Overview

A valuable asset: The sharemarket's strong performance has supported industry growth

IBISWorld’s Financial Asset Investing market research report is a comprehensive guide to market size and growth prospects. Our industry reports offer strategic industry analysis of the factors influencing companies, including new product developments, economic, lifestyle and demographic influences, distribution and supply chain factors and pricing issues. Full analysis accompanies our data forecasts to illustrate how the market responds to emerging industry trends.

REPORT SNAPSHOT

Market Share of Companies
There are no companies with a dominant market share in this industry
Industry Statistics & Market Size
Revenue
$13bn
Annual Growth
2012 - 2017
5.8%
Annual Growth
2017 - 2022
Profit
Employment
26,438
Business
38,700

Industry Threats & Opportunities

  • Revenue will increase as more funds from overseas investors boost the value of industry assets
  • The depreciation of the Australian dollar has helped the industry attract foreign funds
  • Rising household discretionary incomes are expected to contribute to industry asset growth

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    Industry Analysis & Industry Trends

    Despite the lingering effects of the global financial crisis, a strong domestic sharemarket performance over the past five years has supported growth in the Financial Asset Investing industry. Industry revenue depends on the performance of global sharemarkets as most industry funds are invested in equities. Due to a strong domestic sharemarket performance and a significant flow of funds from foreign investors for Australian investment vehicles, industry revenue is expected to grow at an annualised 5.8% over the five years through 2016-17, to reach $13.3 billion. Revenue is projected to increase by 3.8% during the current year as more funds from overseas investors boost the value of industry assets...

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    Industry Report - Industry Analysis Chapter

    A strong sharemarket performance over the past five years has bolstered growth in the Financial Asset Investing industry, despite the lingering effects of the global financial crisis during the early part of the period. Since the industry depends on the performance of world stock markets, any factors affecting both domestic and international equity markets also influence the industry. Following a significant decline at the start of the period, domestic equity markets have since recorded solid returns, with the All Ordinaries index surpassing its pre-global financial crisis peak during 2013-14. As a result, industry revenue is expected to grow at an annualised 5.8% over the five years through 2016-17, to reach $13.3 billion. Spu..

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    Additional Insights for the Financial Asset Investing Industry

    IBISWorld identifies 250 Key Success Factors for a business.The most important for the Financial Asset Investing Industry are

  • Having an effective performance monitoring system
  • Having a well-defined strategy/goal
  • Having a high prior success rate (including completed prior contracts)
  • IBISWorld analysts also discuss how external factors such as All Ordinaries index and year bond rate in the Financial Asset Investing industry impact industry performance..

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    Industry Products

    What is the Financial Asset Investing Industry?

    This 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
    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)

    Table of Contents

    About this Industry
    Industry Definition
    Main Activities
    Similar Industries
    Additional Resources
    Industry at a Glance
    Industry Statistics Snapshot
    Industry Structure
    Executive Summary
    Industry Performance
    Executive Summary
    Key External Drivers
  • All Ordinaries index
  • year bond rate
  • MSCI World Index
  • Trade-weighted index

  • Current Performance
  • Market volatility
  • Fixed-income assets
  • Fees and profitability
  • Chart: Revenue Growth

  • Industry Outlook
  • Investor confidence
  • Inflow of funds
  • Competition from superannuation funds
  • Table: Financial Asset Investing Industry Revenue Outlook

  • Industry Life Cycle
  • Life cycle reasons
  • Chart: Benchmarking - Financial Asset Investing Industry Lifecycle vs The Economy

  • Products & Markets
    Supply Chains
    Key Buying Industries
  • Life Insurance
  • Health Insurance
  • General Insurance
  • Consumers

  • Key Selling Industries
  • Custody, Trustee and Stock Exchange Services
  • Funds Management Services

  • Products & Services
  • Unlisted unit trusts
  • Listed unit trusts
  • Cash management trusts
  • Common fund trusts
  • Friendly societies
  • Chart: Financial Asset Investing Industry Products and Services Segmentation

  • Demand Determinants
    Major Markets
  • Financial corporations
  • Foreign investors
  • Pension funds
  • Households
  • Government and non-financial corporations
  • Chart: Major Market Segmentation for the Financial Asset Investing Industry

  • International Trade
    Business Locations
    Chart: Business Locations by State
    Competitive Landscape
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • Profit
  • Wages
  • Administrative costs
  • Other expenses
  • Chart: Cost Structure Benchmarking – Sector vs Financial Asset Investing

  • Basis of Competition
  • Internal competition
  • External competition

  • Barriers to Entry
  • Table: Barrier to Entry Checklist for the Financial Asset Investing Industry

  • Industry Globalization
    Major Companies
    There are no major players in this industry
    Operating Conditions
    Capital Intensity
  • Chart: Level of Capital Intensity for the Financial Asset Investing Industry
  • Chart: Tools of the Trade: Growth Strategies for Success

  • Technology & Systems
    Revenue Volatility
  • Chart: Volatility vs Industry Growth

  • Regulation & Policy
    Industry Assistance
    Key Statistics
    Table: Industry Data for the Financial Asset Investing Industry
    Includes:
  • Industry Revenue (2008-2022)
  • Industry Gross Product (2008-2022)
  • Establishments (2008-2022)
  • Businesses (2008-2022)
  • Employment (2008-2022)
  • Wages (2008-2022)

  • Table: Annual Percentage Change for Key Industry Data
    Table: Key Ratios for Industry Key Data
    Jargon & Glossary
    Closed-End
  • An investment model where a fixed number of units are issued and no additional units are issued for new investors.
  • Initial Public Offering
  • The offering of new shares to the public on the ASX.
  • Investment Vehicle
  • A financial product such as stocks, bonds, or futures which an investor can put funds into with the goal of generating a return.
  • Management Expense Ratio
  • A fund's fees and expenses expressed as a percentage of assets.
  • Msci World Index
  • A benchmark index of global equities performance.
  • Why buy this report?

    IBISWorld industry market research reports enable you to:
    • Find out about key industry trends
    • Identify threats and opportunities
    • Inform your decisions for marketing, strategy and planning
    • Quickly build competitive intelligence
    This report on Financial Asset Investing:
    • 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 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

    IBISWorld reports on thousands of industries around the world. Our clients rely on our information and data to stay up-to-date on industry trends across all industries. With this IBISWorld Industry Research Report on Financial Asset Investing, you can expect thoroughly researched, reliable and current information that will help you to make faster, better business decisions.

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