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
- 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
Within Danish household portfolios, deposits represent the largest asset
class. However, between 2001 and 2005, the proportional allocation of
household assets to mutual funds increased steadily. During this five-year
period, the total retail savings and investments market expanded at a compound
annual rate of 12.9%.
Executive Order no. 1445 of December 21st 2005 requires foreign investment
undertakings to submit to the DFSA their fund rules or articles of
association, prospectus, statement of planned marketing and information on the
taxation regulations applicable to Danish unit-holders of the investment
undertaking.
Danske Bank' s asset management arm, Danske Invest, leads the Danish mutual
funds sector. Danske Invest offers 6 unit trusts divided into more than 70
funds. It has a staff of 40 and its funds are distributed through Danske Bank
branches. Danske Invest also has distribution agreements with other banks,
pension companies and unit-link companies.
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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