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Investment & Securities Industry Almanac 2019: Investment & Securities Industry Market Research, Statistics, Trends and Leading Companies

  • ID: 4721409
  • Book
  • Region: Global
  • 553 Pages
  • Plunkett Research Ltd
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This Research Lists the Top 350 Companies in Investment & Securities and Names the Top Trends Changing the Industry for the Mid-Term

FEATURED COMPANIES

  • 3i Group plc
  • Blackstone Group LP (The)
  • Eaton Vance Corp
  • Investec Limited
  • Moody's Corporation
  • Sanlam Limited
  • MORE

Key Findings:

  • This research lists the top 350 companies in Investment & Securities and names top trends changing the industry for the mid-term.

Key Features:

  • Industry trends analysis, market data and competitive intelligence
  • Market forecasts and Industry Statistics
  • Industry Associations and Professional Societies List
  • In-Depth Profiles of hundreds of leading companies
  • Industry Glossary
  • Link to our 5-minute video overview of this industry

Statistical Tables Provided: 16

Companies Profiled: 359

A complete market research report, including forecasts and market estimates, technologies analysis and developments at innovative firms. You will gain vital insights that can help you shape your own strategy for business development, product development and investments.

Key Questions Answered:

  • How is the industry evolving?
  • How is the industry being shaped by new technologies?
  • How is demand growing in emerging markets and mature economies?
  • What is the size of the market now and in the future?
  • What are the financial results of the leading companies?
  • What are the names and titles of top executives?
  • What are the top companies and what are their revenues?

Contents, Statistics, Forecasts and Analysis Include:

Major Trends in the Investment & Securities Industry

  1. Investment & Securities Industry Overview
  2. Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II and MiFID 2 Take Effect
  3. Shadow Banking Soars with Non-Bank Alternatives, Online or Peer-to-Peer Lending and Crowdfunding
  4. Investment Market Evolves in China
  5. Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $28.3 Trillion
  6. Employers Make 401(k) Enrollment Automatic/Broad Changes Are Suggested for Retirement Savings Plans
  7. Investment Firms and Banks Compete for Clients in High Net Worth Households
  8. ETFs Expand and Take Market Share from Mutual Funds/Mutual Fund Managers Are Forced to Change
  9. Online Brokers Open Physical Offices/Online Trading Is Free for Large Depositors
  10. Hedge Funds Regroup and Play a Major Role in Financial Products Including Derivatives, Lending and Insurance
  11. Annuity Account Managers Create New Product Strategies/Fiduciary Rule Changes Help Annuity Sales Soar
  12. Credit Default Swaps (CDS) and Derivatives Soar into the Trillions of Dollars
  13. Stock Exchanges Merge/High-Speed Technologies Force Massive Changes
  14. Financial Technology (FinTech) Enables Online Payments, Lending, Insurance and Online “Robo Advisors”
  15. Artificial Intelligence Powers Hedge Fund Investment Strategies
  16. Digital Currency, Bitcoin and Blockchain Technologies Advance
  17. Investment Product Facts

Investment & Securities Industry Statistics

  1. Investment & Securities Industry Statistics and Market Size Overview
  2. Stock Market Performance Indices, U.S.: 1985-2018
  3. Stock Market Average Daily Trading Volume, U.S.: 2008-2018
  4. Common Stock Prices & Yields, U.S.: 1985-2018
  5. Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q3 2018
  6. Components of U.S. Money Stock Measures: 1980-2018
  7. Treasury Securities Outstanding by Kind of Obligation, U.S.: 1985-2017
  8. Estimated Ownership of U.S. Treasury Securities: 2009-2017
  9. Public Debt Securities Held by Private Investors, U.S.: 1985- September 2018
  10. Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1985-2018
  11. Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2018
  12. Employment in the Investment & Securities Industry, U.S.: 2012- October 2018
  13. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2013-2018
  14. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Sources of Revenue for Employer Firms, U.S.: 2015-2017
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FEATURED COMPANIES

  • 3i Group plc
  • Blackstone Group LP (The)
  • Eaton Vance Corp
  • Investec Limited
  • Moody's Corporation
  • Sanlam Limited
  • MORE

Introduction

How to Use This Book

Chapter 1: Major Trends in the Investment & Securities Industry

  • Investment & Securities Industry Overview
  • Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II and MiFID 2 Take Effect
  • Shadow Banking Soars with Non-Bank Alternatives, Online or Peer-to-Peer Lending and Crowdfunding
  • Investment Market Evolves in China
  • Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $28.3 Trillion
  • Employers Make 401(k) Enrollment Automatic/Broad Changes Are Suggested for Retirement Savings Plans
  • Investment Firms and Banks Compete for Clients in High Net Worth Households
  • ETFs Expand and Take Market Share from Mutual Funds/Mutual Fund Managers Are Forced to Change
  • Online Brokers Open Physical Offices/Online Trading Is Free for Large Depositors
  • Hedge Funds Regroup and Play a Major Role in Financial Products Including Derivatives, Lending and Insurance
  • Annuity Account Managers Create New Product Strategies/Fiduciary Rule Changes Help Annuity Sales Soar
  • Credit Default Swaps (CDS) and Derivatives Soar into the Trillions of Dollars
  • Stock Exchanges Merge/High-Speed Technologies Force Massive Changes
  • Financial Technology (FinTech) Enables Online Payments, Lending, Insurance and Online “Robo Advisors”
  • Artificial Intelligence Powers Hedge Fund Investment Strategies
  • Digital Currency, Bitcoin and Blockchain Technologies Advance
  • Investment Product Facts

Chapter 2: Investment & Securities Industry Statistics

  • Investment & Securities Industry Statistics and Market Size Overview
  • Stock Market Performance Indices, U.S.: 1985-2018
  • Stock Market Average Daily Trading Volume, U.S.: 2008-2018
  • Common Stock Prices & Yields, U.S.: 1985-2018
  • Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q3 2018
  • Components of U.S. Money Stock Measures: 1980-2018
  • Treasury Securities Outstanding by Kind of Obligation, U.S.: 1985-2017
  • Estimated Ownership of U.S. Treasury Securities: 2009-2017
  • Public Debt Securities Held by Private Investors, U.S.: 1985- September 2018
  • Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1985-2018
  • Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2018
  • Employment in the Investment & Securities Industry, U.S.: 2012- October 2018
  • Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2013-2018
  • Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Sources of Revenue for Employer Firms, U.S.: 2015-2017

Chapter 3: Important Investment & Securities Industry Contacts

  • Addresses, Phone Numbers and Internet Sites

Chapter 4: The Investment 400:

  • Who They Are and How They Were Chosen
  • Index of Companies Within Industry Groups
  • Alphabetical Index
  • Index of Headquarters Location by U.S. State
  • Index of Non-U.S. Headquarters Location by Country
  • Individual Data Profiles on Each of The Investment 400
  • Additional Indexes
  • Index of Hot Spots for Advancement for Women/Minorities
  • Index by Subsidiaries, Brand Names and Selected Affiliations
  • A Short Investment & Securities Industry Glossary
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  • 3i Group plc
  • Affiliated Managers Group Inc
  • AGF Management Limited
  • AGNC Investment Corp
  • AllianceBernstein Holding LP
  • Allianz SE
  • Allied Irish Banks plc
  • Allstate Corporation (The)
  • Ambac Financial Group Inc
  • American Equity Investment Life Holding Company
  • American International Group Inc (AIG)
  • Ameriprise Financial Inc
  • AMP Limited
  • Annaly Capital Management Inc
  • Apollo Global Management LLC
  • Ares Capital Corporation
  • Arlington Asset Investment Corporation
  • Assicurazioni Generali SpA
  • Assured Guaranty Ltd
  • ASX Limited
  • Aviva plc
  • AXA SA
  • Banco Santander SA
  • Bank of America Corp
  • Bank of Ireland
  • Bank of Montreal (BMO Financial Group)
  • Bank of New York Mellon Corp
  • Bank of Nova Scotia (Scotiabank)
  • Barclays PLC
  • Berkshire Hathaway Inc
  • BGC Partners Inc
  • BlackRock Inc
  • Blackstone Group LP (The)
  • BNP Paribas SA
  • BOC Hong Kong (Holdings) Limited
  • Brasil Bolsa and Blacao SA (B3)
  • Canadian Imperial Bank of Commerce (CIBC)
  • Capital Financial Holdings Inc
  • Capstead Mortgage Corporation
  • Carlyle Group LP (The)
  • Cboe Global Markets Inc
  • Charles Schwab Corporation (The)
  • CI Financial Corp
  • Citigroup Inc
  • CNA Financial Corporation
  • CNO Financial Group Inc
  • Colony Capital Inc
  • Commerzbank AG
  • Commonwealth Bank of Australia
  • Compass Diversified Holdings
  • Cowen Inc
  • Credit Agricole SA
  • Credit Saison Co Ltd
  • Credit Suisse (USA) Inc
  • Credit Suisse Group AG
  • Dai-ichi Life Holdings Inc
  • Daishin Securities Co Ltd
  • Daiwa Securities Group Inc
  • Danske Bank Aktieselskab
  • Deutsche Bank AG
  • Deutsche Borse AG
  • Dexia SA
  • Diamond Hill Investment Group Inc
  • E*Trade Financial Corporation
  • Eaton Vance Corp
  • Envestnet Inc
  • Evercore Partners Inc
  • Exantas Capital Corp
  • FactSet Research Systems Inc
  • Federated Investors Inc
  • Fifth Third Bancorp
  • Finotec Group Inc
  • Fiserv Inc
  • Franklin Resources Inc (Franklin Templeton)
  • Gain Capital Holdings Inc
  • GAMCO Investors Inc
  • Genworth Financial Inc
  • Global Arena Holding Inc
  • Goldman Sachs Group Inc (The)
  • Greenhill & Co Inc
  • Guoco Group Limited
  • Hanwha Investment & Securities Co Ltd
  • Hartford Financial Services Group Inc (The)
  • HDFC Bank Limited
  • Hong Kong Exchanges & Clearing Limited
  • HSBC Holdings plc
  • IGM Financial Inc
  • ING Group (ING Groep NV)
  • Interactive Brokers Group Inc
  • InterContinental Exchange Inc (ICE)
  • Intesa Sanpaolo SpA
  • Invesco Ltd
  • Invesco Mortgage Capital Inc
  • Investec Limited
  • Investment Technology Group Inc (ITG)
  • iStar Inc
  • Janus Henderson Group plc
  • Jefferies Financial Group Inc
  • JMP Group LLC
  • JP Morgan Chase & Co Inc
  • KBC Group NV
  • KeyCorp
  • KKR & Co LP
  • Kyobo Securities Co Ltd
  • Ladenburg Thalmann Financial Services Inc
  • Lazard Ltd
  • Legg Mason Inc
  • Lincoln National Corporation
  • Lloyds Banking Group plc
  • London Stock Exchange Group plc (LSE)
  • LPL Financial Holdings Inc
  • Macquarie Group Limited
  • Man Group PLC
  • MarketAxess Holdings Inc
  • Marubeni Corporation
  • MBIA Inc
  • Mercantil Servicios Financieros CA
  • MetLife Inc
  • MFA Financial Inc
  • Mizuho Financial Group Inc
  • MMI Holdings Limited
  • Moody's Corporation
  • Morgan Stanley
  • Morningstar Inc
  • MS&AD Insurance Group Holdings Inc
  • Nasdaq Inc
  • National Australia Bank Ltd
  • National Holdings Corporation
  • Network 1 Financial Group Inc
  • NH Investment & Securities Co Ltd
  • Noah Holdings Limited
  • Nomura Holdings Inc
  • Old Mutual Limited
  • Omega Venture Group Inc
  • Onex Corporation
  • Oppenheimer Holdings Inc
  • Piper Jaffray Companies
  • PNC Financial Services Group Inc
  • Power Corporation of Canada
  • Principal Financial Group Inc
  • Prudential Financial Inc
  • Prudential plc
  • Radian Group Inc
  • RAIT Financial Trust
  • Raymond James Financial Inc
  • Redwood Trust Inc
  • Regions Financial Corporation
  • Reliance Capital Limited
  • Remgro Limited
  • Royal Bank of Canada (RBC)
  • Royal Bank of Scotland Group plc (The, RBS)
  • S&P Global Inc
  • Safeguard Scientifics Inc
  • Sanlam Limited
  • SBI Holdings Inc
  • Schroders plc
  • SEI Investments Company
  • Siebert Financial Corp
  • Societe Generale Group
  • SoftBank Group Corp
  • SS&C Technologies Holdings Inc
  • Standard Life Aberdeen plc
  • Starwood Property Trust Inc
  • State Bank of India
  • State Street Corporation
  • Stifel Financial Corp
  • Storebrand ASA
  • Sumitomo Mitsui Financial Group Inc (SMFG)
  • SunTrust Banks Inc
  • SVB Financial Group
  • T Rowe Price Group Inc
  • TD Ameritrade Holding Corporation
  • Thomson Reuters Corporation
  • TMX Group Limited
  • Toronto-Dominion Bank (TD Bank)
  • Travelers Companies Inc (The)
  • Tullett Prebon plc
  • Two Harbors Investment Corporation
  • UBS AG
  • UniCredit SpA (UniCredit Group)
  • US Bancorp
  • Value Line Inc
  • Virtus Investment Partners Inc
  • Waddell & Reed Financial Inc
  • Warsaw Stock Exchange
  • Webster Financial Corporation
  • Wells Fargo & Company
  • Western Asset Mortgage Capital Corp
  • WisdomTree Investments Inc
  • Ziegler Companies Inc (The)
  • Zurich Insurance Group Ltd
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The data development evolved from research methods originally established by the founder of the company.

Through the years, a research methodology evolved based on strict guidelines used to build and maintain the content of six proprietary business and industry databases:

  • An industry trends database
  • An industry statistics database
  • Industry Analytics (deep financial data for hundreds of Industry codes)
  • A leading companies database
  • A business and industry glossary database
  • An industry associations and professional societies database
  • Analysts are trained to follow research formulas and methodology. They use company-approved sources in their work and post their findings daily to proprietary databases. All research results go through multi-step editing processes. And, all results are date-stamped.
Primary sources include:
  • Internal research, analysis, fact-checking and data gathering by the Research staff.
  • Over 3,500 industry associations, professional societies and government agencies worldwide with which the publisher maintains relationships and/or from which they obtain industry-specific/country-specific data.
  • Financial analysts, industry executives and industry experts with whom the publisher maintains communications.
  • Corporate disclosure documents and financial statements.
  • Industry conference proceedings.
  • Analysis of white papers, reports, periodicals and publications.
  • Multiple proprietaries, government, industry and financial databases developed by the publisher.

 

 

 

 

 

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