Report: Asset Management Competitor Tracker, March 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
  - 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-onlybusiness in equities and derivatives (Organic growth) - March 2008
  - Saudi Arabia: BNP Paribas and Saudi Investment Bank launchnew asset management company (Partnership) - March 2008
- Citigroup
  - China: Citi China opens new Beijing headquarters (Organicgrowth) - March 2008
- Commerzbank
  - Ukraine: Commerzbank completes Bank Forum acquisition(M&A) - March 2008
  - Central and Eastern Europe: Commerzbank restructures CEEoperations (Organic growth / M&A) - March 2008
- Deutsche Bank
  - China: Deutsche Bank increases equity stake in Hua XiaBank (M&A) - March 2008
- Fortis
  - China: Ping An and Fortis to enter asset managementpartnership (Partnership) - March 2008
- HSBC
  - Vietnam: HSBC receives in-principle approval toincorporate locally in Vietnam (Organic growth) - March 2008
  - Russia: HSBC announces Russian expansion plans (Organicgrowth) - March 2008
- JP Morgan Chase
  - Nordics/Global: JP Morgan to acquire institutional globalcustody 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 potentialsale of Mutual & Federal (Divestment) - March 2008
- SEB
  - India: SEB establishes Indian office (Organic growth) -March 2008
- Schroders
  - Switzerland: Schroders to acquire Swiss Re fund managementbusiness (Acquisition) - March 2008
- Société Générale
  - China: Société Générale' s joint venture obtainsseparate account license (Partnerships) - March 2008
- Swiss Life
  - Switzerland: Swiss Life completes sale of anca delGottardo to BSI (Divestment) - March 2008
  - Singapore: Swiss Life opens branch office in Singapore(Organic growth) - March 2008
Product innovation and customer targeting: thedevelopments
- 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 Notebased on FTSE 100 (Innovation) - March 2008
- BBVA
  - Spain: BBVA launches uno-e Depósito 16 and Depósito Blindado to its online customers - (Innovation) March 2008
- Citigroup
  - US/Global: Citi launches CitiFX Pro (Innovation) - March2008
  - UK: Egg launches guaranteed equity bond (Innovation) -March 2008
- Deutsche Bank
  - France: Deutsche Bank lists exchange-traded funds onEuronext 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 addsto Nexus funds (Innovation) - March 2008
  - Global: BNY Mellon launches alternative investmentadministration services (Innovation) - March 2008
- Merrill Lynch
  - Global: Merrill Lynch introduces frontier index(Innovation) - March 2008
  - Global: Merrill Lynch launches global carbon emissionsindices (Innovation) - March 2008
- Northern Trust
  - Global: Northern Trust unveils Northern GlobalSustainability Index Fund (new product) - March 2008
- Old Mutual
  - Global: Additional non-sterling funds added to Skandia' srange (Innovation) - March 2008
- Pictet & Cie
  - Europe: Pictet & Cie launches local currency emergingdebt fund for Latin America (Innovation) - March 2008
- Prudential
  - Global: Prudential introduces Dryden US Equity ActiveExtension Fund (Innovation) - March 2008
- State Street
  - US/Global: State Street enhances commission managementservices for institutional investors (Innovation) - March 2008
  - US/Global: State Street announces enhancements to onlineportal (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
  - Société Générale
  - 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

Asset Management Competitor Tracker, March 2008

Table of Contents