Abstract
Overview
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
Report Highlights
The value of total household assets in savings and investment instruments
increased by 17.5% between 2004 and 2005. Over the last 3 years, the
proportionate value of household assets held in deposits has declined
slightly, compensated by a higher proportionate value of assets in equities,
due to increases in the value of shares.
In April 2004, the Swedish Investment Fund Association, together with the
Swedish Bankers Association and the Swedish Securities Dealers Association,
submitted a formal complaint to the EC, regarding the lack of uniformity in
the interpretation and application of the current Sixth VAT directive in
different EU member states.
Previously, the big four Swedish banks also dominated the mutual fund market.
While they continued to account for roughly 70% of funds under management,
their share of new fund investments totaled just 53%. In recent years, fund
management companies affiliated to insurance firms have also seen significant
increases in their share of market.
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
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