This monthly tracker covers product innovation, customer targeting, M&A,
partnerships and organic growth activity globally in the asset management
space.
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Track the strategies announced by 50+ of your key competitors
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Table of Contents
Overview
Catalyst
Summary
Table of Contents
The Roundup
Mergers and acquisitions, partnerships and organic growth
M&A
Partnerships
Organic Growth
Product innovation and customer targeting
Product innovation
Hedge funds
Capital protected/Structured products
Infrastructure funds
Ethical investments
Exchange traded funds
Customer targeting
M&A, Partnerships and organic growth: The developments
ABN AMRO
Netherlands: ABN AMRO receives permission for separation and sale to
Fortis of asset management business (Divestment) - January 2008
Bank of New York Mellon
Brazil: Bank of New York Mellon acquires Brazil' s ARX Capital
Management (M&A) - January 2008
Citigroup
China: Citibank and Legg Mason offer mutual funds in China
(Partnership) - January 2008
Credit Suisse
Global/Switzerland: Credit Suisse, AIL and South Pole to launch carbon
investment vehicle (Partnership) - January 2008
Deutsche Bank
China: Deutsche Bank increases stake in Chinese funds management
company Harvest (M&A) - January 2008
Germany/Global: Deutsche Bank creates global markets investment
platform (Distribution) - January 2008
Dexia
Poland: Dexia Asset Management to open Warsaw branch (Organic Growth)
- January 2008
Fortis
Netherlands: ABN AMRO' s asset management division approved for
demerger and subsequent sale to Fortis (Divestment) - January 2008
Morgan Stanley
US: Morgan Stanley acquires stake in venture capital firm NGEN
Partners (M&A) - January 2008
State Street
US: State Street expands custody and fund administration relationship
with Columbia Management (Partnership) - January 2008
Swiss Life
Germany: Swiss Life publishes voluntary public takeover bid for AWD
Holding (M&A) - January 2008
Unicredit
Ukraine: Bank Austria finalises acquisition of Ukrainian bank
Ukrsotsbank (M&A) - January 2008
Product innovation and customer targeting: the developments
ABN AMRO
Amvescap
US: Invesco' s AIM Investments to reopen its European Fund to take
advantage of market volatility (Product innovation) - January 2008
India: Invesco' s PowerShares to list first Indian equity-based ETF
(Product innovation) - January 2008
Aviva
Australia: Aviva adds portfolio weighting for tax efficiency on its
Navigator platform (Product innovation) - January 2008
BNP Paribas
Canada: BNP subsidiary Innocap establishes family of synthetic
trackers (Product innovation) - January 2008
Deutsche Bank
UK/US: Deutsche Bank targets investors with the launch of new ETFs
(Product innovation) - January 2008
Fortis
Belgium/Luxemburg: Fortis launches ABN AMRO ' green' investment note
(Product innovation) - January 2008
Franklin Templeton
US: Franklin Templeton introduces international bond fund to US
investors (Product innovation) - January 2008
Henderson Global Investors
US: Henderson launches its first institutional fund for US investors
(Customer targeting) - January 2008
UK/Global: Henderson aims at lower-end retail investors by reducing
its multi-manager fund investment thresholds (Customer targeting) -
January 2008
China/Asia: Henderson launches Chinese long/short fund using contracts
for difference (Product innovation) - Jan 08
Julius Baer
Switzerland/Global: Julius Baer launches Luxury Brands Fund (Product
innovation) - January 2008
Morgan Stanley
Australia: Morgan Stanley launches new FX strategy (Product
innovation) - January 2008
US/Global: Morgan Stanley launches global long/short fund of hedge
funds (Product innovation) - January 2008
Schroders
Global/Luxemburg: Schroders launches alternative investment product
for institutional clients (Product innovation) - January 2008
Extra Companies
Japan: RBS launches two structured bonds (Product innovation) -
January 2008