OECD Institutional Investors Statistics 2016
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OECD Institutional Investors Statistics 2016

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 Lithuania 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 2 – Financial assets and liabilities of investment funds: Italy You or your institution have access to this content

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OECD Institutional Investors Statistics 2015 - © OECD 2017

Italy
‌2Financial assets and liabilities of investment funds
Million EUR
‌‌
‌2008‌
‌2009‌
‌2010‌
‌2011‌
‌2012‌
‌2013‌
‌2014‌
‌2015‌
Investment funds
 
 
 
 
 
 
 
 
Financial net worth
-23 165
 
-21 411
 
-13 526
 
-16 742
 
-18 688
 
-11 163
 
-9 845
 
-523
 
Financial assets
217 062
 
221 063
 
210 872
 
170 013
 
164 439
 
190 901
 
243 800
 
285 696
 
Currency and deposits
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
143 248
 
142 552
 
126 711
 
98 563
 
94 549
 
102 404
 
130 241
 
136 672
 
Loans
7 181
 
9 648
 
2 666
 
2 925
 
1 347
 
749
 
232
 
168
 
Equity and investment fund shares
55 045
 
56 773
 
69 174
 
55 161
 
52 278
 
68 666
 
94 144
 
125 165
 
Equity
53 124
 
54 523
 
57 128
 
44 935
 
43 478
 
51 060
 
68 232
 
93 951
 
Investment fund shares
1 922
 
2 250
 
12 046
 
10 226
 
8 800
 
17 606
 
25 912
 
31 213
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
565
 
464
 
361
 
335
 
449
 
884
 
1 266
 
1 385
 
Other accounts receivable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial liabilities
240 227
 
242 474
 
224 398
 
186 755
 
183 127
 
202 064
 
253 645
 
286 218
 
Debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares
240 227
 
242 474
 
224 398
 
186 755
 
183 127
 
202 064
 
253 645
 
286 218
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Other accounts payable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market funds
 
 
 
 
 
 
 
 
Financial net worth
-100
 
369
 
319
 
604
 
31
 
114
 
22
 
99
 
Financial assets
57 495
 
55 221
 
38 664
 
27 537
 
9 154
 
9 636
 
7 325
 
6 033
 
Currency and deposits
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
50 183
 
45 393
 
35 878
 
24 485
 
7 770
 
8 775
 
7 093
 
5 826
 
Loans
7 181
 
9 648
 
2 666
 
2 925
 
1 347
 
749
 
232
 
168
 
Equity and investment fund shares
131
 
180
 
120
 
127
 
36
 
112
 
0
 
38
 
Equity
73
 
154
 
86
 
116
 
36
 
37
 
0
 
38
 
Investment fund shares
58
 
26
 
34
 
11
 
0
 
76
 
0
 
0
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Other accounts receivable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial liabilities
57 596
 
54 852
 
38 345
 
26 933
 
9 123
 
9 522
 
7 303
 
5 933
 
Debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares
57 596
 
54 852
 
38 345
 
26 933
 
9 123
 
9 522
 
7 303
 
5 933
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Other accounts payable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-money market funds
 
 
 
 
 
 
 
 
Financial net worth
-23 065
 
-21 780
 
-13 845
 
-17 346
 
-18 718
 
-11 277
 
-9 867
 
-622
 
Financial assets
159 567
 
165 842
 
172 208
 
142 475
 
155 285
 
181 265
 
236 475
 
279 663
 
Currency and deposits
11 023
 
11 626
 
11 960
 
13 029
 
15 815
 
18 198
 
17 917
 
22 305
 
Debt securities
93 065
 
97 159
 
90 833
 
74 078
 
86 779
 
93 630
 
123 148
 
130 845
 
Loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares
54 914
 
56 593
 
69 054
 
55 034
 
52 242
 
68 554
 
94 144
 
125 127
 
Equity
53 051
 
54 369
 
57 042
 
44 819
 
43 442
 
51 024
 
68 232
 
93 914
 
Investment fund shares
1 863
 
2 224
 
12 013
 
10 215
 
8 800
 
17 530
 
25 912
 
31 213
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
565
 
464
 
361
 
335
 
449
 
884
 
1 266
 
1 385
 
Other accounts receivable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial liabilities
182 632
 
187 622
 
186 054
 
159 822
 
174 004
 
192 543
 
246 342
 
280 285
 
Debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares
182 632
 
187 622
 
186 054
 
159 822
 
174 004
 
192 543
 
246 342
 
280 285
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Other accounts payable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Open-end non-money market funds
 
 
 
 
 
 
 
 
Financial net worth
-8 863
 
-4 640
 
5 384
 
1 534
 
-1 792
 
4 174
 
6 844
 
15 609
 
Financial assets
158 147
 
163 884
 
170 512
 
141 166
 
153 370
 
179 492
 
222 448
 
264 161
 
Currency and deposits
11 023
 
11 626
 
11 960
 
13 029
 
15 815
 
18 198
 
14 232
 
18 131
 
Debt securities
92 873
 
96 930
 
90 406
 
73 886
 
86 477
 
93 397
 
122 787
 
130 645
 
Loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares
53 686
 
54 865
 
67 785
 
53 916
 
50 629
 
67 013
 
84 163
 
114 000
 
Equity
53 051
 
54 369
 
57 042
 
44 819
 
43 442
 
51 024
 
61 554
 
86 569
 
Investment fund shares
636
 
497
 
10 744
 
9 097
 
7 187
 
15 989
 
22 609
 
27 431
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
565
 
464
 
361
 
335
 
449
 
884
 
1 266
 
1 385
 
Other accounts receivable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial liabilities
167 010
 
168 525
 
165 128
 
139 632
 
155 162
 
175 318
 
215 604
 
248 552
 
Debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares
167 010
 
168 525
 
165 128
 
139 632
 
155 162
 
175 318
 
215 604
 
248 552
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Other accounts payable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Open-end investment funds
 
 
 
 
 
 
 
 
Financial net worth
-8 963
 
-4 271
 
5 703
 
2 138
 
-1 761
 
4 288
 
6 866
 
15 709
 
Financial assets
215 642
 
219 105
 
209 176
 
168 703
 
162 524
 
189 128
 
229 773
 
270 194
 
Currency and deposits
11 023
 
11 626
 
11 960
 
13 029
 
15 815
 
18 198
 
14 232
 
18 131
 
Debt securities
143 056
 
142 323
 
126 283
 
98 371
 
94 247
 
102 172
 
129 881
 
136 471
 
Loans
7 181
 
9 648
 
2 666
 
2 925
 
1 347
 
749
 
232
 
168
 
Equity and investment fund shares
53 818
 
55 045
 
67 905
 
54 043
 
50 665
 
67 125
 
84 163
 
114 038
 
Equity
53 124
 
54 523
 
57 128
 
44 935
 
43 478
 
51 060
 
61 554
 
86 607
 
Investment fund shares
694
 
523
 
10 778
 
9 108
 
7 187
 
16 065
 
22 609
 
27 431
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
565
 
464
 
361
 
335
 
449
 
884
 
1 266
 
1 385
 
Other accounts receivable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial liabilities
224 605
 
223 377
 
203 473
 
166 565
 
164 285
 
184 840
 
222 907
 
254 485
 
Debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term debt securities
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Short-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Long-term loans
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares
224 605
 
223 377
 
203 473
 
166 565
 
164 285
 
184 840
 
222 907
 
254 485
 
Insurance pension and standardised guarantees
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Other accounts payable
0
 
0
 
0
 
0
 
0
 
0
 
0
 
0
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20170516/667f
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
Italy
 
Visit the OECD web site