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Investment Management Services in the US Procurement Price, Data and Insights
This report is intended to assist buyers, which are also referred to as investors, of investment management services. Operators make investment decisions on behalf of investors, such as individuals or institutions, to achieve specified investment benchmarks given an accepted level of risk. Investment managers may be responsible for all aspects of managing clients' portfolios, such as buying and selling securities, settlement of transactions, performance measurement, reporting and regulatory compliance. Key buyers in this market include commercial businesses, government agencies and consumers.
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What’s included in this market coverage
IBISWorld's research coverage on the Investment Management Services procurement and pricing environment in the United States includes market dynamics, buyer power scores, supply chain vendors with pricing trends and forecasts.
About this Market
What’s this procurement report about?
This procurement coverage of the Investment Management Services market in the United States includes Portfolio Management, Security Trading, Risk Management & Compliance, Performance Measurement & Attribution and Client & Investor Reporting. Standard coding in this coverage includes ISIC-663-Fund management activities, NACE-66.30-Fund Management Activities, NAICS-523920-Portfolio management and UNSPSC-84121706-Financial asset management service.
What common market terminology is included?
Common market terminology included in the Investment Management Services procurement coverage includes Asset (A resource with economic value that an individual or corporation owns or controls with the expectation that it will provide future benefit.), Fiduciary (A person or organization that must act in the best interests of another party.) and Securities (A financial asset that can be traded, including equity securities (stock), debt securities (bonds) or derivatives (forwards or futures).).
What companies are included as top suppliers?
The top companies covered in the Investment Management Services procurement report as suppliers are Vanguard Group Inc., Prudential Financial, Inc., Blackrock, Inc., State Street Corporation and FMR LLC.
Opportunity Assessment
What’s included in the Opportunity Assessment chapter?
The Opportunity Assessment chapter provides a comprehensive market analysis of the Investment Management Services market in the United States category, including buyer power scoring, market pricing trends, vendor landscape, cost structure, and strategic negotiation levers.
The market pricing trends include the Market Price (2026) of assets under management per year, a five year price forecast and a supply chain risk score. Vendor coverage includes a market share and cost structure breakdown.
Analysis includes a comprehensive SWOT analysis of and recent developments impacting the Investment Management Services market environment.
Buyer Power Score
What’s included in the Buyer Power Score chapter?
The Buyer Power Score chapter assesses key components impacting Investment Management Services procurement including the recent price trend, forecast price trend, availability of substitutes, switching costs, product specialization, average vendor risk, market share concentration, supply chain risk, price driver volatility and recent price volatility.
These components generate a Buyer Power Score that ranges from -5 (strongly favoring sellers) to +5 (strongly favoring buyers) plus a recommended strategy for procurement specialists.
Price Environment
What’s included in the Price Environment chapter?
The Price Environment chapter covers detailed pricing analysis and datasets on Investment Management Services market environment. This includes insights into market pricing Market Price (2026), price forecasts, volatility, specialization, substitutes and switching costs.
Datasets in the Price Environment chapter include vendor cost structure, breakdowns of wage rates by geography and specialty, key external economic and labor drivers impacting the market and market pricing models.
Supply Chain & Vendors
What’s included in the Supply Chain & Vendors chapter?
The Supply Chain & Vendors chapter covers the concentration, risk and diversity of the Investment Management Services market. This includes datasets on the market’s top suppliers, detailed analysis on the key sourcing risks and supply chain dynamics, with environmental, social and governance (ESG) considerations and scores.
Business Requirements
What’s included in the Business Requirements chapter?
The Business Requirements chapter covers vendor relationships, qualifications, service level agreements and key performance indicators. These inputs provide insight into the planning process through the buying lead time, vendor relationship and vendor qualifications. The sourcing process include key RFP elements like an organizational overview, project budget, selection criteria, project schedule, proposal format, inventory control, cost containment, regulation, quality control, distribution and key contract clauses.
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Frequently Asked Questions
What is the current market price for Investment Management Services?
The 2026 benchmark market price for Investment Management Services is 1.29 of assets under management per year. Prices have increased at a CAGR of 5.78 from 2023-26.
Who are the top vendors in the Investment Management Services market?
The top vendors in the Investment Management Services market include Vanguard Group Inc., Prudential Financial, Inc., Blackrock, Inc., State Street Corporation and FMR LLC.
What industries supply the Investment Management Services market?
The top industries supplying the Investment Management Services market are Commercial Leasing in the US, Property Management in the US, Computer & Packaged Software Wholesaling in the US, Computer Manufacturing in the US, Custody, Asset & Securities Services in the US and Investment Banking & Securities Intermediation in the US.
What is the supply chain risk for Investment Management Services?
Low market share concentration fosters competitive pricing and tailored service offerings. The investment management market is relatively fragmented, with no single provider dominating assets under management across major segments. This competitive environment benefits buyers, as managers are incentivized to differentiate through pricing, specialized strategies, and client service. Procurement teams can leverage this by benchmarking fees across multiple providers, negotiating custom service bundles, and exploring innovative portfolio solutions to maximize value.
What factors affect the price of Investment Management Services?
Pricing for investment management services varies by region due to differences in demand, competition, and operational costs. Urban areas with high concentrations of wealth often experience higher fees, while rural areas tend to have lower pricing due to fewer providers and lower demand.
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