Financial Asset Investing in Australia - Market Research Report

Financial Asset Investing industry trends (2014-2019)

poll Average industry growth 2014–2019: 3.7%

The Financial Asset Investing industry has benefited from a strong domestic sharemarket performance over the past five years. As most industry funds are invested in equities, industry revenue depends on the performance of global sharemarkets. Due to a strong domestic sharemarket performance and a flow of funds from foreign investors for Australian investment vehicles, industry revenue is expected to grow at an annualised 1.9% over the five years through 2019-20, to $11.1 billion. Revenue is anticipated to increase by 2.9% in the current year, as more funds from overseas investors boost the value of industry assets. Market volatility has continued to affect the industry since the global financial crisis. Economic and geopolitical unrest have affected...
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Financial Asset Investing industry outlook (2019-2024)

poll Average industry growth 2019-2024: x.xlockPurchase this report or a membership to unlock the average company profit margin for this industry.

The Financial Asset Investing industry's operating environment is anticipated to become less volatile over the next five years. Rising household discretionary incomes, combined with a projected increase in consumer sentiment, are anticipated to lead to a greater inflow of funds, contributing to industry asset growth. These factors are likely to drive industry revenue growth. Overall, industry revenue is forecast to rise at an annualised X.X% over the five years through XXX-XX, to $XX.X billion. The industry's annualised growth rate masks the risk of large year-on-year increases and declines. Industry revenue is unpredictable due to its dependence on both domestic and international financial markets. Any unforeseen events that occur over the next fiv...
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Financial Asset Investing industry statistics

  • attach_money Market Size: $11bn
  • business Number of Businesses: 43,344
  • poll Average Industry Profit Margin: x.x%
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  • supervisor_account Industry Employment: 27,274

Biggest companies in the Financial Asset Investing industry

The Financial Asset Investing in Australia industry has no companies with major market shares. Get the full report to find out why.

What is Financial Asset Investing industry?

Industry Definition

The Financial Asset Investing industry consists of trusts (except trusts of separately constituted superannuation funds) that primarily invest money on their own account in predominantly financial assets, including mortgages. The industry also includes investment-type unit trusts that hold financial assets. The funds of unlisted and listed property unit trusts are excluded from the industry.

Industry Products and Services

  • Cash management trusts
  • Common fund trusts
  • Friendly societies
  • Listed unit trusts
  • Unlisted unit trusts

Industry Activities

  • Friendly society operation
  • Unit trust operation (except trust management on a commission or fee basis)
  • Holding company operation
  • Charitable or education trust operation
  • Investment operation (own account)

Market research report - table of contents

Industry Definition

The Financial Asset Investing industry consists of trusts (except trusts of separately constituted superannuation funds) that primarily invest money on their own account in predominantly financial assets, including mortgages. The industry also includes investment-type unit trusts that hold financial assets. The funds of unlisted and listed property unit trusts are excluded from the industry.

Main Activities

  • Friendly society operation
  • Unit trust operation (except trust management on a commission or fee basis)
  • Holding company operation
  • Charitable or education trust operation
  • Investment operation (own account)

Similar Industries

Additional Resources

Industry Statistics Snapshot

Industry Structure

Executive Summary

Key External Drivers

Investment vehicles in the industry allocate a significant share of their assets to domestic equities. Changes in the value of these assets determine the ...
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All Ordinaries index
10-year bond rate
MSCI World Index
Trade-weighted index

Current Performance

Fixed-income assets
Fees and profitability
 Chart: Revenue Growth

Industry Outlook

Inflow of funds
Competition from superannuation funds
 Table: Financial Asset Investing in Australia - Market Research Report Industry Revenue Outlook

Industry Life Cycle

Life Cycle Reasons
 Chart: Benchmarking - Financial Asset Investing in Australia - Market Research Report Industry Lifecycle vs The Economy

Supply Chain

Key Buying Industries

Life Insurance in Australia
Health Insurance in Australia
General Insurance in Australia
Consumers



Key Selling Industries

Custody, Trustee and Stock Exchange Services in Australia
Funds Management Services in Australia





Products & Services

The Financial Asset Investing industry consists of a range of investment vehicles, but industry operators principally pool together investor funds and inv...
Financial corporations
Foreign investors
Government and non-financial corporations
Households


Demand Determinants

Demand for industry services is driven by the volume of household savings, which is affected by economic activity, growth in real wages, and consumer sent...
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Major Markets

Financial corporations
Foreign investors
Government and non-financial corporations
Households



 Chart: Major Market Segmentation for the Financial Asset Investing in Australia - Market Research Report Industry

International Trade

Business Locations

Chart: Business Locations by State Chart: Business Locations by State

Market Share Concentration

The Financial Asset Investing industry has low market share concentration, as measured by the value of assets held in particular investment vehicles. Base...
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Key Success Factors

Cost Structure Benchmarks

Profit, Purchases, Wages, Other Costs
 Chart: Cost Structure Benchmarking – Sector vs Financial Asset Investing in Australia - Market Research Report

Basis of Competition

Internal competition
External competition

Barriers to Entry

 Table: Barriers to Entry Checklist for the Financial Asset Investing in Australia - Market Research Report Industry

Industry Globalization

The Financial Asset Investing in Australia industry has no major companies. Get the full report to find out why.

Capital Intensity

The Financial Asset Investing industry has low capital intensity. For every dollar paid as wages, an estimated $0.10 is spent on capital investment. The i...
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 Chart: Level of Capital Intensity for the Financial Asset Investing in Australia - Market Research Report Industry
 Chart: Tools of the Trade: Growth Strategies for Success

Technology & Systems

Revenue Volatility

Chart: Volatility vs Industry Growth Chart: Volatility vs Industry Growth

Regulation & Policy

Industry Assistance

Table: Industry data Table: Industry Data for the Financial Asset Investing in Australia Industry

Industry Revenue (2007-2026)
Industry Gross Product (2007-2026)
Establishments (2007-2026)
Businesses (2007-2026)
Employment (2007-2026)
Exports (2007-2026)
Imports (2007-2026)
Wages (2007-2026)
Domestic Demand (2007-2026)

Table: Annual Percentage Change for Key Industry Data Table: Annual Percentage Change for Key Industry Data

Table: Key Ratios for Industry Key Dat Table: Key Ratios for Industry Key Data

Table: Industry Financial Ratios Table: Industry Financial Ratios

Liquidity Ratios
Coverage Ratios
Leverage Ratios
Operating Ratios
Cash Flow & Debt Service Ratios (% of Sales)
Assets, %
Liabilities, %

CLOSED-END

INVESTMENT VEHICLE

MANAGEMENT EXPENSE RATIO

MSCI WORLD INDEX

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Included in Report

  • Industry Financial Ratios
    Industry Financial Ratios
  • Revenue Forecasts
    Revenue Forecasts
  • Historical and Forecast Growth
    Historical and Forecast Growth
  • Industry Market Size
    Industry Market Size
  • Industry Major Players
    Industry Major Players
  • Profitability Analysis
    Profitability Analysis
  • SWOT Analysis
    SWOT Analysis
  • Industry Trends
    Industry Trends
  • Industry Operating Conditions
    Industry Operating Conditions
  • Porter's 5 Forces Analysis
    Porter's 5 Forces Analysis

Why buy this report on the Financial Asset Investing industry?

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This report on Financial Asset Investing in Australia:

  • Provides Market Size information to assist with planning and strategic decisions.
  • Includes the necessary information to perform SWOT, PEST and STEER analysis.
  • Helps you understand market dynamics to give you a deeper understanding of industry competition and the supply chain.
  • Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.

The Financial Asset Investing in Australia market research report includes:

  • Historical data and analysis for the key drivers of this industry
  • A five-year forecast of the market and noted trends
  • Detailed research and segmentation for the main products and markets
  • An assessment of the competitive landscape and market shares for major companies
  • And of course, much more

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