Finance:Global assets under management
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Short description: Financial concept
Global assets under management consists of assets held by asset management firms, pension funds, sovereign wealth funds, hedge funds, and private equity funds.
Assets by classification
Rank |
Fund type | US$ billion | Figures as of |
|---|---|---|---|
| — | Private wealth | $32,800 1[1][2] | 2008 |
| 1 | Pension funds | $31,500[3] | 2011 |
| 2 | Insurance companies | $24,400[3] | 2011 |
| 3 | Mutual funds | $23,800[3] | 2011 |
| 4 | Real estate | $10,000[4][5] | 2006 |
| 5 | Foreign exchange reserves | $7,341[6] | February 2008 |
| 6 | Sovereign wealth funds | $3,980[7] | 2011 |
| 7 | Hedge funds | $2,845[8] | 2014 |
| 8 | Private equity funds | $1,600[9] | 2009 |
| 9 | REITs | $764[10] | 2007 |
- ^1 Around one third of private wealth is incorporated in conventional investment management (Pension funds, Mutual funds and Insurance assets).
- ^2 Many surveys systematically overestimate the global wealth pool. This is because they fail to separate out assets that are inaccessible for wealth management services (e.g. pension assets, real estate, dedicated liquidity, etc.)[11]
Assets by region
| Assets by region, 2020[12] | ||
|---|---|---|
| Region | Value by region (in US$ billions) | |
| North America | 40,000 | |
| Europe | 20,000 | |
| Middle East | 6,000 | |
| Japan and Australia | 5,200 | |
| Asia (excluding Japan and Australia) | 5,200 | |
| Latin America | 2,000 | |
Assets by company
Key
- 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
Companies
| Investor Name | Type | Total assets (US$ billion) |
|---|---|---|
| BlackRock | AM | 12,000 |
| Charles Schwab Corporation | AM | 7,500 |
| The Vanguard Group | AM | 7,000 |
| People's Bank of China | FOREX | 3,700 |
| Fidelity Investments | AM | 3,600 |
| Allianz Asset Management (PIMCO + Allianz Global Investors) | AM | 3,400 |
| State Street Global Advisors | AM | 3,300 |
| Capital Group | AM | 2,300 |
| JPMorgan Chase | AM | 2,300 |
| BNY Mellon Investment Management | AM | 2,300 |
| Goldman Sachs | AM | 2,300 |
| Amundi | AM | 2,000 |
| Government Pension Investment Fund (Japan) | PEN | 1,370 |
| Bank of Japan | FOREX | 1,264 |
| Government Pension Fund - Global (Norway) | SWF | 893 |
| Government Pension Fund of Norway (Norway) | PEN | 856 |
| Civil Service Retirement and Disability Fund (United States) | PEN | 832 |
| Abu Dhabi Investment Authority (Abu Dhabi) | SWF | 773 |
| SAMA Foreign Holdings (Saudi Arabia) | SWF | 757 |
| Saudi Arabian Monetary Authority | FOREX | 745 |
| UBS Asset Management | AM | 680[13] |
| China Investment Corporation (China) | SWF | 653 |
| SAFE Investment Company (China) | SWF | 567 |
| Swiss National Bank | FOREX | 531 |
| Central Bank of the Russian Federation | FOREX | 429 |
| Stichting Pensioenfonds ABP (Netherlands) | PEN | 427 |
| National Pension Service (South Korea) | PEN | 400 |
| Canada Pension Plan Investment Board | AM | 278 |
| Barclays Inverse US Treasury Composite ETN (Blackrock) | MF | 211 |
| SPDR S&P 500 (State Street Global Advisors) | MF | 200 |
| Bridgewater Associates | HF | 78 |
| Bill Gates (Microsoft) | UHNWI | 76 |
| Carlos Slim (Grupo Carso/Telemex) | UHNWI | 72 |
| Core S&P 500 ETF (Blackrock) | MF | 70 |
| Man Group | HF | 65 |
| Amancio Ortega (Inditex Group) | UHNWI | 64 |
| Warren Buffett (Berkshire Hathaway) | UHNWI | 58 |
| iShare MSCI EAFE ETF (Blackrock) | MF | 54 |
| Total Stock Market ETF (the Vanguard Group) | MF | 50 |
| Larry Ellison (Oracle Corporation) | UHNWI | 48 |
| JP Morgan Asset Management | HF | 47 |
| Brevan Howard Asset Management | HF | 37 |
| TPG Capital | PE | 36 |
| the Carlyle Group | PE | 33 |
| the Blackstone Group | PE | 30 |
| Och-Ziff Capital Management Group | HF | 29 |
| Kohlberg Kravis Roberts (KKR) | PE | 28 |
| Warburg Pincus | PE | 26 |
See also
References
- ↑ http://www.thecityuk.com/assets/Uploads/Fund-Management-2012.pdf[yes|permanent dead link|dead link}}]
- ↑ "As world wealth increased to $37.2 trillion in 2006". http://www.us.capgemini.com/worldwealthreport07/State_of_the_World_Wealth_2007.pdf.
- ↑ 3.0 3.1 3.2 TheCityUK - Fund Management 2012[yes|permanent dead link|dead link}}]
- ↑ The Future Size of the Global Real Estate Market[yes|permanent dead link|dead link}}]
- ↑ "The global real estate market is on pace to grow by nearly one half to $13.7 trillion". http://retailtrafficmag.com/investments/trends/retail_rally_2012/.
- ↑ Foreign exchange reserves of the world
- ↑ Sovereign wealth funds grow to $3,980bn
- ↑ "Global Hedge Fund Asset Report". https://www.evestment.com/resources/research-reports/global-hedge-fund-asset-flows-report---january-2014.
- ↑ Preqin calculates horizon IRRs using cash flow data for over 1,700 private equity funds, comprising partnerships valued at more than $1.6 trillion in total.[yes|permanent dead link|dead link}}]
- ↑ "The total market capitalization of publicly listed REITs around the world reached US$764 billion, up 25% from the previous year". http://www.ey.com/global/content.nsf/International/Real_Estate_Library_Global_REIT_Report_2007.
- ↑ Regaining momentum in wealth management - Roland Berger Strategy Consultants, page 15
- ↑ http://www.agefi.fr/sites/agefi.fr/files/fichiers/2016/07/bcg-doubling-down-on-data-july-2016_tcm80-2113701.pdf [bare URL PDF]
- ↑ UBS Asset Management Invested Assets as at 31 March 2015
Sources
- IMF - Global asset allocation
- TheCityUK - Fund management[yes|permanent dead link|dead link}}]
- Morgan 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.
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