Abstract
Overview
Introduction
Analyzes the market for retail deposits, mutual funds, equities and bonds,
including market data from 2001-5 and forecasts to 2010. Assesses regulatory
developments and presents compeitition from retail banks and mutual fund
providers
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 Austrian retail savings and investments sector accounts for 31% of the
total savings and investments market. Within household portfolios, mutual
funds represent the largest asset class and between 2003 and 2005, the
proportional allocation of household assets to mutual funds increased steadily.
30% of the increase in household assets between 2004 and 2005 was attributed
to appreciation in the value of stocks and mutual funds. In 2005, Austrian
households demonstrated increased demand for domestic fixed-income fund shares
and balanced funds with a capital guarantee.
Austrian banking groups also dominate the mutual funds sector. Bank Austria
Creditanstalt AG (BA-CA) leads the banking sector, by total assets. Capital
Invest die Kapitalanlagegesellschaft der BA/CA Gr. GmbH (renamed Pioneer
Investments Austria in November 2006) ranks third in the Austrian mutual funds
sector, by assets under management.
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.