資産運用市場における商品開発・顧客ターゲティング戦略：2007年第4四半期

Abstract

This tracker covers product launches and service developments as well as marketing and product/service launches aimed at specific customer segments, such as ultra high net worths, NRIs, expats, retirees, entrepreneurs, women, etc.

• Extensive research is conducted on the activities of 50 providers of asset management products, globally
• The developments are analyzed to identify the key global trends in product development and customer targeting

The trend for real estate fund launches continues. Several asset managers this quarter launched real estate funds, but steered clear of the US, where the real estate market has imploded.

Investments continue lean towards green issues. Datamonitor has seen sustainable investing since Q2. This quarter HSBC introduced its Climate Change fund, which aims to outperform the HSBC Global Climate Change index.

Following Citibank' s Q2 strategy to distribute DWS Noor Islamic Fund products in Bahrain and SGAM' s Q3 launch of a sharia compliant index, Citibank is again on the Sharia trail, launching its UTP Islamic fund in Pakistan.

• Keep up to date with product innovations and learn from the developments made by your competitors
• Understand and gain insight into product development in the global market

• The Roundup
  • Big focus on real estate investment despite current market troubles
  • And capital protected products are being launched because of that volatility
  • There are a growing number of ETF launches
  • Diversification away from equities continues
  • Sharia investments are being launched, though there isn' t a rush in the market
• The Developments
  • ABN AMRO
    • ABN AMRO and AHOY renew sponsorship contract ABN AMRO World Tennis Tournament (Sponsorship) - Dec 07
  • Amvescap
    • PowerShares (Invesco) expands exchange-traded funds portfolio to emerging markets - Dec 07
    • PowerShares (Invesco) expands its ETF products with international real estate portfolio - Dec 07
    • PowerShares (Invesco) lists first buy-write ETF portfolios - Dec 07
    • PowerShares (Invesco) adds several fixed-income ETFs - Nov 07
    • PowerShares (Invesco) launches three insured municipal bond products- Oct 2007
  • Aviva
    • Morley launches Sterling Liquidity Enhanced Fund - Nov 2007
    • Morley introduces ' one-stop investment solution' for smaller pension funds - Oct 07
    • Morley introduces private equity fund of funds program - Oct 07
  • AXA
    • Winterthur adds property fund to its Tailored Selection range - Oct 2007
  • Barclays
    • Barclays introduces capital protected investment note linked to Dow Jones STOXX 50 - Oct 07
  • BNP Paribas
    • BNP Paribas Asset Management launches first actively managed UCITS III fund offering exposure to the agriculture commodities market - Oct 2007
  • Citigroup
    • Citibank introduces global mutual funds in China in partnership with Schroders - Oct 07
    • Citibank Pakistan launches mutual fund range, including sharia-compliant fund, in partnership with JS Investments- Nov 07
    • Citibank Italy launches capital protected bond and current account - Nov 07
  • Credit Suisse
    • Credit Suisse launches emerging markets infrastructure trust - Oct 07
    • Credit Suisse launches all hedge index - Nov 07
  • DEKA
    • DekaBank brings specialists on board in anticipation of ETF launches- Oct 07
  • Deutsche Bank
    • Deutsche Bank trading platform launches Middle East offering - Oct 07
    • Deutsche Bank to launch ETFs on short iTraxx - Nov 07
  • Franklin Templeton
    • Franklin Templeton introduces US equity fund - Dec 07
  • HBOS
    • Bank of Scotland partners with Milestone Capital and Chelsfield to launch French real estate fund - Dec 07
    • Bank of Scotland launches new capital guaranteed investment account - Oct 07
  • Henderson Global Investors
    • Henderson introduces Pan European Equity Fund in Singapore that allows shorting and leverage - Nov 07
    • Henderson launches global equitised long-short fund - Nov 07
    • Henderson to launch Global Financials Fund in offshore range - Nov 07
  • HSBC
    • HSBC launches Climate Change Fund - Nov 07
  • Intesa Sanpaolo
    • Intesa Sanpaolo to set up a SIIQ, a listed real estate investment company - Nov 07
  • Julius Baer
    • Natural Resources fund launched by Julius Baer - Oct 07
  • Merrill Lynch
    • Merrill Lynch introduces an emerging markets FX index - Nov 07
    • Merrill Lynch introduces biofuels indices - Oct 07
  • Morgan Stanley
    • Morgan Stanley announces new Asian private equity fund - Oct 2007
    • Morgan Stanley launches Asia Protected Growth Plan - Oct 2007
  • Pictet & Cie
    • Pictet Funds launches PF(Lux)-Absolute Return Global Conservative fund- Nov 2007
  • Rabobank
    • Rabo introduces coverage of real estate stocks - Oct 2007
  • Sal Oppenheim
    • Equity strategy hedge fund launched by Sal. Oppenheim - Nov 07
  • Société Généralé
    • SGAM Alternative Investments closes first institutional property fund invested in France - Dec 07
    • SGAM launches European ABS - corporate bond fund - Oct 07
    • Société Généralé launches bond fund-linked retail notes in Singapore - Oct 07
    • Société Généralé Index launches investable AAA bond indices - Oct 07

• Methodology
• Further reading
• Ask the analyst
• Datamonitor consulting
• Disclaimer