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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 offers insightful industry analysis and research into the market at the national level. IBISWorld’s in-depth industry market research is presented in a logical and consistent format. The industry report contains key industry statistics, market size, industry trends, and growth and profit forecasts for a 5-year outlook period.

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
Annual Growth
Profit
Profit
Employment
196,411
Businesses
20,247
Industry Threats & Opportunities
  • Improving market conditions will push up stock returns and bond yields
  • The industry has been severely impacted by changes in investor preferences
  • The trend toward low-fee investment products is anticipated to continue
  • ... purchase to read more

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

Additional Insights for the Portfolio Management Industry

IBISWorld identifies 250 Key Success Factors for a business.The most important for the Portfolio Management 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 the Portfolio Management industry impact industry performance... purchase to read more

     


    Industry ProductsRelated Reports

    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


    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
  • Yield on 10-year Treasury note
  • Prime rate
  • Current Performance
  • Revenue trends
  • Changing preferences
  • Rising competition
  • Chart: Revenue Growth
  • Industry Outlook
  • Continuing trends
  • Settling competition
  • Moving forward
  • Table: Portfolio Management Industry Revenue Outlook
  • Industry Life Cycle
  • Life cycle reasons
  • Chart: Benchmarking - Portfolio Management 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
  • Equity specialties and fixed income products
  • ETFs and passively-managed products
  • Solutions Products and Other (target date products and LDIs)
  • Alternatives
  • Chart: Portfolio Management Industry Products and Services Segmentation
  • Demand Determinants
    Major Markets
  • Retail and high-net-worth clients
  • Equity institutional investors
  • Fixed income institutional investors
  • Multi-asset institutional investors
  • Alternatives institutional investors
  • Chart: Major Market Segmentation for the Portfolio Management Industry
  • International Trade
    Business Locations
  • Chart: Business Locations by State
  • Competitive Landscape
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • Chart: Cost Structure Benchmarking – Sector vs Portfolio Management
  • Basis of Competition
  • Internal competition
  • External competition
  • Barriers to Entry
  • Table: Barrier to Entry Checklist for the Portfolio Management Industry
  • Industry Globalization
    Major Companies
    There are no major players in this industry
    Operating Conditions
    Capital Intensity
  • Chart: Level of Capital Intensity for the Portfolio Management 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 Industry
  • Includes:
  • Industry Revenue (2007-2021)
  • Industry Gross Product (2007-2021)
  • Establishments (2007-2021)
  • Businesses (2007-2021)
  • Employment (2007-2021)
  • Wages (2007-2021)
  • Per capita disposable income (2007-2021)
  • Table: Annual Percentage Change for Key Industry Data
  • Table: Key Ratios for Industry Key Data
  • Table: Industry Financial Ratios
  • Jargon & Glossary
    Active Management
  • A portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index.
  • Assets Under Management (Aum)
  • The assets (e.g. equities, fixed income, real estate and alternative assets) managed on behalf of clients.
  • Exchange-Traded Fund
  • An investment fund traded on stock exchanges that holds assets (e.g. stocks, commodities or bonds) and trades close to its net asset value over the course of the trading day.
  • Hedge Fund
  • An investment fund, usually only open to customers that meet specific wealth characteristics, that undertakes a range of investment and trading activities.
  • Passive Management
  • A financial strategy in which an investor or a fund manager invests in accordance with a pre-determined strategy that doesn't entail any forecasting.

  • Why Buy this Report?
    IBISWorld industry market research reports enable you to:
    • Find out about key industry trends
    • Identify threats and opportunities
    • Inform your decisions for marketing, strategy and planning
    • Quickly build competitive intelligence
    This report on Portfolio Management:
    • 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 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 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

    IBISWorld reports on thousands of industries around the world. Our clients rely on our information and data to stay up-to-date on industry trends across all industries. With this IBISWorld Industry Research Report on Portfolio Management, you can expect thoroughly researched, reliable and current information that will help you to make faster, better business decisions.

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