Report: Asset Management Competitor Tracker, January 2008 TOC

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

Asset Management Competitor Tracker, January 2008

Table of Contents