond introduces new option (Innovation) - March 2008
  • Henderson Global Investors
  • Global: Henderson launches Pan European activist fund (Innovation) - March 2008
  • Manulife
  • Malaysia: Manulife launches new offshore investments funds (Innovation) - March 2008
  • Mellon Financial Corp
  • Europe: The Bank of New York Mellon's Pershing Unit adds to Nexus funds (Innovation) - March 2008
  • Global: BNY Mellon launches alternative investment administration services (Innovation) - March 2008
  • Merrill Lynch
  • Global: Merrill Lynch introduces frontier index (Innovation) - March 2008
  • Global: Merrill Lynch launches global carbon emissions indices (Innovation) - March 2008
  • Northern Trust
  • Global: Northern Trust unveils Northern Global Sustainability Index Fund (new product) - March 2008
  • Old Mutual
  • Global: Additional non-sterling funds added to Skandia's range (Innovation) - March 2008
  • Pictet & Cie
  • Europe: Pictet & Cie launches local currency emerging debt fund for Latin America (Innovation) - March 2008
  • Prudential
  • Global: Prudential introduces Dryden US Equity Active Extension Fund (Innovation) - March 2008
  • State Street
  • US/Global: State Street enhances commission management services for institutional investors (Innovation) - March 2008
  • US/Global: State Street announces enhancements to online portal (Innovation) - March 2008
• Appendix
  • Methodology
• Index of Strategies by Company
  • Barclays
  • BBVA
  • BlackRock
  • BNP Paribas
  • Citigroup
  • Commerzbank
  • Deutsche Bank
  • Fortis
  • Friends Provident
  • Henderson Global Investors
  • HSBC
  • Invesco
  • JP Morgan
  • KBC
  • Manulife
  • Mellon Financial Corp
  • Northern Trust
  • Old Mutual
  • Pictet & Cie
  • Prudential Financial
  • Schroders
  • SEB
  • Socit Gnrale
  • State Street
  • Swiss Life
• Index of Strategies by Geography
  • Global
  • Western Europe
  • France
  • Spain
  • UK
  • Nordic Region
  • Central and Eastern Europe
  • Russia
  • North America
  • US
  • South and Central America
  • Brazil
  • Africa
  • Middle East
  • Asia
  • India
  • China
  • Singapore
• Index of Strategies by Trend
  • M&A
  • Partnerships
  • Organic Growth
  • Product innovation
  • Fixed income
  • Exchange traded funds
  • Trading platforms
  • Indices
  • Further reading
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer