Marktanalyse - Ethical Investment Products in Australia

Introduction

Ethical Investment Products in Australia industry profile provides top-line qualitative and quantitative summary information including: market size (value 2007-11, and forecast to 2016). The profile also contains descriptions of the leading players including key financial metrics and analysis of competitive pressures within the market. Essential resource for top-line data and analysis covering the Australia ethical investment products market. Includes market size and segmentation data, textual and graphical analysis of market growth trends, leading companies and macroeconomic information.

Highlights

*The ethical investment products market is defined as the market covering any form of investment in which financial return is not the sole concern of the investor. Ethical investments are defined as investments in which the investor's financial objectives are combined with their concerns about environmental, social and governance issues. The market is measured in terms of total assets under management (AuM) and is divided into two segments: Core and Broad. Core consists of the following strategies: Norms- and values/ethical-based exclusions (three or more criteria) and Positive screening, including Best-in-Class and SRI (Sustainable and Responsible Investment) thematic funds. Broad consists of Simple screening (one or two exclusion criteria, norms-based or values/ethical based), Engagement and Integration. Any currency conversions have been made at 2011 annual average exchange rates.

*The Australian ethical investment products market had total revenues of $157.5 billion in 2011, representing a compound annual growth rate (CAGR) of 27.2% between 2007 and 2011.

*The broad segment was the market's most lucrative in 2011, with total revenues of $139.2 billion, equivalent to 88.4% of the market's overall value.

*The performance of the market is forecast to accelerate, with an anticipated CAGR of 25% for the five-year period 2011 - 2016, which is expected to drive the market to a value of $480.3 billion by the end of 2016.

Features

Save time carrying out entry-level research by identifying the size, growth, major segments, and leading players in the ethical investment products market in Australia

Use the Five Forces analysis to determine the competitive intensity and therefore attractiveness of the ethical investment products market in Australia

Leading company profiles reveal details of key ethical investment products market players’ global operations and financial performance

Add weight to presentations and pitches by understanding the future growth prospects of the Australia ethical investment products market with five year forecasts

Macroeconomic indicators provide insight into general trends within the Australia economy

Key Questions Answered

What was the size of the Australia ethical investment products market by value in 2011?

What will be the size of the Australia ethical investment products market in 2016?

What factors are affecting the strength of competition in the Australia ethical investment products market?

How has the market performed over the last five years?

What are the main segments that make up Australia's ethical investment products market?

TABLE OF CONTENTS

Executive Summary 2

Market value 2

Market value forecast 2

Category segmentation 2

Geography segmentation 2

Market rivalry 2

Market Overview 7

Market definition 7

Market analysis 7

Market Data 8

Market value 8

Market Segmentation 9

Category segmentation 9

Geography segmentation 10

Market Outlook 11

Market value forecast 11

Five Forces Analysis 12

Summary 12

Buyer power 13

Supplier power 14

New entrants 15

Threat of substitutes 16

Degree of rivalry 17

Leading Companies 18

Australian Ethical Investments 18

Hunter Hall Investment Management 21

Investa Property Group 24

Perpetual Limited 25

Macroeconomic Indicators 28

Country Data 28

Appendix 30

Methodology 30

Industry associations 31

Related MarketLine research 31



LIST OF TABLES

Table 1: Australia ethical investment products market value: $ billion, 2007—11 8

Table 2: Australia ethical investment products market category segmentation: $ billion, 2011 9

Table 3: Australia ethical investment products market geography segmentation: $ billion, 2011 10

Table 4: Australia ethical investment products market value forecast: $ billion, 2011—16 11

Table 5: Australian Ethical Investments: key facts 18

Table 6: Australian Ethical Investments: key financials ($) 18

Table 7: Australian Ethical Investments: key financials (A$) 19

Table 8: Australian Ethical Investments: key financial ratios 19

Table 9: Hunter Hall Investment Management: key facts 21

Table 10: Hunter Hall Investment Management: key financials ($) 21

Table 11: Hunter Hall Investment Management: key financials (A$) 22

Table 12: Hunter Hall Investment Management: key financial ratios 22

Table 13: Investa Property Group: key facts 24

Table 14: Perpetual Limited: key facts 25

Table 15: Perpetual Limited: key financials ($) 25

Table 16: Perpetual Limited: key financials (A$) 26

Table 17: Perpetual Limited: key financial ratios 26

Table 18: Australia size of population (million), 2007—11 28

Table 19: Australia gdp (constant 2000 prices, $ billion), 2007—11 28

Table 20: Australia gdp (current prices, $ billion), 2007—11 28

Table 21: Australia inflation, 2007—11 29

Table 22: Australia consumer price index (absolute), 2007—11 29

Table 23: Australia exchange rate, 2007—11 29



LIST OF FIGURES

Figure 1: Australia ethical investment products market value: $ billion, 2007—11 8

Figure 2: Australia ethical investment products market category segmentation: % share, by value, 2011 9

Figure 3: Australia ethical investment products market geography segmentation: % share, by value, 2011 10

Figure 4: Australia ethical investment products market value forecast: $ billion, 2011—16 11

Figure 5: Forces driving competition in the ethical investment products market in Australia, 2011 12

Figure 6: Drivers of buyer power in the ethical investment products market in Australia, 2011 13

Figure 7: Drivers of supplier power in the ethical investment products market in Australia, 2011 14

Figure 8: Factors influencing the likelihood of new entrants in the ethical investment products market in Australia, 2011 15

Figure 9: Factors influencing the threat of substitutes in the ethical investment products market in Australia, 2011 16

Figure 10: Drivers of degree of rivalry in the ethical investment products market in Australia, 2011 17

Figure 11: Australian Ethical Investments: revenues & profitability 19

Figure 12: Australian Ethical Investments: assets & liabilities 20

Figure 13: Hunter Hall Investment Management: revenues & profitability 22

Figure 14: Hunter Hall Investment Management: assets & liabilities 23

Figure 15: Perpetual Limited: revenues & profitability 26

Figure 16: Perpetual Limited: assets & liabilities 27

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