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Private Equity, Hedge Funds & Investment Vehicles in the US: Market Research Report

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

Private Equity, Hedge Funds & Investment Vehicles Market Research Report | NAICS 52599 | Mar 2017

Hedged in: An inflow of new funds will boost revenue, despite regulatory challenges and a higher tax burden

The Private Equity, Hedge Funds & Investment Vehicles market research report provides key industry analysis and industry statistics, measures market size, analyzes current and future industry trends and shows market share for the industry’s largest companies. IBISWorld publishes the largest collection of industry reports so you can see an industry’s supply chain, economic drivers and key buyers and markets.

Report Snapshot
Market Share of Companies
There are no companies with a dominant market share
Industry Statistics & Market Size
Revenue
$184bn
Annual Growth 12-17
5.7%
Annual Growth 17-22
Annual Growth
Profit
Profit
Employment
57,506
Businesses
18,320
Industry Threats & Opportunities
  • Increasing demand from institutional investors has boosted assets under management
  • Investors have increasingly perceived funds started by larger, well-established companies as less risky
  • Gradually rising expenses and competition will lead investors to entrust their money with reputable money managers
  • ... purchase to read more

Industry Analysis & Industry Trends

The Private Equity, Hedge Funds and Investment Vehicles industry continues to become an increasingly integral part of institutional investor portfolios and a mainstream part of the asset management market. Increasing demand from institutional investors has contributed to the surge in industry assets under management and revenue over the past five years. Over the next five years, institutional investors will continue to increase their allocations to alternative asset classes and strategies, while greater retail access to these same asset classes and strategies through ETFs and mutual funds will further drive up industry AUM and revenue... ... purchase to read more

Industry Report - Industry Analysis Chapter

The Private Equity, Hedge Funds and Investment Vehicles industry is quickly becoming a mainstream part of the larger asset management market. It is composed of a range of complex investment vehicles, such as hedge funds, private equity funds, closed-end funds and unit investment trusts, which employ various investment strategies and invest in a diverse number of asset classes. These asset classes include traditional assets, like stocks and bonds, and nontraditional assets, such as derivative securities, asset- and mortgage-backed securities and distressed debt. Revenue largely depends on performance fees tied to capital gains and varies widely between funds; however, revenue also includes asset management fees that are more stable and fairly similar across funds.

.. ... purchase to read more

Additional Insights for the Private Equity, Hedge Funds & Investment Vehicles Industry

IBISWorld identifies 250 Key Success Factors for a business.The most important for the Private Equity, Hedge Funds & Investment Vehicles Industry are

  • Having a good reputation
  • Willingness to outsource when appropriate
  • Must comply with government regulations
  • IBISWorld analysts also discuss how external factors such as Demand from retirement and pension plans and Investor uncertainty in the Private Equity, Hedge Funds & Investment Vehicles industry impact industry performance... purchase to read more

     


    Industry ProductsRelated Reports

    What is the Private Equity, Hedge Funds & Investment Vehicles Industry?

    This industry is composed of private equity funds, hedge funds, closed-end funds, unit investment trusts and other financial vehicles. Entities in this industry manage securities or other assets on behalf of shareholders, unit holders or other beneficiaries to achieve high returns on targeted investments. This industry excludes insurance and employee benefit funds, open-end investment funds and trusts, estates and agency accounts.

    Industry Products
    Private equity fundsHedge fundsClosed-end fundsUnit investment trusts
     
    Industry Activities
    Hedge fundsPrivate equity fundsClosed-end mutual fundsProfit-sharing fundsUnit investment trust fundsSpecial purpose vehicles investing in collateralized mortgage obligationsMortgage real estate investment trusts


    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
  • Demand from retirement and pension plans
  • Investor uncertainty
  • Access to credit
  • S&P 500
  • Initial public offerings
  • Regulation for the Investment Management industries
  • Yield on 10-year Treasury note
  • Current Performance
  • Institutional investors drive industry demand
  • Market fluctuations alter industry landscape
  • Hedge funds
  • Private equity
  • Chart: Revenue Growth
  • Industry Outlook
  • Blurred lines
  • Regulation
  • Table: Private Equity, Hedge Funds & Investment Vehicles Industry Revenue Outlook
  • Industry Life Cycle
  • Life cycle reasons
  • Chart: Benchmarking - Private Equity, Hedge Funds & Investment Vehicles Industry Lifecycle vs The Economy
  • Products & Markets
    Supply Chains
  • Key Buying Industries
  • Loan Administration, Check Cashing & Other Services
  • Portfolio Management
  • Retirement & Pension Plans
  • Consumers
  • Key Selling Industries
  • Custody, Asset & Securities Services
  • Finance and Insurance
  • Securities Brokering
  • Stock & Commodity Exchanges
  • Products & Services
  • Private equity funds
  • Hedge funds
  • Closed-end funds
  • Unit investment trusts
  • Chart: Private Equity, Hedge Funds & Investment Vehicles Industry Products and Services Segmentation
  • Demand Determinants
    Major Markets
  • Pension funds
  • Other
  • High-net-worth individuals and wealth managers
  • Life insurance companies
  • Sovereign wealth funds
  • Banks
  • Funds of funds
  • Endowments and foundations
  • Chart: Major Market Segmentation for the Private Equity, Hedge Funds & Investment Vehicles Industry
  • International Trade
    Business Locations
  • Chart: Business Locations by State
  • Competitive Landscape
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • Wages
  • Other
  • Chart: Cost Structure Benchmarking – Sector vs Private Equity, Hedge Funds & Investment Vehicles
  • Basis of Competition
  • Internal competition
  • External competition
  • Barriers to Entry
  • Table: Barrier to Entry Checklist for the Private Equity, Hedge Funds & Investment Vehicles Industry
  • Industry Globalization
    Major Companies
    There are no major players in this industry
    Operating Conditions
    Capital Intensity
  • Chart: Level of Capital Intensity for the Private Equity, Hedge Funds & Investment Vehicles 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 Private Equity, Hedge Funds & Investment Vehicles Industry
  • Includes:
  • Industry Revenue (2008-2022)
  • Industry Gross Product (2008-2022)
  • Establishments (2008-2022)
  • Businesses (2008-2022)
  • Employment (2008-2022)
  • Wages (2008-2022)
  • S&P 500 Value (2008-2022)
  • Table: Annual Percentage Change for Key Industry Data
  • Table: Key Ratios for Industry Key Data
  • Table: Industry Financial Ratios
  • Jargon & Glossary
    Alternative Assets
  • Commodities, derivative products, private equity, real estate, and other nontraditional assets.
  • Assets Under Management (Aum)
  • The assets (e.g. equities, fixed income, real estate and alternative assets) managed on behalf of clients.
  • Collateralized Debt Obligations (Cdo)
  • An investment-grade security backed by a pool of bonds, loans and other assets. CDOs do not specialize in one type of debt but are often non-mortgage loans or bonds.
  • Fund Redemption
  • When investors seek the return of their principals from alternative asset funds under the limitations of the fund issuer.
  • Hedge Fund
  • An aggressively managed portfolio of investments that uses advanced investment strategies to generate high returns. Hedge funds have a limited number of investors and require high initial investment.
  • Initial Public Offerings (Ipo)
  • The first sale of stock by a private company to the public. IPOs are issued by younger companies seeking the capital to expand, but also by large private companies looking to become publicly traded.
  • Leveraging
  • An act of investing with borrowed money that may magnify potential risks and returns.
  • Private Equity
  • Consists of investors and funds that make investments directly into private companies or conduct buyouts of public companies that result in a delisting of public equity.
  • Structured Investment Vehicle (Siv)
  • A form of off balance sheet conduit of financial institutions. SIVs are used to hold assets and pass on income from those assets to investors.

  • 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 Private Equity, Hedge Funds & Investment Vehicles:
    • 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 Private Equity, Hedge Funds & Investment Vehicles 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 Private Equity, Hedge Funds & Investment Vehicles, you can expect thoroughly researched, reliable and current information that will help you to make faster, better business decisions.

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