Overview

Sound investment: The growing popularity of KiwiSaver has boosted industry revenue

IBISWorld’s Funds Management and Other Investment Services in New Zealand market research report can be used to help you: understand market size and growth potential; major companies; draft business plans and pitch books; and conduct benchmarking and SWOT analysis. Our industry analysis highlights macro industry trends in the overall sector and micro trends faced by companies that do business in the industry. The industry report also provides key industry statistics and 5-year forecasts to anticipate future industry prospects so you can decide with confidence.

REPORT SNAPSHOT

Market Share of Companies
There are no companies with a dominant market share in this industry
Industry Statistics & Market Size
Revenue
$3bn
Annual Growth
2013 - 2018
4.1%
Annual Growth
2018 - 2023
Profit
Employment
6,645
Business
3,315

Industry Analysis & Industry Trends

The Funds Management and Other Investment Services industry has recorded solid growth over the past five years. The rising value of managed funds and greater sharemarket activity, both of which have been bolstered by the strong domestic sharemarket performance, have underpinned increasing industry revenue over the past five years. The increasing size of the KiwiSaver scheme and its significance to the financial system have provided an additional channel of growth, as demand for funds management, custodial and trustee services has risen. Industry revenue is forecast to rise at an annualised 4.1% over the five years through 2017-18. The industry is projected to grow by 2.2% over the current year, to total $3.4...

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Industry Report - Industry Products Chapter

Industry operators provide a variety of financial services. These include funds management services, financial planning, trustee services and stock exchange operation. Most of these services are generally personalised to meet the needs of the industry player's downstream markets, including retail and institutional clients.

Funds management services

Fund managers offer clients the opportunity to invest in a varying mix of assets through a range of investment vehicles. These strategies differ depending on the risk and return trade-off demonstrated by investors. Fund managers provide their clients with exposure to various asset classes through managed investment schemes, where funds are pooled from several investors. Alt..

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Additional Insights for the Funds Management and Other Investment Services Industry

IBISWorld identifies 250 Key Success Factors for a business.The most important for the Funds Management and Other Investment Services Industry are

  • Having a high prior success rate (including completed prior contracts)
  • Must have licence
  • Market research and understanding
  • IBISWorld analysts also discuss how external factors such as Value of managed funds and Cash rate in the Funds Management and Other Investment Services industry impact industry performance..

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    New Zealand Special Report

    Industry Products

    What is the Funds Management and Other Investment Services in New Zealand Industry?

    Industry operators provide funds management services, financial planning, mortgage broking, nominee services, trustee services and custodial services. The industry also engages in stock exchange operation, share registry operation and credit card administration. Operators typically generate income on a commission or fee basis.

    Industry Products
    Funds management services
    KiwiSaver and superannuation investment schemes
    Financial planning and retirement advice
    Custodial, trustee and administration services
    Other services
    Industry Activities
    Portfolio investment management
    Financial asset investment consultancy
    Financial planning
    Stock exchange operation
    Share registry operation
    Trustee services provision
    Custodial services provision
    Credit card administration
    Mortgage broking

    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
  • Value of managed funds
  • Cash rate
  • High income earners
  • NZX 50 index

  • Current Performance
  • Management fees
  • Sharemarket activity
  • KiwiSaver
  • Financial planning
  • Chart: Revenue Growth

  • Industry Outlook
  • Funds under management
  • KiwiSaver
  • Financial planning
  • Table: Funds Management and Other Investment Services Industry Revenue Outlook

  • Industry Life Cycle
  • Life cycle reasons
  • Chart: Benchmarking - Funds Management and Other Investment Services Industry Lifecycle vs The Economy

  • Products & Markets
    Supply Chains
    Key Buying Industries
  • Life Insurance in New Zealand
  • Superannuation Funds in New Zealand
  • Consumers in New Zealand

  • Key Selling Industries
  • Accounting Services in New Zealand
  • Advertising and Market Research Services in New Zealand
  • Technical and Vocational Education and Training in New Zealand

  • Products & Services
  • Funds management services
  • KiwiSaver and superannuation investment schemes
  • Financial planning and retirement advice
  • Custodial, trustee and administration services
  • Other services
  • Chart: Funds Management and Other Investment Services Industry Products and Services Segmentation

  • Demand Determinants
    Major Markets
  • Institutional clients
  • Superannuation funds and KiwiSaver scheme operators.
  • Retail investors and households
  • Insurance offices
  • Government sources
  • Chart: Major Market Segmentation for the Funds Management and Other Investment Services Industry

  • International Trade
    Business Locations
    Chart: Business Locations by State
    Competitive Landscape
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • Profit
  • Wages
  • Other
  • Chart: Cost Structure Benchmarking – Sector vs Funds Management and Other Investment Services

  • Basis of Competition
    Barriers to Entry
  • Table: Barrier to Entry Checklist for the Funds Management and Other Investment Services Industry

  • Industry Globalization
    Major Companies
    There are no major players in this industry
    Operating Conditions
    Capital Intensity
  • Chart: Level of Capital Intensity for the Funds Management and Other Investment Services 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 Funds Management and Other Investment Services 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
    Funds Under Administration (Fua)
  • A pool of assets collectively administrated. This includes legally holding the assets, but does not involve investment decision-making.
  • Funds Under Management (Fum)
  • The value of assets collectively managed by a fund manager. Fund managers make investment decisions on these assets on behalf of an investor.
  • Management Expense Ratio
  • The expenses incurred by investors that are represented by a percentage of funds under management.
  • 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 Funds Management and Other Investment Services 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 Funds Management and Other Investment Services 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 Funds Management and Other Investment Services 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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