Asset Management Survey
“For anyone with the vaguest of interests in the…industry - be it financial adviser, financial journalist or investment company – it is an absolute must read.” (Jeff Prestridge)
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Reuters TV interview with IMA Chief Executive Richard Saunders |
FTfm video interview with IMA Head of Research and Pensions Jonathan Lipkin |
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This annual survey measures the size of the UK industry as well as looking at current issues and trends. It also includes interviews with senior figures across the industry. The Survey covers:
- The size and structure of the industry
- Retail investor behaviour
- Client types
- Asset allocation
- Mandates
- Profitability
- The regulatory environment
- International competitiveness
Key Statistics as at December 2010:
£3.9trn
Total assets managed in the UK by IMA member firms
£1.3trn
Assets managed in the UK on behalf of overseas clients
£579bn
Managed in UK-authorised funds (OEICs and unit trusts)
£2.2trn
Assets managed worldwide on behalf of UK institutional clients
£617bn
UK-managed funds domiciled offshore
38%
Percent of shares IMA members own in UK companies
£11bn
Revenue earned by UK-based asset management firms in 2010
Key Interview Findings
- Investment is becoming increasingly globalised and product focus less specialist
- There is a need to improve trust and communicate more effectively what the industry can offer
- Regulation should not have adverse impacts on the end investor
- There are still concerns about the UK’s ability to maintain its pre-eminence as a leading global asset management centre
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