Financial Asset Investing in New Zealand - Market Research Report

error_outline Covid-19 Impact Update - Financial Asset Investing in New Zealand

IBISWorld's analysts constantly monitor the industry impacts of current events in real-time – here is an update of how this industry is likely to be impacted as a result of the global COVID-19 pandemic:

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The Financial Asset Investing industry is expected to decline by 1.6% in 2021

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Volatility in global financial markets as a result of panic sell off and Russia-Saudi oil price war have affected the industry. Local and global sharemarkets reached record highs before posting some of the largest declines in the last week of February since the global financial crisis.

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RBNZ made an emergency cash rate cut to 0.25%, due to the risks posed by the COVID-19 outbreak to both domestic and global economy growth. Investors have rushed towards safer assets like bonds and gold. This trend is expected to weigh on the returns of operators over the current year.

Note: The content in this report is currently being updated to reflect the trends outlined above.

Financial Asset Investing industry trends (2014-2019)

poll Average industry growth 2014–2019: 0.3%

The Financial Asset Investing industry consists of units and funds that invest their own money, primarily investing in financial assets such as shares and bonds. The performance of domestic and international financial markets largely dictates industry revenue. Strong domestic sharemarket performance and a significant rise in industry participation have fuelled industry revenue growth over the past five years. Overall, industry revenue is expected to rise at an annualised 0.3% over the five years through 2018-19, to $26.3 billion. Industry revenue is anticipated to rise by 6.3% in the current year as the sharemarket continues to rise despite a correction in October 2018. While revenue in the industry has been highly volatile over the past five years,...
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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.

Industry revenue is anticipated to continue growing at a faster rate over the next five years compared with the previous five-year period. Industry revenue had previously grown from a high base in XXX-XX, with significant volatility and uncertainty in global financial markets. The performance of the domestic sharemarket is anticipated to exhibit less volatility and contribute to stronger growth in industry revenue, especially with an increase in the industry's asset base. As the industry accumulates greater value in assets, the scale of investment returns tends to increase, supporting industry revenue growth. However, any unforeseen macroeconomic events or economic downturns that occur over the period could significantly influence the performance of...
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Financial Asset Investing industry statistics

  • attach_money Market Size: $26bn
  • business Number of Businesses: 34,398
  • poll Average Industry Profit Margin: x.x%
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  • supervisor_account Industry Employment: 3,561

Biggest companies in the Financial Asset Investing industry

The Financial Asset Investing in New Zealand 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 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 and Services

  • Wholesale trusts
  • Retail unit trusts
  • Cash management trusts
  • Other investment vehicles
  • All Others

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

Market research report - table of contents

Industry Definition

The 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.

Main 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

Similar Industries

Additional Resources

Industry Statistics Snapshot

Industry Structure

Executive Summary

Key External Drivers

Industry operators allocate a large proportion of their funds to domestic equities. A rise in the index typically generates more revenue for the industry ...
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NZX 50 index
MSCI World Index
10-year bond rate
Trade-weighted index

Current Performance

Fees and profitability
Falling cash rate
 Chart: Revenue Growth

Industry Outlook

Market conditions
 Table: Financial Asset Investing in New Zealand - Market Research Report Industry Revenue Outlook

Industry Life Cycle

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

Supply Chain

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

The industry includes various investment vehicles that cater to individuals, corporations and foreign investors. Industry operators manage these funds and...
Retail investors





Demand Determinants

Demand for financial asset investing is tied to trends in household saving, economic growth, taxation, interest rates, consumer sentiment and business con...
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Major Markets

Retail investors






 Chart: Major Market Segmentation for the Financial Asset Investing in New Zealand - 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 exhibits low market share concentration. No single company is estimated to hold a market share of over 5% in the in...
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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 New Zealand - Market Research Report

Basis of Competition

Internal competition
External competition

Barriers to Entry

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

Industry Globalization

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

Capital Intensity

The Financial Asset Investing industry exhibits low capital intensity. For every dollar paid as wages, industry players are expected to invest $0.05 in ca...
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 Chart: Level of Capital Intensity for the Financial Asset Investing in New Zealand - 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 New Zealand Industry

Industry Revenue (2007-2025)
Industry Gross Product (2007-2025)
Establishments (2007-2025)
Businesses (2007-2025)
Employment (2007-2025)
Exports (2007-2025)
Imports (2007-2025)
Wages (2007-2025)
Domestic Demand (2007-2025)

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, %

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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

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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

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