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Portfolio Management in the US - Industry Market Research Report

  • ID: 16875
  • Report
  • April 2020
  • Region: United States
  • 38 pages
  • IBISWorld
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Valued assets: As equity markets and bond yields rise, industry revenue is expected to increase

Portfolio Management in the US

Despite investors pushing toward passively managed funds with lower fees, the Portfolio Management industry has experienced fluctuating revenue figures over the five years to 2019. Financial markets play an integral role in AUM growth and, consequently, base and performance fees earned by managers. Market indices, such as the S&P 500, demonstrated strong growth over the past five years. Growth in financial markets was supported by key macroeconomic variables rising during the current period, including employment and disposable income levels. These trends free-up assets that enable industry companies to invest. Overall, industry revenue has increased over the past five years. Over the five years to 2024, industry revenue is forecast to continue to expand. Continual macroeconomic growth is expected to give way to sustained strength in financial markets during the outlook period.

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.

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.

Note: Product cover images may vary from those shown
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ABOUT THIS INDUSTRY
  • Industry Definition
  • Main Activities
  • Similar Industries
  • Additional Resources
INDUSTRY AT A GLANCE

INDUSTRY PERFORMANCE
  • Executive Summary
  • Key External Drivers
  • Current Performance
  • Industry Outlook
  • Industry Life Cycle
PRODUCTS & MARKETS
  • Supply Chain
  • Products & Services
  • Demand Determinants
  • Major Markets
  • International Trade
  • Business Locations
COMPETITIVE LANDSCAPE
  • Market Share Concentration
  • Key Success Factors
  • Cost Structure Benchmarks
  • Basis of Competition
  • Barriers to Entry
  • Industry Globalization
MAJOR COMPANIES

OPERATING CONDITIONS
  • Capital Intensity
  • Technology & Systems
  • Revenue Volatility
  • Regulation & Policy
  • Industry Assistance
KEY STATISTICS
  • Industry Data
  • Annual Change
  • Key Ratios
JARGON & GLOSSARY
Note: Product cover images may vary from those shown
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