OECD Institutional Investors Statistics 2013.

223 Pages·2013·1.876 MB·English

by  OECD

AvAilAble on line
OECD Institutional Investors Statistics 2
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2005-2012
institutional investors (investment funds, insurance companies and pension funds) are major collectors of savings
and suppliers of funds to financial markets. Their role as financial intermediaries and their impact on investment
strategies have grown significantly over recent years along with deregulation and globalisation of financial markets.
This publication provides a unique set of statistics that reflect the level and structure of the financial assets
of institutional investors in the oeCD countries, and in the Russian Federation. Concepts and definitions are
predominantly based on the System of national Accounts. Data are derived from national sources.
Data includes outstanding amounts of financial assets such as currency and deposits, securities, loans,
and shares. When relevant, they are further broken down according to maturity and residency. The publication
covers investment funds, of which open-end companies and closed-end companies, as well as insurance OECD
corporations and autonomous pension funds. indicators are presented as percentages of GDP allowing for
international comparisons, and at country level, both in national currency and as percentages of total financial
assets of the investor. Time series display available data for the last eight years. Institutional
ALSO AVAILABLE ON CD-ROM AND ON LINE
The electronic data product provides longer time series: data from 1980 onwards are included.
Investors
Data on the CD-RoM are in CSv format. The complete database is also available on line at
http://dx.doi.org/10.1787/data-00498-en.
Statistics
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Consult this publication on line at http://dx.doi.org/10.1787/instinv-2013-en. -2
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This work is published on the oeCD ilibrary, which gathers all oeCD books, periodicals and statistical databases. 2
visit www.oecd-ilibrary.org for more information.
2013
ISBN 978-92-64-18895-2
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01 2013 12 1 P
2013

OECD Institutional
Investors Statistics 2013
This work is published on the responsibility of the Secretary-General of the OECD.The
opinionsexpressedandargumentsemployedhereindonotnecessarilyreflecttheofficial
viewsoftheOrganisationorofthegovernmentsofitsmembercountries.
This document and any map included herein are without prejudice to the status of or
sovereigntyoveranyterritory,tothedelimitationofinternationalfrontiersandboundaries
andtothenameofanyterritory,cityorarea.
Pleasecitethispublicationas:
OECD(2013),OECDInstitutionalInvestorsStatistics2013,OECDPublishing.
http://dx.doi.org/10.1787/instinv-2013-en
ISBN978-92-64-18895-2(print)
ISBN978-92-64-20606-9(PDF)
Annual:OECDInstitutionalInvestorsStatistics
ISSN2225-2061(print)
ISSN2225-207X(online)
ThestatisticaldataforIsraelaresuppliedbyandundertheresponsibilityofthe relevantIsraeliauthorities.Theuse
ofsuchdatabytheOECDiswithoutprejudicetothestatusoftheGolanHeights,EastJerusalemandIsraeli
settlementsintheWestBankunderthetermsofinternationallaw.
CorrigendatoOECDpublicationsmaybefoundonlineat:www.oecd.org/publishing/corrigenda.
©OECD2013
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TABLEOFCONTENTS
Table of contents
Conventionalsignsandabbreviations ........................................ 9
Internationalcomparisons................................................... 11
1.Financialassetsofopen-endinvestmentfunds,asapercentageofGDP ...... 12
2.Financialassetsofinsurancecorporations,asapercentageofGDP .......... 13
3.Financialassetsofautonomouspensionfunds,asapercentageofGDP....... 14
Countrytables ............................................................. 15
Australia
1.Financialassetsofinstitutionalinvestors,2011............................ 16
2.Financialassetsofinvestmentfunds .................................... 17
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 19
4.Portfoliocompositionbytypeofinvestor................................. 21
Austria
1.Financialassetsofinstitutionalinvestors,2012............................ 22
2.Financialassetsofinvestmentfunds .................................... 23
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 25
4.Portfoliocompositionbytypeofinvestor................................. 27
Belgium
1.Financialassetsofinstitutionalinvestors,2012............................ 28
2.Financialassetsofinvestmentfunds .................................... 29
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 31
4.Portfoliocompositionbytypeofinvestor................................. 33
Canada
1.Financialassetsofinstitutionalinvestors,2012............................ 34
2.Financialassetsofinvestmentfunds .................................... 35
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 37
4.Portfoliocompositionbytypeofinvestor................................. 39
Chile
1.Financialassetsofinstitutionalinvestors,2012............................ 40
2.Financialassetsofinvestmentfunds .................................... 41
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 43
4.Portfoliocompositionbytypeofinvestor................................. 45
CzechRepublic
1.Financialassetsofinstitutionalinvestors,2011............................ 46
2.Financialassetsofinvestmentfunds .................................... 47
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3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 49
4.Portfoliocompositionbytypeofinvestor................................. 51
Denmark
1.Financialassetsofinstitutionalinvestors,2012............................ 52
2.Financialassetsofinvestmentfunds .................................... 53
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 55
4.Portfoliocompositionbytypeofinvestor................................. 57
Estonia
1.Financialassetsofinstitutionalinvestors,2011............................ 58
2.Financialassetsofinvestmentfunds .................................... 59
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 61
4.Portfoliocompositionbytypeofinvestor................................. 63
Finland
1.Financialassetsofinstitutionalinvestors,2012............................ 64
2.Financialassetsofinvestmentfunds .................................... 65
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 67
4.Portfoliocompositionbytypeofinvestor................................. 69
France
1.Financialassetsofinstitutionalinvestors,2011............................ 70
2.Financialassetsofinvestmentfunds .................................... 71
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 73
4.Portfoliocompositionbytypeofinvestor................................. 75
Germany
1.Financialassetsofinstitutionalinvestors,2012............................ 76
2.Financialassetsofinvestmentfunds .................................... 77
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 79
4.Portfoliocompositionbytypeofinvestor................................. 81
Greece
1.Financialassetsofinstitutionalinvestors,2011............................ 82
2.Financialassetsofinvestmentfunds .................................... 83
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 85
4.Portfoliocompositionbytypeofinvestor................................. 87
Hungary
1.Financialassetsofinstitutionalinvestors,2012............................ 88
2.Financialassetsofinvestmentfunds .................................... 89
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 91
4.Portfoliocompositionbytypeofinvestor................................. 93
Iceland
1.Financialassetsofinstitutionalinvestors,2012............................ 94
2.Financialassetsofinvestmentfunds .................................... 95
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 97
4.Portfoliocompositionbytypeofinvestor................................. 99
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Ireland
1.Financialassetsofinstitutionalinvestors,2012............................ 100
2.Financialassetsofinvestmentfunds .................................... 101
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 103
4.Portfoliocompositionbytypeofinvestor................................. 105
Israel
1.Financialassetsofinstitutionalinvestors,2012............................ 106
2.Financialassetsofinvestmentfunds .................................... 107
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 109
4.Portfoliocompositionbytypeofinvestor................................. 111
Italy
1.Financialassetsofinstitutionalinvestors,2012............................ 112
2.Financialassetsofinvestmentfunds .................................... 113
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 115
4.Portfoliocompositionbytypeofinvestor................................. 117
Japan
1.Financialassetsofinstitutionalinvestors,2011............................ 118
2.Financialassetsofinvestmentfunds .................................... 119
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 121
4.Portfoliocompositionbytypeofinvestor................................. 123
Korea
1.Financialassetsofinstitutionalinvestors,2011............................ 124
2.Financialassetsofinvestmentfunds .................................... 125
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 127
4.Portfoliocompositionbytypeofinvestor................................. 129
Luxembourg
1.Financialassetsofinstitutionalinvestors,2012............................ 130
2.Financialassetsofinvestmentfunds .................................... 131
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 133
4.Portfoliocompositionbytypeofinvestor................................. 135
Mexico
1.Financialassetsofinstitutionalinvestors,2010............................ 136
2.Financialassetsofinvestmentfunds .................................... 137
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 139
4.Portfoliocompositionbytypeofinvestor................................. 141
Netherlands
1.Financialassetsofinstitutionalinvestors,2012............................ 142
2.Financialassetsofinvestmentfunds .................................... 143
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 145
4.Portfoliocompositionbytypeofinvestor................................. 147
Norway
1.Financialassetsofinstitutionalinvestors,2011............................ 148
2.Financialassetsofinvestmentfunds .................................... 149
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3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 151
4.Portfoliocompositionbytypeofinvestor................................. 153
Poland
1.Financialassetsofinstitutionalinvestors,2011............................ 154
2.Financialassetsofinvestmentfunds .................................... 155
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 157
4.Portfoliocompositionbytypeofinvestor................................. 159
Portugal
1.Financialassetsofinstitutionalinvestors,2012............................ 160
2.Financialassetsofinvestmentfunds .................................... 161
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 163
4.Portfoliocompositionbytypeofinvestor................................. 165
SlovakRepublic
1.Financialassetsofinstitutionalinvestors,2011............................ 166
2.Financialassetsofinvestmentfunds .................................... 167
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 169
4.Portfoliocompositionbytypeofinvestor................................. 171
Slovenia
1.Financialassetsofinstitutionalinvestors,2012............................ 172
2.Financialassetsofinvestmentfunds .................................... 173
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 175
4.Portfoliocompositionbytypeofinvestor................................. 177
Spain
1.Financialassetsofinstitutionalinvestors,2012............................ 178
2.Financialassetsofinvestmentfunds .................................... 179
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 181
4.Portfoliocompositionbytypeofinvestor................................. 183
Sweden
1.Financialassetsofinstitutionalinvestors,2011............................ 184
2.Financialassetsofinvestmentfunds .................................... 185
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 187
4.Portfoliocompositionbytypeofinvestor................................. 189
Switzerland
1.Financialassetsofinstitutionalinvestors,2012............................ 190
2.Financialassetsofinvestmentfunds .................................... 191
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 193
4.Portfoliocompositionbytypeofinvestor................................. 195
Turkey
1.Financialassetsofinstitutionalinvestors,2011............................ 196
2.Financialassetsofinvestmentfunds .................................... 197
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 199
4.Portfoliocompositionbytypeofinvestor................................. 201
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UnitedKingdom
1.Financialassetsofinstitutionalinvestors,2011............................ 202
2.Financialassetsofinvestmentfunds .................................... 203
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 205
4.Portfoliocompositionbytypeofinvestor................................. 207
UnitedStates
1.Financialassetsofinstitutionalinvestors,2012............................ 208
2.Financialassetsofinvestmentfunds .................................... 209
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 211
4.Portfoliocompositionbytypeofinvestor................................. 213
RussianFederation
1.Financialassetsofinstitutionalinvestors,2012............................ 214
2.Financialassetsofinvestmentfunds .................................... 215
3.Financialassetsofinsurancecorporationsandautonomouspensionfunds... 217
4.Portfoliocompositionbytypeofinvestor................................. 219
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