Asset Management in Switzerland

Statistics

  • Monthly Fund Market Statistics
    Key figures on assets under management, market shares and cash flows
    Table Fund Market Switzerland (Swiss Fund Data) PDF
    Table Swiss Promoters and Swiss Funds (Swiss Fund Data) PDF
    Media release (SFAMA) PDF
  • Statistics, documents and information on the Swiss investment fund market  Link
    Link to Swiss Fund Data with comprehensive data, documents and notifications
  • Statistics on Swiss open collective capital investments  Link
    Link to the Swiss National Bank: Current data on numbers and volume per fund type, investment category and asset/liability


Studies

  • IFZ / AMP Asset Managment Study 2018
    First comprehensive study on Asset Management Switzerland PDF
    Executive Summary PDF
    Media release PDF
  • Latest survey on assets under management in Switzerland in 2017  PDF
    Swiss Funds and Asset Management Association SFAMA - Media release
  • Swiss Sustainable Investment Market Study 2018 PDF
    Swiss Sustainable Finance - A comprehensive market overview of sustainable investments in Switzerland
  • Switzerland – A strong hub for investment management (Swiss Bankers Association)
    - Study: A symbiosis between institutional and non-institutional investment PDF
    - Executive Summary PDF

 

Asset Management global

Statistics

  • International fund market statistics Link
    Link to The International Investment Funds Association IIFA: Worldwide regulated open-end fund assets and flows
  • European fund market statistics Link
    Link to European Funds and Asset Management Association EFAMA: Publications, press release, research and stastics
  • Top 400 asset managers 2018 Link to PDF
    IPE - Asset managers ranked by global assets under management and by country of the main headquarters and/or main European domicile
  • Global Asset Manager Ranking (available in german only) Link
    Institutional Money - Registered asset managers report their assets semi-annually by size cluster


Studies

  • ICI Investment Company Factbook 2018  PDF 
    Investment Company Institute - A review of trends and activities in the investment company industry
  • EFAMA Asset Management Report 2018  PDF
    European Funds and Asset Management Association EFAMA - An overview of the asset management industry
  • Global Asset Management 2018: The Digital Metamorphosis  PDF 
    Boston Consulting Group - A snapshot of the asset managenagement industry and a matrix makeover for investment management
  • McKinsey on Investing, Number 3, January 2018  Link
    McKinsey&Company - The best of recent research and ideas for investors
  • The state of the European asset management industry 2017 PDF
    McKinsey&Company
  • The Hidden Pressures on Asset Managers Link
    Boston Consulting Group - A quick look back to a successful 2017 and at challenges in the future