OECD Institutional Investors Statistics 2017
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OECD Institutional Investors Statistics 2017

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 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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From chapter Italy
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Table 1 – Financial assets and liabilities of institutional investors, 2016: Italy You or your institution have access to this content

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OECD Institutional Investors Statistics 2017 - © OECD 2017

Italy
‌1Financial assets and liabilities of institutional investors, 2016
Million EUR (1999 ITL euro)
‌‌
Investment funds
Total
Non-money market funds
Money market funds
Total
Open-end non-money market funds
Closed-end non-money market funds
Total
Financial assets
303 198
 
298 251
 
278 855
 
19 396
 
4 947
 
Currency and deposits
..
 
21 839
 
16 550
 
5 289
 
..
 
Debt securities
138 619
 
134 147
 
134 039
 
108
 
4 472
 
Debt securities, short term
5 779
 
5 779
 
5 725
 
54
 
0
 
Debt securities, long term
132 840
 
128 368
 
128 314
 
53
 
4 472
 
Debt securities issued by residents
71 140
 
71 073
 
70 110
 
963
 
67
 
Debt securities issued by non-residents
67 478
 
63 074
 
63 929
 
-855
 
4 405
 
Loans
442
 
0
 
0
 
0
 
442
 
Loans, short-term
442
 
0
 
0
 
0
 
442
 
Loans, long-term
0
 
0
 
0
 
0
 
0
 
Loans granted to residents
442
 
0
 
0
 
0
 
442
 
Loans granted to non-residents
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares/units
140 692
 
140 659
 
126 660
 
14 000
 
33
 
Equity and investment fund shares issued/units by residents
35 621
 
35 621
 
23 972
 
11 649
 
0
 
Equity and investment fund shares/units issued by non residents
105 071
 
105 038
 
102 688
 
2 350
 
33
 
Other accounts receivable
0
 
0
 
0
 
0
 
0
 
‌‌
Investment funds
Total
Non-money market funds
Money market funds
Total
Open-end non-money market funds
Closed-end non-money market funds
Total
Financial liabilities
300 798
 
296 042
 
260 549
 
35 493
 
4 756
 
Currency and deposits
0
 
0
 
0
 
0
 
0
 
Debt securities
0
 
0
 
0
 
0
 
0
 
Debt securities, short term
0
 
0
 
0
 
0
 
0
 
Debt securities, long term
0
 
0
 
0
 
0
 
0
 
Loans
0
 
0
 
0
 
0
 
0
 
Loans, short-term
0
 
0
 
0
 
0
 
0
 
Loans, long-term
0
 
0
 
0
 
0
 
0
 
Equity and investment fund shares/units
300 798
 
296 042
 
260 549
 
35 493
 
4 756
 
Insurance pension and standardised guaratees
0
 
0
 
0
 
0
 
0
 
Financial derivatives and employee stock options
0
 
0
 
0
 
0
 
0
 
Other accounts payable
0
 
0
 
0
 
0
 
0
 
‌‌
Insurance corporations and pension funds
Total
Insurance corporations
Pension funds
Total
Life insurance corporations
Non-life insurance corporations
Total
Financial assets
898 604
 
811 190
 
732 124
 
79 066
 
87 414
 
Currency and deposits
24 930
 
19 304
 
17 422
 
1 882
 
5 626
 
Debt securities
574 678
 
523 328
 
472 319
 
51 008
 
51 350
 
Debt securities, short-term
2 462
 
2 322
 
2 095
 
226
 
140
 
Debt securities, long term
572 215
 
521 006
 
470 224
 
50 782
 
51 210
 
Debt securities issued by residents
388 294
 
376 581
 
339 876
 
36 705
 
11 713
 
Debt securities issued by non-residents
186 384
 
146 747
 
132 443
 
14 303
 
39 637
 
Loans
9 084
 
9 084
 
8 199
 
885
 
0
 
Loans, short-term
1 181
 
1 181
 
1 066
 
115
 
0
 
Loans, long-term
7 903
 
7 903
 
7 133
 
770
 
0
 
Loans granted to residents
647
 
631
 
569
 
61
 
16
 
Loans granted to non-residents
8 437
 
8 453
 
7 629
 
824
 
-16
 
Equity and investment fund shares/units
284 840
 
254 402
 
229 606
 
24 796
 
30 438
 
Equity and investment fund shares/units issued by residents
56 587
 
39 904
 
36 015
 
3 889
 
16 683
 
Equity and investment fund shares/units issued by non residents
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
2 214
 
2 214
 
1 998
 
216
 
0
 
‌‌
Insurance corporations and pension funds
Total
Insurance corporations
Pension funds
Total
Life insurance corporations
Non-life insurance corporations
Total
Financial liabilities
906 910
 
812 114
 
732 957
 
79 156
 
94 796
 
Currency and deposits
0
 
0
 
0
 
0
 
0
 
Debt securities
16 068
 
16 068
 
14 502
 
1 566
 
0
 
Debt securities, short term
0
 
0
 
0
 
0
 
0
 
Debt securities, long term
16 068
 
16 068
 
14 502
 
1 566
 
0
 
Loans
11 762
 
11 745
 
10 600
 
1 145
 
17
 
Loans, short-term
1 474
 
1 458
 
1 316
 
142
 
16
 
Loans, long-term
10 288
 
10 287
 
9 284
 
1 003
 
1
 
Equity and investment fund shares/units
80 920
 
80 920
 
73 032
 
7 887
 
0
 
Insurance pension and standardised guarantees
795 317
 
700 538
 
632 257
 
68 281
 
94 779
 
Financial derivatives and employee stock options
249
 
249
 
225
 
24
 
0
 
Other accounts payable
2 594
 
2 594
 
2 341
 
253
 
0
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20170920/75e8
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
Italy
 
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