Overview

Market day: Strong domestic sharemarket returns have increased industry profitability

IBISWorld’s Financial Asset Investing in New Zealand 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
$27bn
Annual Growth
2013 - 2018
1.3%
Annual Growth
2018 - 2023
Profit
Employment
7,970
Business
32,825

Industry Analysis & Industry Trends

The Financial Asset Investing industry consists of units mainly engaged in investing money on their own account in predominantly financial assets such as shares, bills and bonds. Industry revenue largely depends on the performance of domestic and international financial markets. A strong domestic sharemarket performance and a significant rise in industry participation have fuelled industry revenue growth over the past five years. Industry revenue is forecast to rise at an annualised 1.3% over the five years through 2017-18 to reach $26.9 billion. Due to a projected slowdown in both industry participation and domestic sharemarket returns, industry revenue is anticipated to decline by 0.1% in the current year...

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Industry Report - Industry Products Chapter

The industry comprises various investment vehicles that are used by individuals, corporations and foreign investors. Industry players compile these funds and invest them on behalf of their clients. However, industry players do not charge commission fees or provide advice for clients, as these activities are included in the Funds Management and Other Investment Services industry. Each industry segment is divided based on its contribution to industry assets.

Wholesale trusts

Wholesale trusts hold most of the industry's assets. Wholesale trusts are not listed on the stock exchange and are typically only available for sophisticated investors or institutional clients. Ass..

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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 a well-defined strategy/goal
  • Management of a high quality assets portfolio
  • Understanding government policies and their implications
  • IBISWorld analysts also discuss how external factors such as NZX 50 index and MSCI World Index in the Financial Asset Investing industry impact industry performance..

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    New Zealand Special Report

    Industry Products

    What is the Financial Asset Investing in New Zealand Industry?

    This industry consists of trusts 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 and units providing benefits through superannuation funds are excluded from the industry.

    Industry Products
    Wholesale trusts
    Retail unit trusts
    Cash management trusts
    Other investment vehicles
    Industry Activities
    Investment operation (own account)
    Unit trust operation (except trust management on a commission or fee basis)
    Holding company operation
    Charitable or education trust operation
    Friendly society operation

    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
  • NZX 50 index
  • MSCI World Index
  • year bond rate
  • Trade-weighted index

  • Current Performance
  • Domestic sharemarket volatility
  • Fees and profitability
  • Falling cash rate
  • Chart: Revenue Growth

  • Industry Outlook
  • Competition for funds
  • Market conditions
  • 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 in New Zealand
  • Health Insurance in New Zealand
  • General Insurance in New Zealand
  • Consumers in New Zealand

  • Key Selling Industries
  • Funds Management and Other Investment Services in New Zealand

  • Products & Services
  • Wholesale trusts
  • Retail unit trusts
  • Cash management trusts
  • Other investment vehicles
  • Chart: Financial Asset Investing Industry Products and Services Segmentation

  • Demand Determinants
    Major Markets
  • Corporations
  • Retail investors
  • 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
  • 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 (2009-2023)
  • Industry Gross Product (2009-2023)
  • Establishments (2009-2023)
  • Businesses (2009-2023)
  • Employment (2009-2023)
  • Wages (2009-2023)

  • Table: Annual Percentage Change for Key Industry Data
    Table: Key Ratios for Industry Key Data
    Jargon & Glossary
    Fintech
  • A class of companies that use technology to make financial services more efficient.
  • Kiwisaver
  • A voluntary, work-based retirement savings initiative that provides members with benefits such as tax credits.
  • Sophisticated Investor
  • A high net worth individual with experience in investing.
  • 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 in New Zealand:
    • 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 New Zealand 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 in New Zealand, you can expect thoroughly researched, reliable and current information that will help you to make faster, better business decisions.

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