open ended investment-managers_poster_feb2017
TRANSCRIPT
Relative market share of investment managers by total net assets as at 12/2016 Distribution markets
Global market (total net assets: US$27.6t)
Contacts
EY analysis is based on fund data provided by
The Market share evolution chart illustrates the position and growth of the leading open-ended investment managers on the global fund distribution market based on the variation of the total net assets held by local investors in open-ended domestic and cross-border funds available for sale. The rectangle’s size gives an indication of the assets under management. The rectangle’s color is defined by the sum of flows during the 12-month period ending December 2016 as a percentage of the total net assets in December 2015.
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Open-ended investment fund managersMarket intelligence: fund flows that matter — December 2016
Regulatory Intelligence
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Laurent DenayerPartner, Global Fund Distribution Leader EY Luxembourg+352 42 124 [email protected]
To learn more, visit ey.com/GFD.
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France MessierManager EY Luxembourg+352 42 124 [email protected]
Best for Global Fund Distribution Award 2016
Vanguard
Fidelity
UBS Invesco BNY Mellon/ Dreyfus Amundi Federated
Natixis
AllianceBernstein/AXA
Credit Suisse
Legg Mason
BNP Paribas
Lord Abbett
SEI
American Century
Tianhong Asset Management
Pictet
Prudential Financial (US)
Principal
Manulife/John Hancock
Eurizon Capital
Santander
Nordea
State Street
Union Investment
Allianz
HSBC
Pioneer
Itau
Northern TrustBradescoRBCSchrodersDodge & CoxWells FargoDeutsche Bank/
DWSMorgan Stanley
Oppenheimer/MassMutualBBDTVM
Columbia Threadneedle Investments
SchwabMFS
American Funds/ Capital Group BlackRock
J.P.Morgan
Franklin Templeton PIMCO Dimensional
T. Rowe Price
Goldman Sachs
Annual growth of net assets
-12% -9% -6% -3% 0% 3% 6% 9% 12%Scaleca. US$25b of total net assets
The charts displayed are the result of EY proprietary analysis, based on fund data from Morningstar’s Open-End Universe (not including ETFs).
36%Market share
Top 10
Top
10
Top 20
Top
20
Top 50
Top
50
Top 100
46% 62% 74% 100%
Total 5,400
100
BNY Mellon/Dreyfus
Manulife/John Hancock
Dimensional
Amundi
Deutsche Bank/DWS
PIMCO
Natixis
State Street
RBC
BlackRock
UBS
Columbia ThreadneedleInvestments
Eurizon Capital
HSBC
J.P.Morgan
Fidelity
Santander
Pictet
AllianceBernstein/AXA
Goldman Sachs
American Funds/Capital Group
Wells Fargo
Legg Mason
Pioneer
Schroders
Morgan Stanley
T. Rowe Price
Union Investment
Lord Abbett
Franklin Templeton
BNP Paribas
SEI
Prudential Financial (US)
American Century
Oppenheimer/MassMutual
Bradesco
Schwab
BBDTVM
Dodge & Cox
Tianhong Asset Management
Itau
Credit Suisse
Nordea
Allianz
Invesco
MFS
Principal
Vanguard
Federated
Northern Trust
30 50 70 8020 40 60
Number of distribution markets in 2016Total net assets: US$b, December 2016
Total net assets
Number of distribution markets
3,2002,8002,4002,0001,6001,200800400US$b
Market share evolution
CoreNon-core
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