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
The Finnish retail savings and investments sector accounts for 27% of the
total savings and investments market. Within household portfolios, deposits
represent the largest asset class. However, between 2002 and 2005, the
proportional allocation of household assets to mutual funds increased steadily.
In 2005, household mutual fund assets were split among bond funds (47.5%),
equity funds (36.8%), balanced funds (12.1%) and other funds (3.6%). The
removal of wealth tax, effective tax year 2006, is expected to boost future
household investment in funds.
A Government bill submitted in August 2006 proposes amendments to the Real
Estate Funds Act and the Mutual Funds Act. The bill seeks to introduce
supplementary provisions on special mutual funds that mainly invest in real
estate and real estate securities to the Mutual Funds Act.
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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