FACTBOX-UK asset management allocations and clients
July 14 (Reuters) - Britain's Investment Management Association this week published its annual review of the industry, highlighting trends dominating the industry. [ID:nLE462305] [ID:nLE462188]
The IMA published data confirming a switch away from equities and a move towards emerging markets in 2008, among other findings.
Following are tables with details of asset allocations and client types at UK-based asset managers, sourced from the IMA report.
UK ASSET ALLOCATION 2008 2007 Equities 41.0 percent 51.6 percent Bonds 38.7 pct 31.8 pct Cash 11.4 pct 9.2 pct Other 4.6 pct 3.0 pct Property 4.4 pct 4.4 pct UK ALLOCATIONS BY REGION 2008 2007 UK 46.2 percent 51.4 pct Europe ex-UK 20.6 pct 18.1 pct North America 15.6 pct 14.8 pct Emerging market 6.0 pct 4.3 pct Japan 5.8 pct 4.7 pct Pacific ex-Japan 5.2 pct 5.8 pct Other 0.6 pct 0.9 pct
UK CLIENTS 2008 2007 Corporate pension funds 29.7 percent 29.1 percent Insurance 25.1 pct 24.9 pct Retail 19.4 pct 22.8 pct Other institutional 14.9 pct 13.6 pct Local Authority 6.5 pct 7.1 pct Sovereign Wealth Fund 1.6 pct n/a * Private Client 1.6 pct 1.3 pct Charity 1.3 pct 1.2 pct *Sovereign wealth funds were included in 'Other Institutional' in 2007. (Compiled by Joel Dimmock) (For the Hedge Hub blog: blogs.reuters.com/hedgehub) (For Global Investing: here)
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