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L’économie des fonds d’investissement: Des résultats d’enquête
[Investment funds Economy: A survey]

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Author Info
Yao, Jean-Marie

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Abstract

Investment funds economy is in most of the recent researches on financial centers. Our survey, shows us that in Europe, the general a.nity is the consolidation of the positions in the short and medium terms with a link to the aim of wining new markets. In addition we conclude that the tax regulation framework, the job market, the e.ectiveness of political and administrative structures, the proximity of the actors and the competitors, transportation, the economic potential and the communication are the principal determinants of attractiveness and competitiveness in funds industry. It appears as the first actors of the development of an investment fund center are funds companies, banks, private investors, insurances and European citizens. In terms of sales, this study shows the rise of institutional investors compared to the private ones. Our study confirms the fact that the development of an industry induces that of other industries. In Luxembourg, general services (cleaning, guarding.), transfer agent, and IT are mostly outsourced. ------------------------------------------------------ ------------------------------------------------------ -------------------------L’économie des fonds d’investissement est aujourd’hui au cœur de l’activité des places financières. De notre étude statistique, nous montre qu’en Europe, la tendance générale est à la consolidation des positions à court et moyen terme avec un attrait pour la conquête de nouveaux marchés. Par ailleurs, nous concluons que le cadre réglementaire et fiscal, le marché du travail, l’e.cacité des structures politiques et administratives, la proximité des acteurs et des concurrents, les transports, le potentiel économique et les infrastructures de communication sont les principaux déterminants de l’attractivité d’où de compétitivité dans l’industrie des fonds. Aussi, apparaît-il que les premiers acteurs du développement d’une place financière de fonds d’investissement sont les entreprises de fonds, les institutions bancaires, les investisseurs privés, les assurances et les ressortissants de l’Union Européenne. En termes de collectes, cette étude montre la montée en puissance des investisseurs institutionnels par rapport aux investisseurs privés. Notre étude confirme le fait que le développement d’une industrie induit celui d’autres industries. Au Luxembourg, ce sont les services généraux (nettoyage, gardiennage..), les activités d’agents de transfert, et l’informatique qui sont le plus confiés à des prestataires externes.

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Paper provided by University Library of Munich, Germany in its series MPRA Paper with number 15485.

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Date of creation: Jun 2008
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Handle: RePEc:pra:mprapa:15485

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Related research
Keywords: Centres Financiers; Economie des fonds d’investissement; Compétitivité; Attractivité;

Find related papers by JEL classification:
G2 - Financial Economics - - Financial Institutions and Services
H3 - Public Economics - - Fiscal Policies and Behavior of Economic Agents
L1 - Industrial Organization - - Market Structure, Firm Strategy, and Market Performance

This paper has been announced in the following NEP Reports:

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  1. Carhart, Mark M, 1997. " On Persistence in Mutual Fund Performance," Journal of Finance, American Finance Association, vol. 52(1), pages 57-82, March. [Downloadable!] (restricted)
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