OECD Institutional Investors Statistics 2015
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OECD Institutional Investors Statistics 2015

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 and liabilities of institutional investors in the OECD countries (with the exception of Australia and Slovak Republic), and in Latvia and 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 and liabilities 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.

 

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Table 1 – Financial assets of institutional investors, 2014: United States You or your institution have access to this content

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OECD Institutional Investors Statistics 2016 - © OECD 2015

United States
‌1Financial assets of institutional investors, 2014
Billion USD
‌‌
‌‌
Investment funds
Total
Non-money market funds
Money market funds
Total
Open-end non-money market funds
Closed-end non-money market funds
Total
2
Financial assets
18 257
 
15 569
 
14 558
 
1 011
 
2 688
 
2.1
Currency and deposits
573
 
38
 
..
 
38
 
535
 
2.2
Debt securities
6 927
 
5 437
 
4 962
 
475
 
1 491
 
2.2.1
Debt securities, short term
721
 
147
 
147
 
..
 
574
 
2.2.2
Debt securities, long term
6 206
 
5 290
 
4 815
 
475
 
916
 
2.2.3
Debt securities issued by residents
..
 
..
 
..
 
..
 
..
 
2.2.4
Debt securities issued by non-residents
..
 
..
 
..
 
..
 
..
 
2.3
Loans
1 445
 
801
 
556
 
245
 
645
 
2.3.1
Loans, short-term
1 201
 
556
 
556
 
..
 
645
 
2.3.2
Loans, long-term
245
 
245
 
..
 
245
 
..
 
2.3.3
Loans granted to residents
..
 
..
 
..
 
..
 
..
 
2.3.4
Loans granted to non-residents
..
 
..
 
..
 
..
 
..
 
2.4
Equity and investment fund shares/units
9 172
 
9 172
 
9 053
 
120
 
..
 
2.4.1
Equity and investment fund shares issued/units by residents
..
 
..
 
..
 
..
 
..
 
2.4.2
Equity and investment fund shares/units issued by non residents
..
 
..
 
..
 
..
 
..
 
2.5
Other accounts receivable
139
 
121
 
-13
 
134
 
17
 
‌‌
‌‌
Investment funds
Total
Non-money market funds
Money market funds
Total
Open-end non-money market funds
Closed-end non-money market funds
Total
2
Financial liabilities
18 544
 
15 855
 
14 558
 
1 298
 
2 688
 
2.1
Currency and deposits
..
 
..
 
..
 
..
 
..
 
2.2
Debt securities
402
 
402
 
..
 
402
 
..
 
2.2.1
Debt securities, short term
0
 
0
 
..
 
0
 
..
 
2.2.2
Debt securities, long term
402
 
402
 
..
 
402
 
..
 
2.3
Loans
523
 
523
 
..
 
523
 
..
 
2.3.1
Loans, short-term
299
 
299
 
..
 
299
 
..
 
2.3.2
Loans, long-term
224
 
224
 
..
 
224
 
..
 
2.4
Equity and investment fund shares/units
17 531
 
14 843
 
14 558
 
285
 
2 688
 
2.5
Insurance pension and standardised guaratees
..
 
..
 
..
 
..
 
..
 
2.5
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
2.8
Other accounts payable
88
 
88
 
..
 
88
 
..
 
‌‌
‌‌
Insurance corporations and pension funds
Total
Insurance corporations
Pension funds
Total
Life insurance corporations
Non-life insurance corporations
Total
2
Financial assets
25 384
 
7 807
 
6 227
 
1 580
 
17 577
 
2.1
Currency and deposits
182
 
86
 
51
 
36
 
95
 
2.2
Debt securities
7 702
 
3 969
 
3 004
 
965
 
3 733
 
2.2.1
Debt securities, short-term
180
 
86
 
51
 
35
 
94
 
2.2.2
Debt securities, long term
7 522
 
3 883
 
2 954
 
930
 
3 639
 
2.2.3
Debt securities issued by residents
..
 
..
 
..
 
..
 
..
 
2.2.4
Debt securities issued by non-residents
..
 
..
 
..
 
..
 
..
 
2.3
Loans
600
 
562
 
550
 
12
 
38
 
2.3.1
Loans, short-term
173
 
167
 
165
 
2
 
7
 
2.3.2
Loans, long-term
426
 
395
 
385
 
10
 
32
 
2.3.3
Loans granted to residents
..
 
..
 
..
 
..
 
..
 
2.3.4
Loans granted to non-residents
..
 
..
 
..
 
..
 
..
 
2.4
Equity and investment fund shares/units
11 480
 
2 616
 
2 148
 
468
 
8 864
 
2.4.1
Equity and investment fund shares/units issued by residents
..
 
..
 
..
 
..
 
..
 
2.4.2
Equity and investment fund shares/units issued by non residents
..
 
..
 
..
 
..
 
..
 
2.5
Other accounts receivable
1 318
 
545
 
445
 
101
 
773
 
‌‌
‌‌
Insurance corporations and pension funds
Total
Insurance corporations
Pension funds
Total
Life insurance corporations
Non-life insurance corporations
Total
2
Financial liabilities
25 016
 
7 242
 
6 049
 
1 193
 
17 773
 
2.1
Currency and deposits
70
 
70
 
70
 
..
 
..
 
2.2
Debt securities
..
 
..
 
..
 
..
 
..
 
2.2.1
Debt securities, short term
..
 
..
 
..
 
..
 
..
 
2.2.2
Debt securities, long term
..
 
..
 
..
 
..
 
..
 
2.3
Loans
77
 
77
 
74
 
3
 
..
 
2.3.1
Loans, short-term
77
 
77
 
74
 
3
 
..
 
2.3.2
Loans, long-term
..
 
..
 
..
 
..
 
..
 
2.4
Equity and investment fund shares/units
691
 
691
 
334
 
357
 
..
 
2.5
Insurance pension and standardised guarantees
23 829
 
6 056
 
5 234
 
823
 
17 773
 
2.5
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
2.8
Other accounts payable
348
 
348
 
338
 
10
 
..
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20160427/04ef
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
United States
 
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