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.
Highlights
The Financial Security Act Established two new types of investment vehicle:
funds with streamlined investment rules Aria funds (Agréés à Rèles
d' Investissement Allégées) and contractual funds. A third new investment
vehicle, the open-ended real estate fund (L' organisme de placement collectif
immobilier - OPCI), was created by Order 2005-2178.
The rationalization of the French banking industry, which began in the 1980s,
continued in 2005. The number of co-operative and mutual banks was reduced by
two, due to the merger of two Crédit Agricole regional banks, as well as that
of two savings banks and two Banques Populaires institutions. There was a net
decline of 5 commercial banks.
The number of authorized investment firms fell by 6 during 2005. 12 firms were
de-registered. At the end of the year, there were 122 investment firms, apart
from the portfolio management companies supervised by the AMF. The top ten
investment firms accounted for 98% of the total assets of these 122 firms,
with the top three accounting for 87.5%.
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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