Well managed: The popularity of the KiwiSaver scheme has aided industry revenue

The Funds Management and Other Investment Services industry has recorded solid and consistent revenue 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 growth in industry revenue over the period. 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. The industry is projected to grow by 2.2% over the current year, to total $3.4 billion, as the sharemarket continues to perform strongly and drives up activity in financial markets...read more.

Industry Statistics & Market Size
Revenue
$3bn
Annual Growth 13-18
4.1%
Forecast Growth 18-23
Profit
Employment
7,085
Businesses
3,315
Market Share of Companies
There are no companies with a dominant market share in this industry

Industry Threats & Opportunities

  • The rising value of funds and strong sharemarket activity have contributed to industry growth
  • Strong sharemarket performance has led to a greater inflow of funds and higher fees for the industry
  • Industry revenue growth is anticipated to be driven by the rising value of funds under management
  • Industry Report - Industry Locations Chapter

    Industry establishments are primarily located in line with the distribution of major business and financial hubs, and the general population. Given the fragmented nature of industry activities, the geographical distribution differs between industry segments. Financial planning and investment advice establishments are generally located near major business hubs, areas of high population density and areas with many high-income earners. Stock exchange operators are concentrated in Wellington and Auckland, where the NZX Limited's offices are based. Over the next five years, the rising prominence of online financial advice and robo-advice is expected to reduce the need for industry players to operate rural establishments. As ...purchase to read more.

    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..

    shopping_cartPURCHASE OPTIONS

    What's in this report

    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

    Industry Definition
    Main Activities
    Similar Industries
    Additional Resources
    Industry Statistics Snapshot
    Industry Structure
    Executive Summary
    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

  • 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
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • 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
    There are no major players in this industry. This report includes analysis of other companies.
    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
    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
    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.
  • What Our Customers Say

    Why buy this report?

    IBISWorld’s Funds Management and Other Investment Services 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.

    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.

    Contact Us

    Want to speak to a representative? Call us.

    clear