Seal of approval: Regulatory changes are expected to increase demand for the industry's services

Over the five years to 2017, the Portfolio Management industry in California is expected to grow. Despite volatility in global financial markets in 2015 and 2016 and the rising popularity of low-cost, passively managed funds, industry revenue has overall increased over the past five years. As employment and wages have improved in recent years, per capita disposable income in California has increased, giving retail clients more financial resources to invest with portfolio managers, thus driving assets under management (AUM) upward. At the same time, corporate profit in California has also grown, giving institutional investors more money to invest. In addition to rising per capita disposable income and corporate profit, growth in the S&P 500 has similarly pushed AUM upward...purchase to read more.

Industry Statistics & Market Size
Revenue
$41bn
Annual Growth 12-17
2.8%
Forecast Growth 17-22
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Profit
x.x%lock
Employment
32,070
Businesses
3,422
Market Share of Companies

Industry Threats & Opportunities

  • Industry growth has been tempered by investors increasingly opting for products with lower fees
  • Moreover, rising internet use has provided investors with access to inexpensive analytics tools
  • Industry growth at the state level is projected to match growth at the national level over the next five years

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    Industry Report - Starting a New Business Chapter

    Much like at the national level, barriers to entry in the Portfolio Management industry in California are moderate and steady. The industry exhibits a low level of market share concentration, with no single company exercising substantial control. As a result, it is relatively easy for new enterprises to establish operations, though competition with established portfolio management companies is fierce. Moreover, capital costs are low because most operators outsource trading, data collection and back-office infrastructure. Consequently, portfolio managers often do not need significant amounts of capital to initiate operations. How...purchase to read more.

    Additional Insights for the Portfolio Management in California Industry

    IBISWorld identifies 250 Key Success Factors for a business.The most important for the Portfolio Management in California Industry are

  • Having an extensive distribution/collection network
  • Highly trained workforce
  • Having a high prior success rate

    • IBISWorld analysts also discuss how external factors such as S&P 500 and Per Capita Disposable Income in California in the Portfolio Management in California industry impact industry performance..

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    What's in this report

    Industry Products

    What is the Portfolio Management in California Industry?

    The industry comprises firms that actively manage assets for clients. Portfolio managers have the authority to make investment decisions and generate revenue through fees that are based on service and portfolio performance. Industry operators manage assets in investment vehicles such as mutual funds, hedge funds and variable insurance products.

    Industry Products
  • Large-cap equity, government fixed income and structured products
  • Equity specialties and fixed income products
  • ETFs and passively-managed products
  • Alternatives
  • Other (target date products and LDIs)
    • Industry Activities
  • Large cap equity asset management
  • Fixed-income asset management
  • Equity specialties asset management
  • Alternatives asset management

    • Related Reports

    Table of Contents

    About this Industry

    Industry Definition
    Main Activities
    Similar Industries
    Additional Resources

    Industry at a Glance

    Industry Statistics Snapshot
    Industry Structure
    Executive Summary

    Industry Performance

    Executive Summary
    Key External Drivers
  • S&P 500
  • Per Capita Disposable Income in California
  • Corporate Profit in California
  • Yield on 10-year Treasury note
  • Prime rate

    • Current Performance
  • Revenue and profit trends
  • Rising competition
  • Chart: Revenue Growth

    • Industry Outlook
  • Continuing trends
  • Declining profit and growing enterprises
  • Table: Portfolio Management in California Industry Revenue Outlook

    • Industry Life Cycle
  • Life cycle reasons
  • Chart: Benchmarking - Portfolio Management in California Industry Lifecycle vs The Economy

    • Products & Markets

    Supply Chains
    Key Buying Industries
  • Financial Planning & Advice
  • Retirement & Pension Plans
  • Open-End Investment Funds
  • Private Equity, Hedge Funds & Investment Vehicles
  • Consumers

    • Key Selling Industries
  • Custody, Asset & Securities Services
  • Securities Brokering

    • Products & Services
  • Large-cap equity, government fixed income and structured products
  • Alternatives
  • Equity specialties and fixed income products
  • ETFs and passively-managed products
  • Other (target date products and LDIs)
  • Chart: Portfolio Management in California Industry Products and Services Segmentation

    • Major Markets
  • Retail and high-net-worth clients
  • Equity institutional investors
  • Fixed income institutional investors
  • Multiasset institutional investors
  • Alternatives institutional investors
  • Chart: Major Market Segmentation for the Portfolio Management in California Industry

    • Business Locations
    Chart: Business Locations by State

    Competitive Landscape

    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • Profit
  • Wages
  • Other
  • Chart: Cost Structure Benchmarking – Sector vs Portfolio Management in California

    • Basis of Competition
  • Internal competition
  • External competition

    • Barriers to Entry
  • Table: Barrier to Entry Checklist for the Portfolio Management in California Industry

    • Major Companies

    Capital Group Companies Inc., BlackRock Inc., The Charles Schwab Corporation, Fidelity Investments, State Street Corporation,
  • Table: Capital Group Companies Inc. - financial performance
  • Table: BlackRock Inc. - financial performance
  • Table: The Charles Schwab Corporation - financial performance
  • Table: Fidelity Investments - financial performance
  • Table: State Street Corporation - financial performance

    • Operating Conditions

    Capital Intensity
  • Chart: Level of Capital Intensity for the Portfolio Management in California Industry
  • Chart: Tools of the Trade: Growth Strategies for Success

    • Technology & Systems
    Revenue Volatility
  • Chart: Volatility vs Industry Growth

    • Regulation & Policy
    Industry Assistance

    Key Statistics

    Table: Industry Data for the Portfolio Management in California Industry
    Includes:
  • Industry Revenue (2008-2022)
  • Establishments (2008-2022)
  • Businesses (2008-2022)
  • Employment (2008-2022)
  • Wages (2008-2022)

    • Table: Annual Percentage Change for Key Industry Data
    Table: Key Ratios for Industry Key Data

    Jargon & Glossary

    Active Management
  • A portfolio management strategy in which the manager actively invests assets with the goal of outperforming a benchmark index.
    • Assets Under Management (Aum)
  • The assets (e.g., equities, fixed income, real estate or alternative investment vehicles) that industry operators manage on behalf of their clients.
    • Exchange-Traded Funds (Etfs)
  • Investment funds that trade close to their net asset value over the course of the day. ETFs are often structured to match the performance of a benchmark index.
    • Hedge Fund
  • An investment fund that undertakes a variety of trading activities and is typically open only to customers that meet specific wealth requirements.
    • Passive Management
  • An approach to portfolio management in which a fund manager invests assets following a predetermined strategy that does not rely on forecasting.
    • What Our Customers Say
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    This report on Portfolio Management in California:
    • Provides Market Size information to assist with planning and strategic decisions.
    • Includes the necessary information to perform SWOT, PEST and STEER analysis.
    • Helps you understand market dynamics to give you a deeper understanding of industry competition and the supply chain.
    • Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.
    The Portfolio Management in California market research report includes:
    • Historical data and analysis for the key drivers of this industry
    • A five-year forecast of the market and noted trends
    • Detailed research and segmentation for the main products and markets
    • An assessment of the competitive landscape and market shares for major companies
    • And of course, much more

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