Introduction

Offshore Fund Management 2005 analyzes the global offshore mutual fund market. It leverages the expertise and resources of Datamonitor's Wealth, Investments and Protection Team including Datamonitor's Global Offshore Database 2005 and an in-depth survey of offshore fund managers from across Luxembourg, Switzerland, the Channel Islands and the Caribbean.

Scope

• Global in scope including Bahamas, Bermuda, BVI, Caymans, Dublin IFSC, Guernsey, Hong Kong, Isle of Man, Jersey, Luxembourg, Singapore, Switzerland.

  • Market size data for 12 jurisdictions including segmentation by customer group and source country. Market forecasts for fund assets to 2007.

    • Topical coverage includes EU Savings Tax Directive, UCITS III rulings, competitor strategy alternative investments and other key issues.

      • In-depth survey covers opinions of 75 offshore fund managers across BVI, Bahamas, Caymans, Jersey, Guernsey, Isle of Man, Luxembourg and Switzerland.

      Report Highlights

      The offshore fund market has bucked wider predictions of doom and gloom for offshore and sustained robust growth cumulating in a 51.5% in assets increase since 2000. Indeed, growth in offshore fund assets has been some 3 time faster than major mutual fund markets in Western Europe and the US over the last five years.

      Amid the growing regulatory burden and pressures on offshore fund manager to keep fees depressed in a low return environment it is hardly surprising that cost base concerns have come to the fore. The two major pre-occupations in this respect are costs of compliance and staff remuneration.

      While client interest in offshore fund management is strongly expected to increase by the industry, competition for new business is anticipated to be intense. When asked what would make it hardest for fund managers to gain more clients in the next 2 years, 50.7% of respondents sighted competing offshore players as the main barrier to new business.

      Reasons to Purchase

      • Use our market size data to calculate your market share of offshore funds markets

        • Ascertain the impact of key regulations on your offshore fund business

          • Assess future revenue and client acquisition opportunities using insights from our survey and market forecasts

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