OECD Institutional Investors Statistics 2017
Hide / Show Abstract

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.

Click to Access: 
    http://oecd.metastore.ingenta.com/content/0117171e.pdf
  • PDF
  • http://www.keepeek.com/Digital-Asset-Management/oecd/finance-and-investment/oecd-institutional-investors-statistics-2017_instinv-2017-en
  • READ
From chapter United States
Click to Access: 
    http://oecd.metastore.ingenta.com/content/0117171ec035.pdf
  • PDF
  • http://www.keepeek.com/Digital-Asset-Management/oecd/finance-and-investment/oecd-institutional-investors-statistics-2017/united-states_instinv-2017-35-en
  • READ
 
Table
 

Table 1 – Financial assets and liabilities of institutional investors, 2016: 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-2017-en/table-128.html
  • WEB
  • http://oecd.metastore.ingenta.com/content/012017171e1t128.pdf
  • PDF
  • http://oecd.metastore.ingenta.com/content/012017171x1t128.xls
  • XLS
  • http://www.keepeek.com/Digital-Asset-Management/oecd/finance-and-investment/oecd-institutional-investors-statistics-2017/financial-assets-and-liabilities-of-institutional-investors-2016-united-states_instinv-2017-table128-en
  • READ
Hide / Show
 

OECD Institutional Investors Statistics 2017 - © OECD 2017

United States
‌1Financial assets and liabilities of institutional investors, 2016
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
Financial assets
19 798
 
17 070
 
16 140
 
930
 
2 728
 
Currency and deposits
215
 
36
 
..
 
36
 
178
 
Debt securities
6 662
 
4 916
 
4 506
 
410
 
1 746
 
Debt securities, short term
650
 
131
 
131
 
..
 
519
 
Debt securities, long term
6 013
 
4 785
 
4 375
 
410
 
1 227
 
Debt securities issued by residents
..
 
..
 
..
 
..
 
..
 
Debt securities issued by non-residents
..
 
..
 
..
 
..
 
..
 
Loans
1 266
 
466
 
242
 
224
 
800
 
Loans, short-term
1 042
 
242
 
242
 
..
 
800
 
Loans, long-term
224
 
224
 
..
 
224
 
..
 
Loans granted to residents
..
 
..
 
..
 
..
 
..
 
Loans granted to non-residents
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares/units
11 205
 
11 205
 
11 103
 
102
 
..
 
Equity and investment fund shares issued/units by residents
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares/units issued by non residents
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
450
 
447
 
290
 
157
 
4
 
‌‌
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
20 126
 
17 398
 
16 140
 
1 258
 
2 728
 
Currency and deposits
..
 
..
 
..
 
..
 
..
 
Debt securities
416
 
416
 
..
 
416
 
..
 
Debt securities, short term
0
 
0
 
..
 
0
 
..
 
Debt securities, long term
416
 
416
 
..
 
416
 
..
 
Loans
484
 
484
 
..
 
484
 
..
 
Loans, short-term
256
 
256
 
..
 
256
 
..
 
Loans, long-term
228
 
228
 
..
 
228
 
..
 
Equity and investment fund shares/units
19 130
 
16 402
 
16 140
 
262
 
2 728
 
Insurance pension and standardised guaratees
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
Other accounts payable
96
 
96
 
..
 
96
 
..
 
‌‌
Insurance corporations and pension funds
Total
Insurance corporations
Pension funds
Total
Life insurance corporations
Non-life insurance corporations
Total
Financial assets
27 406
 
8 672
 
6 764
 
1 908
 
18 734
 
Currency and deposits
202
 
96
 
69
 
27
 
106
 
Debt securities
8 414
 
4 435
 
3 408
 
1 027
 
3 979
 
Debt securities, short-term
205
 
109
 
58
 
51
 
96
 
Debt securities, long term
8 209
 
4 326
 
3 350
 
976
 
3 883
 
Debt securities issued by residents
..
 
..
 
..
 
..
 
..
 
Debt securities issued by non-residents
..
 
..
 
..
 
..
 
..
 
Loans
682
 
644
 
628
 
16
 
38
 
Loans, short-term
176
 
168
 
167
 
1
 
8
 
Loans, long-term
506
 
476
 
461
 
15
 
30
 
Loans granted to residents
..
 
..
 
..
 
..
 
..
 
Loans granted to non-residents
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares/units
11 532
 
2 598
 
2 109
 
490
 
8 933
 
Equity and investment fund shares/units issued by residents
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares/units issued by non residents
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
1 747
 
867
 
520
 
348
 
879
 
‌‌
Insurance corporations and pension funds
Total
Insurance corporations
Pension funds
Total
Life insurance corporations
Non-life insurance corporations
Total
Financial liabilities
26 742
 
7 833
 
6 388
 
1 445
 
18 909
 
Currency and deposits
71
 
71
 
71
 
..
 
..
 
Debt securities
..
 
..
 
..
 
..
 
..
 
Debt securities, short term
..
 
..
 
..
 
..
 
..
 
Debt securities, long term
..
 
..
 
..
 
..
 
..
 
Loans
93
 
93
 
90
 
3
 
..
 
Loans, short-term
93
 
93
 
90
 
3
 
..
 
Loans, long-term
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares/units
759
 
759
 
344
 
415
 
..
 
Insurance pension and standardised guarantees
25 279
 
6 370
 
5 511
 
859
 
18 909
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
Other accounts payable
540
 
540
 
372
 
168
 
..
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20170920/75e8
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
United States
 
Visit the OECD web site