Assets in portfolio management 

The Financial Supervisory Authority (FIN-FSA) releases quarterly statistical data on assets in portfolio management. The data are based on reports submitted by banks, investment firms and fund management companies to FIN-FSA on the basis of regulations and guidelines 20/2013. The entities subject to reporting are Finnish banks, investment firms and fund management companies that provide portfolio management services as well as Finnish branches of foreign credit institutions and investment firms.

The table below shows the assets under management according to the Investment Services Act Chapter 1 section 11 point 4. In these cases asset management is provided by agreement so that the asset manager fully or partly has the right to decide on investment of the assets. 

The table also shows the share of resident mutual funds' assets of the total assets under management. In such cases the management company managing the funds has transferred the asset management function to another company.

Due to changes in the reporting as of March 31st 2014, the figures are not fully comparable to previous figures.

Assets in portfolio management

03/2014
(EUR bn)

Assets in portfolio management

109.7

   of which assets of resident mutual funds

62.9

Total assets in portfolio management 12/2012–12/2013
   
12/2013
(EUR bn)
Annual
change
(EUR bn)
Annual
change
(%)
 
09/2013
(EUR bn)

 
06/2013
(EUR bn)

 
03/2013
(EUR bn)

 
12/2012
(EUR bn)

Assets in discretionary portfolio management

104.2

13.1

14.4

103.3

96.8

97.0

91.1

   of which assets of resident mutual
   funds

61.7

10.2

19.8

62.2

55.8

55.2

51.5

Consultative portfolio management

40.7

3.4

9.1

39.0

37.8

37.9

37.3

Total

144.8

16.5

12.9

142.3

134.7

134.9

128.3

Source: Financial Supervisory Authority.

Total assets in portfolio management as of 6/2005

24 June 2014