Quick Stats

ISSUE 22 - 2012

Total Assets of Money Market Funds(2000-2011) - ($ Billions)



Source: Strategic Insight, SIMFUND MF

• ISSUE 21 - 2011

  Growth of U.S ETF (As of June 30, 2011)

  

  Source: http://alletf.com/content/2011-etf-assets-update

• ISSUE 20 - 2011

  Projected Annual New IRA Rollover Contributions, 2010E - 2015E

  

  Source: Cerulli Quantitative Update - Retirement Markets 2010

• ISSUE 19 - 2011

  Breakdown of HNWI Financial Assets, 2006 - 2012F

  

  a Includes structured products, hedge funds, derivatives, foreign currency, commodities, private equity, venture capital.

  bComprises commercial real estate investments trusts (REITs), residential real estate (excluding primary residence), undeveloped property, farmland and other.

  Note: Percentages may not add up to 100% due to rounding.

  Source: Capgemini/Merrill Lynch Global Wealth Management Advisors Survey 2011

• ISSUE 18 - 2011

  U.S. Total Retirement Market

  Trillions of dollars, end-of-period, selected periods

  

  e Data are estimated.

  p Data are preliminary.

  Note: For definitions of plan categories, see Table 1 in "The U.S. Retirement Market, Fourth Quarter 2010." Components may not add to the total because of rounding.

  Data Sources: Investment Company Institute. Federal Reserve Board, National Association of Government Defined Contribution Administrators, American Council of Life Insurers, and Internal Revenue Service Statistics of Income Division.

  Source: Investment Company Institute. "Retirement Assets Total $17.5 Trillion in Fourth Quarter 2010" April 2011

• ISSUE 17 - 2011

  Advisors' Most Desired Features of an Online Broker

  

  Source: Aite Group survey of 402 financial advisors, Q4 2009.

• ISSUE 16 - 2010

  U.S. Retirement Assets

  Trillions of dollars, end-of-period, 1999-2008, 2009: 2Q 2009 - 2Q 2010

  

  1 Annuities include all fixed and variable annuity reserves at life insurance companies less annuities held by IRAs, 403(b) plans, 457 plans and private pension funds (including 401(k) plans).
  
  2 Federal pension plans include U.S. Treasury security holdings of the civil service retirement and disability fund, the military retirements fund, the judicial retirement funds, the Railroad Retirement Board and foreign service retirement and disability fund. These plans also include securities held in the National Railroad Investments Trust and Federal Employees Retirement System (FERS) Thrift Savings Plan (TSP).
  
  3 DC plans include 403(b) plans, 457 plans and employee-sponsored DC plans (including 401(k) plans).
  
  e Data is estimated.
  
  p Data is preliminary.
  
  Note: Components may not add to the total because of rounding.
  
  Sources: Investment Company Institute, Federal Reserve Board, National Association of Government Defined Contribution Administrators, American Council of Life Insurers and internal Revenue Service Statistics of Income Division.

• ISSUE 15 - 2010

  High Net Worth Individuals (HNWI) Population, 2006-2009 (by Region)

  

  Note: Chart values are rounded.
  Source: Capgemini Lorenz curve analysis, 2010.

• ISSUE 14 - 2010

  Assets Under Management of the Hedge Fund Industry Increased by 13% in 2009

  

  Source: HEDGE FUNDS 2010; TheCityUK (formerly International Financial Services London) RESEARCH, April 2010.
  
  For more information on the hedge fund industry, please email primeservices@pershing.com, call (866) 538-5046 or visit www.pershingprimeservices.com

• ISSUE 13 - 2010

  Percent of Worldwide Mutual Fund Assets by Type of Fund, 2009:Q3

  

  Source: Investment Company Institute; 2009.

• ISSUE 12 - 2010

  87 Million Individual U.S. Investors Owned Mutual Funds in 2009

  

• ISSUE 11 - 2009

  Global Wealth Will Not Reach Its Pre-crisis Levels Before 2013

  

• ISSUE 10 - OCTOBER/NOVEMBER 2009

  Total U.S. Retirement Assets Hit $14.4 Trillion as of June 30, 2009

  

  ¹ Annuities include all fixed and variable annuity reserves at life insurance companies less annuities held by IRAs, 403(b) plans, 457 plans, and private pension funds (including 401(k) plans).
  ² Federal pension plans include U.S. Treasury security holdings of the civil service retirement and disability fund, the military retirement fund, the judicial retirement funds, the Railroad Retirement Board, and the foreign service retirement and disability fund. These plans also include securities held in the National Railroad Retirement Investment Trust and Federal Employees Retirement System (FERS) Thrift Savings Plan (TSP).
  ³ DC plans include 403(b) plans, 457 plans, and private employer-sponsored DC plans (including 401(k) plans).
  eData are estimated.
  Note: Components may not add to the total because of rounding.
  Sources: Investment Company Institute, Federal Reserve Board, National Association of Government Def ined Contribution Administrators, American Council of Life Insurers, and Internal Revenue Service Statistics of Income Division.

• ISSUE 9 - SEPTEMBER 2009

  Combined Assets of The Nation's Exchange-Traded Funds (ETFs)

  The combined assets of the nation’s exchange-traded funds (ETFs) were $639.93 billion in July 2009

  

  Combined Assets of the Nation’s Exchange-Traded Funds (ETFs)

  	July 2009	July 2008
  Total Domestic Equity	386,270	378,301
  Domestic (Broad-based)	258,454	264,158
  Domestic (Sector/Industry)	127,816	114,143
  Global/International Equity	166,658	157,005
  Hybrid	158	175
  Bond	86,841	47,305
  All	639,928	582,786

  Visit the ETF Center in NetX360™ for comprehensive and timely ETF data and insights to help you manage your clients' portfolio. For more information, contact your home office.