Global assets under management

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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 1% in 2011 to reach a record $79.8 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 $ 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]

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