Asset Management Competitor Tracker, January 2008

Content

• 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