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Portfolio Management in the US: Market Research Report

Market Research • Market Size • Industry Statistics • Industry Analysis • Industry Trends

Portfolio Management Market Research Report | NAICS 52392 | Jan 2017

Diversified portfolio: Improving market conditions will moderately push industry revenue upward

IBISWorld’s Portfolio Management market research report is a comprehensive guide to market size and growth prospects. Our industry reports offer strategic industry analysis of the factors influencing companies, including new product developments, economic, lifestyle and demographic influences, distribution and supply chain factors and pricing issues. Full analysis accompanies our data forecasts to illustrate how the market responds to emerging industry trends.

Report Snapshot
Market Share of Companies
There are no companies with a dominant market share
Industry Statistics & Market Size
Revenue
$233bn
Annual Growth 11-16
3.3%
Annual Growth 16-21
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Profit
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Employment
196,411
Businesses
20,247
Industry Analysis & Industry Trends

Despite recent volatility in global capital markets and an investor push toward passively managed funds, the performance of the Portfolio Management industry is expected to improve strongly over the five years to 2016. Industry operators generate revenue from fees, which are largely calculated as a specific share of total assets under management (AUM). By 2012, industry revenue passed prerecessionary levels. Industry revenue is forecast to grow over the five years to 2021. Improving market conditions after poor global equity returns in 2016 will push up stock returns and bond yields, causing AUM to grow over the five-year period. Demographic trends are also expected to boost demand for industry services... purchase to read more

Industry Report - Industry Key Buyers Chapter

The Portfolio Management industry operates with a low level of market share concentration. The top four companies account for an estimated 11.1% of total industry revenue in 2016. A company's position in the industry can be measured either by its annual revenue or its assets under management (AUM). One of the largest industry acquisitions in recent years was BlackRock's purchase of Barclays Global asset management operations in 2009, which propelled BlackRock to become the world's largest financial institution by assets under management. Over the period to 2016, the industry is trending toward a winner-takes-all system of asset flows. As a result, the top performing companies have increasingly gained asset flows, consequently, big companies are getting bigger. How.. purchase to read more

 


Industry ProductsRelated ReportsTable of Contents

What is the Portfolio Management 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 for investment vehicles such as mutual funds, hedge funds and variable insurance products.

Industry Products
Large-cap equity, government fixed income and structured productsEquity specialties and fixed income productsETFs and passively-managed productsAlternativesSolutions Products and Other (target date products and LDIs)
 
Industry Activities
Large cap equity asset managementFixed-income asset managementEquity specialties asset managementAlternatives asset management


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