Market Guide: Retail Investment Market in Italy 2006

Market Guide: Retail Investment Market in Italy 2006

Introduction

This report is most appropriate for companies looking for an overview of the retail investments markets in order to assess the level of market opportunity (using our market data and forecasts), regulatory barriers and opportunities, and level of competition in the market. For more detailed market data please refer to Datamonitor's Retail Savings and Investments Interactive Database 2006.

Scope

Sizes retail deposits, mutual funds, equities and bonds; Presents competitor market data for retail banks and mutual fund companies; Assesses regulatory barriers and opportunities; 5 years historic data from 2001-5 and 5 year forecast to 2010

Highlights

The increase in the wealth of Italian households during 2005 is primarily attributable to increases in the value of equity holdings. Households increased their portfolio allocations to higher risk instruments, including shares and mutual funds. Flows into corporate bonds were also sustained. In 2005, branches and foreign subsidiaries of financial institutions increased their market share in Italy to 6.8% and 10% of total assets of Italian-based banks respectively, up from 6.1% and 3.1% respectively in 2004. Foreign subsidiaries also controlled 41% of the total assets of the five leading Italian banking groups, up from 11%. Out of 24 new asset management companies established in Italy during 2005, 8 specialized in hedge funds, 5 in private equity funds and 7 in real estate funds. There were more companies offering specialized products than those managing traditional open-ended funds.

Reasons to Purchase

Get an overview of the retail investment market, including past growth and forecast growth; Assess regulatory barriers and opportunities affecting retail investments in this country; Analyze competition from retail banks and mutual fund companies.

Introduction

This report is most appropriate for companies looking for an overview of the retail investments markets in order to assess the level of market opportunity (using our market data and forecasts), regulatory barriers and opportunities, and level of competition in the market. For more detailed market data please refer to Datamonitor's Retail Savings and Investments Interactive Database 2006.

Scope

Sizes retail deposits, mutual funds, equities and bonds; Presents competitor market data for retail banks and mutual fund companies; Assesses regulatory barriers and opportunities; 5 years historic data from 2001-5 and 5 year forecast to 2010

Highlights

The increase in the wealth of Italian households during 2005 is primarily attributable to increases in the value of equity holdings. Households increased their portfolio allocations to higher risk instruments, including shares and mutual funds. Flows into corporate bonds were also sustained. In 2005, branches and foreign subsidiaries of financial institutions increased their market share in Italy to 6.8% and 10% of total assets of Italian-based banks respectively, up from 6.1% and 3.1% respectively in 2004. Foreign subsidiaries also controlled 41% of the total assets of the five leading Italian banking groups, up from 11%. Out of 24 new asset management companies established in Italy during 2005, 8 specialized in hedge funds, 5 in private equity funds and 7 in real estate funds. There were more companies offering specialized products than those managing traditional open-ended funds.

Reasons to Purchase

Get an overview of the retail investment market, including past growth and forecast growth; Assess regulatory barriers and opportunities affecting retail investments in this country; Analyze competition from retail banks and mutual fund companies.