Industry Statistics and Trends
Market size and recent performance (2013-2028)
Industry revenue has declined at a CAGR of 1.0 % over the past five years, to reach an estimated $4.4bn in 2023.
Trends and Insights
Low investor confidence amid an unstable economic environment has dampened demand
- The COVID-19 pandemic created an unstable economic environment, constraining sharemarket activity.
- Additional trends and insights available with purchase
Source: IBISWorld
Industry outlook (2024-2029)
Market size is projected to grow over the next five years.
Trends and Insights
Exchange-traded funds (ETFs) undermine positive sharemarket performance and continued economic recovery
- The revival of economic activity, rising consumer sentiment and investor confidence, and growing discretionary income will prompt greater IPO activity.
Biggest companies in the Funds Management and Other Investment Services in New Zealand
| Company | Market Share (%)
2024 | Revenue ($short_0)
2024 |
|---|
There are no companies that hold a large enough market share in the Funds Management and Other Investment Services in New Zealand industry for IBISWorld to include in this product.
Products & Services Segmentation
Source: IBISWorld
Industry revenue is measured across several distinct product and services lines, including Funds management services, KiwiSaver and superannuation investment schemes and Financial planning and retirement advice. Funds management services is the largest segment of the Funds Management and Other Investment Services in New Zealand.
Trends and Insights
International investments in funds management services is partially offsetting risk aversion among investors
- Fund managers oversee and handle clients' cashflow, and check the performance of stocks to advise clients on the best course of action. These services let clients invest in various financial assets.
- More insights available in the full report
Table of Contents
About this industry
Industry definition
Operators provide funds management services, financial planning, mortgage broking, nominee services, trustee services and custodial services. They also operate stock exchanges, provide share registry services and administer credit cards. Operators typically generate income on a commission or fee basis.
What's included in this industry?
Financial planning and retirement adviceCustodial, trustee and administration servicesFunds management servicesKiwiSaver and superannuation investment schemesCredit card administration services Share registry services Stock exchange and clearing house operationsCompanies
Purchase this report to view all major companies in this industry.
Related Terms
FUNDS UNDER MANAGEMENT (FUM)KIWISAVER SCHEMEROBO-ADVISORIndustry Code
ANZSIC 6419 - Funds Management and Other Investment Services in New Zealand
Performance
Get an indication of the industry's health through historical, current and forward-looking trends in the performance indicators that make or break businesses.
Analyst insights
Strong sharemarket performances are heightening investor confidence. Despite strong performances in the sharemarket, the economic and financial challenges investors faced dur...
In this chapter (4)
- Current Performance
- Outlook
- Volatility
- Life Cycle
Key metrics
- Annual Revenue, Recent Growth, Forecast, Revenue Volatility
- Number of Employees, Recent Growth, Forecast, Employees per Business, Revenue per Employee
- Number of Businesses, Recent Growth, Forecast, Employees per Business, Revenue per Business
- Total Profit, Profit Margin, Profit per Business
Charts
- Revenue, including historical (2013-2022) and forecast (2023-2028)
- Employees, including historical (2013-2022) and forecast (2023-2028)
- Businesses, including historical (2013-2022) and forecast (2023-2028)
- Profit, including historical (2013-2023)
- Industry Volatility vs. Revenue Growth
- Industry Life Cycle
Detailed analysis
- Trends in supply, demand and current events that are driving current industry performance
- Expected trends, economic factors and ongoing events that drive the industry's outlook
- Key success factors for businesses to overcome volatility
- How contribution to GDP, industry saturation, innovation, consolidation, and technology and systems influence the industry's life cycle phase.
Products and Markets
Learn about an industry's products and services, markets and trends in international trade.
Analyst insight
Increases funds management activity are boosting the value of FUM. Despite the economic downturn from the COVID-19 pandemic, FUM increases are benefiting operators specialisi...
In this chapter
- Products & Services
- Major Markets
Key metrics
- Largest market segment and value in 2023
- Product innovation level
Charts
- Products & services segmentation in 2023
- Major market segmentation in 2023
Detailed analysis
- Trends impacting the recent performance of the industry's various segments
- Innovations in the industry's product or service offering, specialization or delivery method
- Key factors that successful businesses consider in their offerings
- Buying segments and key trends influencing demand for industry products and services
Geographic Breakdown
Discover where business activity is most concentrated in an industry and the factors driving these trends to find opportunities and conduct regional benchmarking.
Analyst insights
Funds management services firms concentrate in locations with many institutional investors. Institutional investors include banks and other financial services that contribute...
In this chapter (1)
- Business Locations
Charts
- Share of revenue, establishment, wages and employment in each region
- Share of population compared to establishments in each region in 2023
Tables
- Number and share of establishments in each region in 2023
- Number and share of revenue each region accounts for in 2023
- Number and share of wages each region accounts for in 2023
- Number and share of employees in each region in 2023
Detailed analysis
- Geographic spread of the industry across Asia Pacific, and trends associated with changes in the business landscape
- Key success factors for businesses to use location to their advantage
Competitive Forces
Get data and insights on what's driving competition in an industry and the challenges industry operators and new entrants may face, with analysis built around Porter's Five Forces framework.
Analyst insights
Fund managers compete on price and service quality. Clients demand a fair fee on the basis of performance or a fixed rate for the total volume of FUM. Funds that offers high-...
In this chapter (4)
- Concentration
- Barriers to Entry
- Substitutes
- Buyer & Supplier Analysis
Key metrics
- Industry concentration level
- Industry competition level and trend
- Barriers to entry level and trend
- Substitutes level and trend
- Buyer power level and trend
- Supplier power level and trend
Charts
- Market share concentration among the top 4 suppliers from 2018-2023
- Supply chain including upstream supplying industries and downstream buying industries, flow chart
Detailed analysis
- Factors impacting the industry’s level of concentration, such as business distribution, new entrants, or merger and acquisition activity.
- Key success factors for businesses to manage the competitive environment of the industry.
- Challenges that potential industry entrants face such as legal, start-up costs, differentiation, labor/capital intensity and capital expenses.
- Key success factors for potential entrants to overcome barriers to entry.
- Competitive threats from potential substitutes for the industry’s own products and services.
- Key success factors for how successful businesses can compete with substitutes.
- Advantages that buyers have to keep favorable purchasing conditions.
- Advantages that suppliers have to maintain favorable selling conditions.
- Key success factors for how businesses can navigate buyer and supplier power.
Companies
Learn about the performance of the top companies in the industry.
Analyst insights
The emergence of multi-boutique models as a structure for funds management companies is prompting acquisitions of smaller and specialised boutique funds management companies. ...
In this chapter
- Market Share Concentration
- Companies
- Company Spotlights
Charts
- Industry market share by company in 2019 through 2023
- Major companies in the industry, including market share, revenue, profit and profit margin in 2023
Detailed analysis
External Environment
Understand the demographic, economic and regulatory factors that shape how businesses in an industry perform.
Analyst insights
The total value of managed funds is increasing. Growth in the value of managed funds indicates higher demand for funds management and other investment services.
In this chapter
- External Drivers
- Regulation & Policy
- Assistance
Key metrics
- Regulation & policy level and trend
- Assistance level and trend
Charts
- Regulation & Policy historical data and forecast (2013-2028)
- Assistance historical data and forecast (2013-2028)
Detailed analysis
- Demographic and macroeconomic factors influencing the industry, including Regulation & Policy and Assistance
- Major types of regulations, regulatory bodies, industry standards or specific regulations impacting requirements for industry operators
- Key governmental and non-governmental groups or policies that may provide some relief for industry operators.
Financial Benchmarks
View average costs for industry operators and compare financial data against an industry's financial benchmarks over time.
Analyst insights
Heightened risk-aversion income is impeding profit margin growth. COVID-19 caused financial hardship that lowered investor confidence. This limited the total volume of FUM, c...
In this chapter
- Cost Structure
- Financial Ratios
- Key Ratios
Key metrics
- Profit margin, and how it compares to the sector-wide margin
- Average wages, and how it compares to the sector-wide average wage
- Largest cost component as a percentage of revenue
- Industry average ratios for days' receivables, industry coverage and debt-to-net-worth ratio
Charts
- Average industry operating costs as a share of revenue, including purchases, wages, depreciation, utilities, rent, other costs and profit in 2023
- Average sector operating costs as a share of revenue, including purchases, wages, depreciation, utilities, rent, other costs and profit in 2023
- Investment vs. share of economy
Data tables
- Cash Flow & Debt Service Ratios (2013-2028)
- Revenue per Employee (2013-2028)
- Revenue per Enterprise (2013-2028)
- Employees per Establishment (2013-2028)
- Employees per Enterprise (2013-2028)
- Average Wage (2013-2028)
- Wages/Revenue (2013-2028)
- Establishments per Enterprise (2013-2028)
- IVA/Revenue (2013-2028)
- Imports/Demand (2013-2028)
- Exports/Revenue (2013-2028)
Detailed analysis
- Trends in the cost component for industry operators and their impact on industry costs and profitability
Key Statistics
Industry Data
Data Tables
Including values and annual change:
- Revenue (2013-2028)
- IVA (2013-2028)
- Establishments (2013-2028)
- Enterprises (2013-2028)
- Employment (2013-2028)
- Exports (2013-2028)
- Imports (2013-2028)
- Wages (2013-2028)
Top Questions Answered
Unlock comprehensive answers and precise data upon purchase. View purchase options.
What is the market size of the Funds Management and Other Investment Services industry in New Zealand in 2024?
The market size of the Funds Management and Other Investment Services industry in New Zealand is $4.4bn in 2024.
How many businesses are there in the Funds Management and Other Investment Services in New Zealand industry in 2023?
There are 5,368 businesses in the Funds Management and Other Investment Services industry in New Zealand, which has grown at a CAGR of 8.4 % between 2018 and 2023.
Has the Funds Management and Other Investment Services industry in New Zealand grown or declined over the past 5 years?
The market size of the Funds Management and Other Investment Services industry in New Zealand has been declining at a CAGR of 1.0 % between 2018 and 2023.
What is the forecast growth of the Funds Management and Other Investment Services industry in New Zealand over the next 5 years?
Over the next five years, the Funds Management and Other Investment Services industry in New Zealand is expected to grow.
What does the Funds Management and Other Investment Services in New Zealand include?
Financial planning and retirement advice and Custodial, trustee and administration services are part of the Funds Management and Other Investment Services industry.
How competitive is the Funds Management and Other Investment Services industry in New Zealand?
The level of competition is high and increasing in the Funds Management and Other Investment Services industry in New Zealand.
Related Industries
Widen your competitive advantage with related industries
Competitors
- Financial Asset Broking Services in New Zealand
Complementors
- Life Insurance in New Zealand
- Superannuation Funds in New Zealand
- Insurance Brokerage in New Zealand
International industries
- Stock & Commodity Exchanges in the US
- Portfolio Management in the US
- Financial Planning & Advice in the US
- Custody, Asset & Securities Services in the US
- Trusts & Estates in the US
View all industries in New Zealand
Methodology
How are IBISWorld reports created?
IBISWorld has been a leading provider of trusted industry research for over 50 years to the most successful companies worldwide. With offices in Australia, the United States, the United Kingdom, Germany and China, we are proud to have local teams of analysts that conduct research, data analysis and forecasting to produce data-driven industry reports.
Our analysts start with official, verified and publicly available sources of data to build the most accurate picture of each industry. Analysts then leverage their expertise and knowledge of the local markets to synthesize trends into digestible content for IBISWorld readers. Finally, each report is reviewed by one of IBISWorld’s editors, who provide quality assurance to ensure accuracy and readability.
IBISWorld relies on human-verified data and human-written analysis to compile each standard industry report. We do not use generative AI tools to write insights, although members can choose to leverage AI-based tools within the platform to generate additional analysis formats.
What data sources do IBISWorld analysts use?
Each industry report incorporates data and research from government databases, industry-specific sources, industry contacts, and our own proprietary database of statistics and analysis to provide balanced, independent and accurate insights.
Key data sources in New Zealand include:
- Statistics New Zealand
- New Zealand Company Register
- Ministry of Business, Innovation & Employment
Analysts also use industry specific sources to complement catch-all sources, although their perspective may focus on a particular organization or representative body, rather than a clear overview of all industry operations. However, when balanced against other perspectives, industry-specific sources provide insights into industry trends.
These sources include:
- Industry and trade associations
- Industry federations or regulators
- Major industry players annual or quarterly filings
Finally, IBISWorld’s global data scientists maintain a proprietary database of macroeconomic and demand drivers, which our analysts use to help inform industry data and trends. They also maintain a database of statistics and analysis on thousands of industries, which has been built over our more than 50-year history and offers comprehensive insights into long-term trends.
How does IBISWorld forecast its data?
IBISWorld’s analysts and data scientists use the sources above to create forecasts for our proprietary datasets and industry statistics. Depending on the dataset, they may use regression analysis, multivariate analysis, time-series analysis or exponential smoothing techniques to project future data for the industry or driver. Additionally, analysts will leverage their local knowledge of industry operating and regulatory conditions to impart their best judgment on the forecast model.
IBISWorld prides itself on being a trusted, independent source of data, with over 50 years of experience building and maintaining rich datasets and forecasting tools. We are proud to be the keystone source of industry information for thousands of companies across the world.
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