OECD Institutional Investors Statistics 2015.

176 Pages·01.97 MB·English

by  OECD

AVAILAbLE ON LINE
OECD Institutional Investors Statistics 2
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2007-2014
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 and
liabilities of institutional investors in the OECD countries (with the exception of Australia and Slovak Republic), and
in Latvia and the Russian Federation. Concepts and definitions are predominantly based on the System of National
Accounts. Data are derived from national sources.
Data include outstanding amounts of financial assets and liabilities 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 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.
DATA ALSO AVAILABLE ON LINE
OECD Institutional
The electronic data product provides longer time series: data from 1980 onwards are included. The complete
database is available on line at http://dx.doi.org/10.1787/instinv-data-en.
Investors Statistics
2007-2014
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Consult this publication on line at http://dx.doi.org/10.1787/instinv-2015-en. -2
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This work is published on the OECD iLibrary, which gathers all OECD books, periodicals and statistical databases.Visit 4
www.oecd-ilibrary.org for more information.
2015
ISBN 978-92-64-25199-1
01 2015 43 1 p
2015
012015431cov.indd 1 19-May-2016 11:04:54 AM

OECD Institutional
Investors Statistics 2015
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(2016),OECDInstitutionalInvestorsStatistics2015,OECDPublishing.
http://dx.doi.org/10.1787/instinv-2015-en
ISBN978-92-64-25199-1(print)
ISBN978-92-64-25201-1(PDF)
Annual:OECDInstitutionalInvestorsStatistics
ISSN2225-2061(print)
ISSN2225-207X(online)
ThestatisticaldataforIsraelaresuppliedbyandundertheresponsibilityofthe relevantIsraeliauthorities.Theuse
ofsuchdatabytheOECDiswithoutprejudicetothestatusoftheGolanHeights,EastJerusalemandIsraeli
settlementsintheWestBankunderthetermsofinternationallaw.
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TABLEOFCONTENTS
Table of contents
Conventionalsignsandabbreviations ........................................ 9
Internationalcomparisons................................................... 11
1.Financialassetsandliabilitiesofinvestmentfunds,asapercentageofGDP ... 12
2.Financialassetsandliabilitiesofinsurancecorporations,asapercentageofGDP 13
3.Financialassetsandliabilitiesofpensionfunds,asapercentageofGDP ...... 14
Countrytables ............................................................. 15
Austria
1.Financialassetsofinstitutionalinvestors,2014............................ 16
2.Financialassetsofinvestmentfunds..................................... 17
3.Financialassetsofinsurancecorporationsandpensionfunds............... 19
4.Portfoliocompositionbytypeofinvestor ................................. 20
Belgium
1.Financialassetsofinstitutionalinvestors,2014............................ 21
2.Financialassetsofinvestmentfunds..................................... 22
3.Financialassetsofinsurancecorporationsandpensionfunds............... 24
4.Portfoliocompositionbytypeofinvestor ................................. 25
Canada
1.Financialassetsofinstitutionalinvestors,2014............................ 26
2.Financialassetsofinvestmentfunds..................................... 27
3.Financialassetsofinsurancecorporationsandpensionfunds............... 29
4.Portfoliocompositionbytypeofinvestor ................................. 30
Chile
1.Financialassetsofinstitutionalinvestors,2014............................ 31
2.Financialassetsofinvestmentfunds..................................... 32
3.Financialassetsofinsurancecorporationsandpensionfunds............... 34
4.Portfoliocompositionbytypeofinvestor ................................. 35
CzechRepublic
1.Financialassetsofinstitutionalinvestors,2014............................ 36
2.Financialassetsofinvestmentfunds..................................... 37
3.Financialassetsofinsurancecorporationsandpensionfunds............... 39
4.Portfoliocompositionbytypeofinvestor ................................. 40
Denmark
1.Financialassetsofinstitutionalinvestors,2014............................ 41
2.Financialassetsofinvestmentfunds..................................... 42
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3.Financialassetsofinsurancecorporationsandpensionfunds............... 44
4.Portfoliocompositionbytypeofinvestor ................................. 45
Estonia
1.Financialassetsofinstitutionalinvestors,2014............................ 46
2.Financialassetsofinvestmentfunds..................................... 47
3.Financialassetsofinsurancecorporationsandpensionfunds............... 49
4.Portfoliocompositionbytypeofinvestor ................................. 50
Finland
1.Financialassetsofinstitutionalinvestors,2014............................ 51
2.Financialassetsofinvestmentfunds..................................... 52
3.Financialassetsofinsurancecorporationsandpensionfunds............... 54
4.Portfoliocompositionbytypeofinvestor ................................. 55
France
1.Financialassetsofinstitutionalinvestors,2014............................ 56
2.Financialassetsofinvestmentfunds..................................... 57
3.Financialassetsofinsurancecorporationsandpensionfunds............... 59
4.Portfoliocompositionbytypeofinvestor ................................. 60
Germany
1.Financialassetsofinstitutionalinvestors,2014............................ 61
2.Financialassetsofinvestmentfunds..................................... 62
3.Financialassetsofinsurancecorporationsandpensionfunds............... 64
4.Portfoliocompositionbytypeofinvestor ................................. 65
Greece
1.Financialassetsofinstitutionalinvestors,2014............................ 66
2.Financialassetsofinvestmentfunds..................................... 67
3.Financialassetsofinsurancecorporationsandpensionfunds............... 69
4.Portfoliocompositionbytypeofinvestor ................................. 70
Hungary
1.Financialassetsofinstitutionalinvestors,2014............................ 71
2.Financialassetsofinvestmentfunds..................................... 72
3.Financialassetsofinsurancecorporationsandpensionfunds............... 74
4.Portfoliocompositionbytypeofinvestor ................................. 75
Iceland
1.Financialassetsofinstitutionalinvestors,2014............................ 76
2.Financialassetsofinvestmentfunds..................................... 77
3.Financialassetsofinsurancecorporationsandpensionfunds............... 79
4.Portfoliocompositionbytypeofinvestor ................................. 80
Ireland
1.Financialassetsofinstitutionalinvestors,2014............................ 81
2.Financialassetsofinvestmentfunds..................................... 82
3.Financialassetsofinsurancecorporationsandpensionfunds............... 84
4.Portfoliocompositionbytypeofinvestor ................................. 85
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Israel
1.Financialassetsofinstitutionalinvestors,2014............................ 86
2.Financialassetsofinvestmentfunds..................................... 87
3.Financialassetsofinsurancecorporationsandpensionfunds............... 89
4.Portfoliocompositionbytypeofinvestor ................................. 90
Italy
1.Financialassetsofinstitutionalinvestors,2014............................ 91
2.Financialassetsofinvestmentfunds..................................... 92
3.Financialassetsofinsurancecorporationsandpensionfunds............... 94
4.Portfoliocompositionbytypeofinvestor ................................. 95
Korea
1.Financialassetsofinstitutionalinvestors,2014............................ 96
2.Financialassetsofinvestmentfunds..................................... 97
3.Financialassetsofinsurancecorporationsandpensionfunds............... 99
4.Portfoliocompositionbytypeofinvestor ................................. 100
Luxembourg
1.Financialassetsofinstitutionalinvestors,2014............................ 101
2.Financialassetsofinvestmentfunds..................................... 102
3.Financialassetsofinsurancecorporationsandpensionfunds............... 104
4.Portfoliocompositionbytypeofinvestor ................................. 105
Mexico
1.Financialassetsofinstitutionalinvestors,2014............................ 106
3.Financialassetsofinsurancecorporationsandpensionfunds............... 107
4.Portfoliocompositionbytypeofinvestor ................................. 108
Netherlands
1.Financialassetsofinstitutionalinvestors,2014............................ 109
2.Financialassetsofinvestmentfunds..................................... 110
3.Financialassetsofinsurancecorporationsandpensionfunds............... 112
4.Portfoliocompositionbytypeofinvestor ................................. 113
NewZealand
1.Financialassetsofinstitutionalinvestors,2014............................ 114
2.Financialassetsofinvestmentfunds..................................... 115
3.Financialassetsofinsurancecorporationsandpensionfunds............... 117
4.Portfoliocompositionbytypeofinvestor ................................. 118
Norway
1.Financialassetsofinstitutionalinvestors,2014............................ 119
2.Financialassetsofinvestmentfunds..................................... 120
3.Financialassetsofinsurancecorporationsandpensionfunds............... 122
4.Portfoliocompositionbytypeofinvestor ................................. 123
Poland
1.Financialassetsofinstitutionalinvestors,2014............................ 124
2.Financialassetsofinvestmentfunds..................................... 125
3.Financialassetsofinsurancecorporationsandpensionfunds............... 127
4.Portfoliocompositionbytypeofinvestor ................................. 128
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Portugal
1.Financialassetsofinstitutionalinvestors,2014............................ 129
2.Financialassetsofinvestmentfunds..................................... 130
3.Financialassetsofinsurancecorporationsandpensionfunds............... 132
Slovenia
1.Financialassetsofinstitutionalinvestors,2014............................ 133
2.Financialassetsofinvestmentfunds..................................... 134
3.Financialassetsofinsurancecorporationsandpensionfunds............... 136
4.Portfoliocompositionbytypeofinvestor ................................. 137
Spain
1.Financialassetsofinstitutionalinvestors,2014............................ 138
2.Financialassetsofinvestmentfunds..................................... 139
3.Financialassetsofinsurancecorporationsandpensionfunds............... 141
4.Portfoliocompositionbytypeofinvestor ................................. 142
Sweden
1.Financialassetsofinstitutionalinvestors,2014............................ 143
2.Financialassetsofinvestmentfunds..................................... 144
3.Financialassetsofinsurancecorporationsandpensionfunds............... 146
4.Portfoliocompositionbytypeofinvestor ................................. 147
Switzerland
1.Financialassetsofinstitutionalinvestors,2014............................ 148
2.Financialassetsofinvestmentfunds..................................... 149
3.Financialassetsofinsurancecorporationsandpensionfunds............... 151
4.Portfoliocompositionbytypeofinvestor ................................. 152
Turkey
1.Financialassetsofinstitutionalinvestors,2014............................ 153
2.Financialassetsofinvestmentfunds..................................... 154
3.Financialassetsofinsurancecorporationsandpensionfunds............... 156
4.Portfoliocompositionbytypeofinvestor ................................. 157
UnitedKingdom
1.Financialassetsofinstitutionalinvestors,2014............................ 158
3.Financialassetsofinsurancecorporationsandpensionfunds............... 159
UnitedStates
1.Financialassetsofinstitutionalinvestors,2014............................ 160
2.Financialassetsofinvestmentfunds..................................... 161
3.Financialassetsofinsurancecorporationsandpensionfunds............... 163
4.Portfoliocompositionbytypeofinvestor ................................. 164
Latvia
1.Financialassetsofinstitutionalinvestors,2014............................ 165
3.Financialassetsofinsurancecorporationsandpensionfunds............... 166
4.Portfoliocompositionbytypeofinvestor ................................. 167
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RussianFederation
1.Financialassetsofinstitutionalinvestors,2014 ........................... 168
2.Financialassetsofinvestmentfunds..................................... 169
3.Financialassetsofinsurancecorporationsandpensionfunds............... 171
4.Portfoliocompositionbytypeofinvestor ................................. 172
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