Global assets under management 

Global asset allocation or Global assets under management consists of pension funds, insurance companies and mutual funds. Other funds under management include private wealth and alternative assets such as hedge funds and private equity. Institutional clients generate the majority of funds.

Assets of the global fund management industry increased 14% in 2007 and doubled from 2002, to reach a record $74.3 trillion [1]. Growth in recent years has largely been due to rising net flow of investment and strong performance of equity markets. Part of the reason for the increase, in dollar terms, has also been the decline in the value of the dollar against a number of currencies.

Global assets under management.

Rank Fund type billions USD Figures as of
— Private wealth $ 37,200 1 1 2 2006
1 Pension funds $ 28,228 3 2007
2 Mutual funds $ 26,200 4 2007
3 Insurance companies $ 18,836 5 2007
4 Real estate $ 10,000 6 7 2006
5 Foreign exchange reserves $ 7,341 8 February 2008
6 Sovereign wealth funds $ 3,300 9 2007
7 Hedge funds $ 1,535 1011 2006
8 Private equity funds $ 1,160 12 2007
9 REITs $ 764 13 2007

References

  1. ^ As world wealth increased to $37.2 trillion in 2006
  2. ^ International Financial Services - Sources of global assets under management
  3. ^ The total value of pension assets managed globally reached a new high of $28.2 trillion in 2007
  4. ^ International Financial Services - Sources of global assets under management
  5. ^ International Financial Services Insurance research 2007
  6. ^ The Future Size of the Global Real Estate Market
  7. ^ The global real estate market is on pace to grow by nearly one half to $13.7 trillion
  8. ^ Foreign exchange reserves of the world
  9. ^ Sovereign wealth funds grow to $3,300bn
  10. ^ 13th Annual Hennessee Hedge Fund Manager Survey
  11. ^ International Financial Services - Hedge funds
  12. ^ Private equity firms in their portfolios already hold a conservative estimate of $1.16 trillion of equity in companies
  13. ^ The total market capitalization of publicly-listed REITs around the world reached US$764 billion, up 25% from the previous year

Source


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