Chi siamo
Chi è Prometeia
Servizi offerti
Contatti
Area Contributori DatabaseArea Contributori Database - English version
OutlookOutlook - English version
Newsletter ANTEO
Ricerche e approfondimenti
Eventi
Links
 
Note legali Credits Mappa del Sito

AREA RISERVATA
Login
Password dimenticata?



Foreign users, please contact us directly. Foreign user? Please contact us directly, thank you.

 

 

Given its consolidated experience as analyst of the Italian asset management market as well as independent advisor supporting the activities of Italian institutional investors, Prometeia proposes a periodical analysis of Italian institutional market, called OUTLOOK ON THE ITALIAN INSTITUTIONAL INVESTORS MARKET.

The Outlook is the first thorough analysis of institutional market in Italy and describes developments in individual sectors with an assessment of the key factors shaping those developments. This work is important for asset managers who want to operate in the Italian market and is a useful tool to support them in the budget estimate. This report is published twice a years, in July and in November. It also available in the English version.


  Issues
  The outlook provides...
  Contents
  Subscription



ISSUES

July's issue of the Outlook is usually focused on Social Security segment (Pension Funds and Social Security Agencies); it provides structure and size of each segment, and analyses market concentration. The Outlook studies movable and real estate portfolios and provides indications on legal and regulatory evolutions for the reference market. When available, it discloses data on assets under management as well as on the rankings of asset management firms for each segment.

November's issue pays more attention to the sector of Banking Foundations. In particular, the composition of their financial instruments (apart from the holdings) are deeply analysed, and directly managed financial instruments are separated from outsourced management. When available, the Outlook discloses data on assets under management as well as on the rankings of asset management firms for each segment.


THE OUTLOOK PROVIDES...
  • An evolutionary analysis of the Italian institutional market, carried out using all statistics available for the reference market.
  • Estimates and 3-years forecasts of the assets, useful for budgeting as well as for strategic planning.
  • Features and behaviours of Italian institutional investors, pointing out crucial and interesting issues for each market segment.

CONTENTS
  1. Pension coverage in Italy: Occupational, Open and Pre-existing Pension Funds
    1. Market size
    2. Market merging and sectors involved
    3. Organizing structure and portfolio management
  2. Social Security Agencies "Casse privatizzate" and Pension Funds (Occupational, Open and Pre-existing)
    1. Regulatory framework and market structure
    2. Real estate and financial asset management
    3. Organizing structure and portfolio management
  3. Banking Foundation
    1. Regulatory framework and market structure
    2. Budget analysis of Prometeia's Banking Foundation sample
      • Asset size, real estate and portfolio management
      • Asset management outsourcing
      • Type of mandate, asset manager selection and portfolio composition
    3. Grants issued by sector, by size and local distribution

SUBSCRIPTION

To subscribe the Outlook, or obtain further information, please contact:

info@prometeiaadvisor.it

























 

© Copyright 2010 Prometeia
Tutti i diritti riservati

N.Reg.Impr.Bo/C.F./P.IVA 02650601202

A cura di Prometeia