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 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.

The statistics for all institutions has been incorrect during the period 3/2014-9/2016 due to a calculation error. The statistics have been corrected on 6 March 2017.
 

Assets under management, all institutions
EUR billions

06/2014
           

09/2014
           

12/2014

03/2015

06/2015

09/2015

12/2015

03/2016

06/2016

09/2016 12/2016 ​03/2017​​06/2017​​​
Total 155.6 158.3

165.8

183.5

183.5
174.4

182.3

​179.0181.9192.0203.6​208.2217.6​

-   of which assets of resident mutual funds

  67.6   68.5

73.3

82.9

83.5
79.4

83.2

82.084.2​89.094.999.9103.8​

Source: FIN - FSA

Assets under management, investment firms and fund management companies which provide portfolio management services
EUR billions

06/2014
 

09/2014

12/2014

03/2015

06/2015

09/2015
 

12/2015 
​ 

03/2016​ 

06/2016​ 

09/2016​ ​12/2016​ 03/2017 ​06/2017 ​​

Total

94.3

95.6

100.8

111.5

110.4
104.8112.2110.5112.6118.3125.8​131.0137.6​

 -  of which assets of resident mutual funds

59.4

 60.2

64.7

73.2

74.5
70.775.874.776.881.1​85.3​89.993.7​

Source: FIN - FSA

Total assets under management as of 3/2014

Total assets in portfolio management as of 6/2005

Contact information

Mr Per Rostedt, Analyst,
telephone +358 9 183 5232

See also

 

12 September 2017

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