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 3 – Financial assets of insurance corporations and pension funds: Italy You or your institution have access to this content

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OECD Institutional Investors Statistics 2016 - © OECD 2015

Italy
‌3Financial assets of insurance corporations and pension funds
Million EUR
‌‌
‌2007‌
‌2008‌
‌2009‌
‌2010‌
‌2011‌
‌2012‌
‌2013‌
‌2014‌
Insurance corporations and pension funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
-45 631
 
-38 699
 
-78 982
 
-82 617
 
-51 785
 
-52 067
 
-34 639
 
Financial assets
..
 
505 894
 
559 540
 
543 487
 
534 957
 
588 168
 
636 849
 
735 223
 
Currency and deposits
..
 
20 959
 
18 485
 
17 584
 
21 242
 
27 781
 
25 655
 
22 987
 
Debt securities
..
 
324 626
 
365 239
 
356 161
 
351 531
 
392 594
 
424 244
 
498 127
 
Loans
..
 
13 246
 
13 650
 
13 567
 
11 412
 
10 701
 
10 122
 
10 069
 
Equity and investment fund shares
..
 
143 234
 
158 102
 
152 728
 
146 904
 
153 467
 
173 493
 
201 832
 
Equity
..
 
78 340
 
85 872
 
72 631
 
66 320
 
65 095
 
75 028
 
76 438
 
Investment fund shares
..
 
64 894
 
72 230
 
80 097
 
80 584
 
88 372
 
98 465
 
125 394
 
Money market fund shares
..
 
440
 
546
 
391
 
282
 
123
 
175
 
157
 
Non-Money market fund shares
..
 
64 454
 
71 684
 
79 706
 
80 302
 
88 249
 
98 290
 
125 237
 
Insurance pension and standardised guarantees
..
 
2 200
 
2 148
 
2 153
 
2 146
 
2 122
 
1 973
 
1 533
 
Financial derivatives and employee stock options
..
 
1 340
 
1 689
 
1 085
 
1 567
 
1 391
 
1 321
 
653
 
Other accounts receivable
..
 
289
 
226
 
208
 
154
 
111
 
40
 
22
 
Financial liabilities
..
 
551 524
 
598 239
 
622 469
 
617 574
 
639 952
 
688 916
 
769 861
 
Debt securities
..
 
4 946
 
7 904
 
6 914
 
6 334
 
9 374
 
9 444
 
15 348
 
Short-term debt securities
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
..
 
4 946
 
7 904
 
6 914
 
6 334
 
9 374
 
9 444
 
15 348
 
Loans
..
 
16 785
 
17 402
 
15 852
 
14 080
 
13 502
 
7 350
 
11 009
 
Short-term loans
..
 
2 393
 
444
 
403
 
622
 
154
 
314
 
489
 
Long-term loans
..
 
14 393
 
16 958
 
15 449
 
13 458
 
13 349
 
7 036
 
10 520
 
Equity and investment fund shares
..
 
65 947
 
59 415
 
46 770
 
39 538
 
41 082
 
60 330
 
60 520
 
Insurance pension and standardised guarantees
..
 
460 516
 
510 644
 
550 216
 
554 283
 
572 492
 
608 723
 
679 742
 
Financial derivatives and employee stock options
..
 
1 633
 
1 192
 
1 039
 
1 645
 
1 803
 
1 350
 
1 514
 
Other accounts payable
..
 
1 696
 
1 681
 
1 678
 
1 695
 
1 698
 
1 718
 
1 727
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance corporations
 
 
 
 
 
 
 
 
Financial net worth
..
 
-24 244
 
-14 763
 
-53 220
 
-53 687
 
-18 169
 
-12 096
 
6 383
 
Financial assets
..
 
484 930
 
533 624
 
512 826
 
503 319
 
552 105
 
599 997
 
690 264
 
Currency and deposits
..
 
17 086
 
15 369
 
13 037
 
17 710
 
24 126
 
22 254
 
19 099
 
Debt securities
..
 
316 691
 
355 270
 
345 599
 
339 907
 
379 066
 
410 663
 
481 204
 
Loans
..
 
13 246
 
13 650
 
13 567
 
11 412
 
10 701
 
10 122
 
10 069
 
Equity and investment fund shares
..
 
134 077
 
145 271
 
137 176
 
130 423
 
134 588
 
153 624
 
177 684
 
Equity
..
 
74 029
 
79 586
 
65 353
 
59 279
 
55 217
 
64 907
 
63 077
 
Investment fund shares
..
 
60 048
 
65 685
 
71 823
 
71 144
 
79 371
 
88 717
 
114 607
 
Money market fund shares
..
 
407
 
500
 
357
 
256
 
112
 
159
 
144
 
Non-Money market fund shares
..
 
59 641
 
65 185
 
71 466
 
70 888
 
79 259
 
88 558
 
114 463
 
Insurance pension and standardised guarantees
..
 
2 200
 
2 148
 
2 153
 
2 146
 
2 122
 
1 973
 
1 533
 
Financial derivatives and employee stock options
..
 
1 340
 
1 689
 
1 085
 
1 567
 
1 391
 
1 321
 
653
 
Other accounts receivable
..
 
289
 
226
 
208
 
154
 
111
 
40
 
22
 
Financial liabilities
..
 
509 174
 
548 387
 
566 046
 
557 006
 
570 274
 
612 093
 
683 881
 
Debt securities
..
 
4 946
 
7 904
 
6 914
 
6 334
 
9 374
 
9 444
 
15 348
 
Short-term debt securities
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
..
 
4 946
 
7 904
 
6 914
 
6 334
 
9 374
 
9 444
 
15 348
 
Loans
..
 
16 564
 
17 399
 
15 847
 
14 072
 
13 477
 
7 348
 
11 006
 
Short-term loans
..
 
2 179
 
443
 
399
 
614
 
129
 
312
 
486
 
Long-term loans
..
 
14 385
 
16 956
 
15 448
 
13 458
 
13 348
 
7 035
 
10 520
 
Equity and investment fund shares
..
 
65 947
 
59 415
 
46 770
 
39 538
 
41 082
 
60 330
 
60 520
 
Insurance pension and standardised guarantees
..
 
418 387
 
460 795
 
493 798
 
493 723
 
502 839
 
531 902
 
593 765
 
Financial derivatives and employee stock options
..
 
1 633
 
1 192
 
1 039
 
1 645
 
1 803
 
1 350
 
1 514
 
Other accounts payable
..
 
1 696
 
1 681
 
1 678
 
1 695
 
1 698
 
1 718
 
1 727
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Pension funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
-21 386
 
-23 936
 
-25 762
 
-28 930
 
-33 616
 
-39 971
 
-41 022
 
Financial assets
..
 
20 964
 
25 916
 
30 661
 
31 638
 
36 062
 
36 852
 
44 959
 
Currency and deposits
..
 
3 872
 
3 116
 
4 547
 
3 532
 
3 655
 
3 401
 
3 888
 
Debt securities
..
 
7 935
 
9 969
 
10 562
 
11 624
 
13 528
 
13 582
 
16 923
 
Loans
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares
..
 
9 157
 
12 831
 
15 552
 
16 481
 
18 879
 
19 869
 
24 148
 
Equity
..
 
4 311
 
6 286
 
7 278
 
7 041
 
9 878
 
10 121
 
13 361
 
Investment fund shares
..
 
4 846
 
6 545
 
8 274
 
9 440
 
9 001
 
9 748
 
10 787
 
Money market fund shares
..
 
33
 
46
 
35
 
26
 
11
 
16
 
13
 
Non-Money market fund shares
..
 
4 813
 
6 499
 
8 239
 
9 414
 
8 990
 
9 732
 
10 774
 
Insurance pension and standardised guarantees
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Other accounts receivable
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial liabilities
..
 
42 351
 
49 852
 
56 423
 
60 568
 
69 678
 
76 823
 
85 981
 
Debt securities
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term debt securities
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Loans
..
 
222
 
3
 
5
 
8
 
25
 
2
 
4
 
Short-term loans
..
 
214
 
1
 
4
 
8
 
24
 
2
 
3
 
Long-term loans
..
 
7
 
2
 
1
 
1
 
0
 
1
 
0
 
Equity and investment fund shares
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Insurance pension and standardised guarantees
..
 
42 129
 
49 849
 
56 418
 
60 560
 
69 653
 
76 821
 
85 977
 
Financial derivatives and employee stock options
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Other accounts payable
..
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20160427/04ef
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
Italy
 
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