Pershing

Quick Stats

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