OECD Institutional Investors Statistics 2014
Hide / Show Abstract

OECD Institutional Investors Statistics 2014

Institutional investors (investment funds, insurance companies and pension funds) are major collectors of savings and suppliers of funds to financial markets. Their role as financial intermediaries and their impact on investment strategies have grown significantly over recent years along with deregulation and globalisation of financial markets.

This publication provides a unique set of statistics that reflect the level and structure of the financial assets of institutional investors in the OECD countries, and in the Russian Federation. Concepts and definitions are predominantly based on the System of National Accounts. Data are derived from national sources.

Data include outstanding amounts of financial assets such as currency and deposits, securities, loans, and shares. When relevant, they are further broken down according to maturity and residency. The publication covers investment funds, of which open-end companies and closed-end companies, as well as insurance corporations and autonomous pension funds. Indicators are presented as percentages of GDP allowing for international comparisons, and at country level, both in national currency and as percentages of total financial assets of the investor. Time series display available data for the last eight years.

Click to Access: 
    http://oecd.metastore.ingenta.com/content/0114241e.pdf
  • PDF
  • http://www.keepeek.com/Digital-Asset-Management/oecd/finance-and-investment/oecd-institutional-investors-statistics-2014_instinv-2014-en
  • READ
From chapter United States
Click to Access: 
    http://oecd.metastore.ingenta.com/content/0114241ec034.pdf
  • PDF
  • http://www.keepeek.com/Digital-Asset-Management/oecd/finance-and-investment/oecd-institutional-investors-statistics-2014/united-states_instinv-2014-34-en
  • READ
 
Table
 

Table 1 – Financial assets of institutional investors, 2013: United States You or your institution have access to this content

OECD
Also available in French
 
Click to Access: 
    http://oecd.metastore.ingenta.com/content/instinv-2014-en/table-132.html
  • WEB
  • http://oecd.metastore.ingenta.com/content/012014241e1t132.pdf
  • PDF
  • http://oecd.metastore.ingenta.com/content/012014241x1t132.xls
  • XLS
  • http://www.keepeek.com/Digital-Asset-Management/oecd/finance-and-investment/oecd-institutional-investors-statistics-2014/financial-assets-of-institutional-investors-2013-united-states_instinv-2014-table132-en
  • READ
Hide / Show
 

OECD Institutional Investors Statistics 2014 - © OECD 2014

United States
‌1Financial assets of institutional investors, 2013
Billion USD
‌‌
‌‌
Investment funds
Total
Open-end companies (mutual funds)
Closed-end companies
Total
Money market funds
Other mutual funds
Total
2
Financial assets
16 822
 
15 894
 
2 678
 
13 215
 
929
 
2.1
Currency and deposits
576
 
542
 
542
 
..
 
34
 
2.2
Securities other than shares, except financial derivatives
6 524
 
6 055
 
1 612
 
4 443
 
468
 
2.2.1
Short-term securities
780
 
780
 
642
 
139
 
..
 
2.2.2
Long-term securities
5 743
 
5 275
 
970
 
4 305
 
468
 
2.2.3
Securities issued by residents
..
 
..
 
..
 
..
 
..
 
2.2.4
Securities issued by non-residents
..
 
..
 
..
 
..
 
..
 
2.3
Loans
1 193
 
994
 
493
 
501
 
199
 
2.3.1
Short-term loans
994
 
994
 
493
 
501
 
..
 
2.3.2
Long-term loans
199
 
..
 
..
 
..
 
199
 
2.3.3
Loans granted to residents
..
 
..
 
..
 
..
 
..
 
2.3.4
Loans granted to non-residents
..
 
..
 
..
 
..
 
..
 
2.4
Shares and other equity
8 394
 
8 279
 
0
 
8 279
 
114
 
2.4.1
Shares issued by residents
..
 
..
 
..
 
..
 
..
 
2.4.2
Shares issued by non-residents
..
 
..
 
..
 
..
 
..
 
2.5
Other, not elsewhere classified
136
 
23
 
32
 
-8
 
113
 
‌‌
‌‌
Insurance corporations and autonomous pension funds
Total
Insurance corporations
Autonomous pension funds
Total
Life insurance corporations
Non-life insurance corporations
Total
2
Financial assets
24 403
 
7 511
 
5 977
 
1 534
 
16 892
 
2.1
Currency and deposits
173
 
77
 
47
 
30
 
96
 
2.2
Securities other than shares, except financial derivatives
7 442
 
3 879
 
2 934
 
945
 
3 563
 
2.2.1
Short-term securities
171
 
85
 
53
 
32
 
86
 
2.2.2
Long-term securities
7 271
 
3 794
 
2 881
 
914
 
3 477
 
2.2.3
Securities issued by residents
..
 
..
 
2 373
 
..
 
..
 
2.2.4
Securities issued by non-residents
..
 
..
 
561
 
..
 
..
 
2.3
Loans
570
 
535
 
526
 
10
 
35
 
2.3.1
Short-term loans
170
 
164
 
162
 
2
 
6
 
2.3.2
Long-term loans
399
 
371
 
363
 
8
 
28
 
2.3.3
Loans granted to residents
..
 
..
 
..
 
..
 
..
 
2.3.4
Loans granted to non-residents
..
 
..
 
..
 
..
 
..
 
2.4
Shares and other equity
11 086
 
2 523
 
2 069
 
454
 
8 563
 
2.4.1
Shares issued by residents
..
 
..
 
..
 
..
 
..
 
2.4.2
Shares issued by non-residents
..
 
..
 
..
 
..
 
..
 
2.5
Other, not elsewhere classified
5 131
 
496
 
401
 
95
 
4 635
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20141203/b8ac
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
United States
 
Visit the OECD web site