Global assets under management consists of
assets
In financial accounting, an asset is any resource owned or controlled by a business or an economic entity. It is anything (tangible or intangible) that can be used to produce positive economic value. Assets represent value of ownership that can ...
held by
asset management firms,
pension funds
A pension fund, also known as a superannuation fund in some countries, is any plan, fund, or scheme which provides retirement income.
Pension funds typically have large amounts of money to invest and are the major investors in listed and priva ...
,
sovereign wealth funds
A sovereign wealth fund (SWF), sovereign investment fund, or social wealth fund is a state-owned investment fund that invests in real and financial assets such as stocks, bonds, real estate, precious metals, or in alternative investments such as ...
,
hedge funds
A hedge fund is a pooled investment fund that trades in relatively liquid assets and is able to make extensive use of more complex trading, portfolio-construction, and risk management techniques in an attempt to improve performance, such as ...
, and
private equity funds.
Assets by classification
* AM - Asset Management Firm
* FOREX - Foreign Exchange Reserves
* HF - Hedge Fund
* MF - (Exchange Traded) Mutual Fund
* PEN - Pension Fund
* PE - Private Equity Firm
* SWF - Sovereign Wealth Fund
* UHNWI - (Billionaire) Ultra High-Net-Worth Individual
* Around one third of private wealth is incorporated in conventional investment management (Pension funds, Mutual funds and Insurance assets).
* Many surveys systematically overestimate the global wealth pool. This is because they fail to separate out assets that are inaccessible for wealth management services (e.g. pension assets, real estate, dedicated liquidity, etc.)
Regaining momentum in wealth management - Roland Berger Strategy Consultants, page 15
/ref>
Assets by Region
Assets by company
See also
* Assets under management
References
Sources
IMF - Global asset allocationTheCityUK - Fund managementMorgan Stanley - World's $165 trillion worth of traded securities
* http://www.sovereigninvestor.org The Sovereign Investment Council, a trade group for sovereign investors and financial firms that serve sovereign investment funds.
Finance lists
Investment management
{{investment-stub