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Portfolio Management Revenues Canada and USA Report & Database

  • ID: 4964075
  • Report
  • August 2020
  • Region: United States, Canada
  • 1983 pages
  • DataGroup Booksellers
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PORTFOLIO MANAGEMENT REVENUES CANADA & USA REPORT + DATABASE

The Portfolio Management Revenues Canada and USA Report & Database gives Market Consumption / Products / Services for Canada and the USA by 6 to 10-Digit NAICS Product Codes by 3 Time series: From 1997- 2020 and Forecasts 2021- 2028 & 2028-2046.

Countries covered: Canada and the USA.

59 MARKET RESEARCH CHAPTERS

SPREADSHEET CHAPTERS: Market Consumption - in US$ by Country by Product/Service by Year. Market, Financial, Competitive, Market Segmentation, Industry, Critical Parameters, Marketing Costs, Markets, Decision Makers, Performance, Product Launch.

This report includes:
REGIONAL & COUNTRY DATA
MARKET DATABASES & SPREADSHEETS
FINANCIAL DATABASES & SPREADSHEETS
INDUSTRY DATABASES & SPREADSHEETS

Data includes Market Consumption by individual Product / Service, Per-Capita Consumption, Marketing Costs & Margins, Product Launch Data, Buyers, End Users & Customer Profile, Consumer Demographics. Historic Balance Sheets, Forecast Financial Data, Industry Profile, National Data.

The report and database is supplied as a Zip file containing the reports and databases.

83 Products/Markets covered.

This Regional Report + Database will contain about 15,000 files, including:
 1.  Regional Summary Report (PDF)
 2.  Regional Summary Report (Word)
 3.  Data Pages: about 2,000
 4.  Chapters and General (.htm) Pages: about 3,500 pages
 5.  Reference documents (PDF): 140
 6.  Templates which can be used to produce internal reports or documents (Word): 160
 7.  Excel spreadsheets: about 3,500
 8.  4 Access databases: about 3,500
 9.  Excel templates, Software tools & utilities, and reference documents: 200 documents
10.  Maps & Diagrams: 150

Note:
All HTM (.htm) files can be opened in Word and are designed to be paginated and indexed; and can then be output as a Word document, a PDF document, a PowerPoint file, printed hardcopy, et cetera.

All Excel spreadsheets can be opened and processed with Excel; and can be used to produce other Microsoft office document formats, PDF files, printed hardcopy, et cetera.

All Access database tables can be used and processed programmatically. The database are not locked or protected in any way.

Merge text, tables & databases for your own reports, spreadsheet calculations & modelling.

The Excel spreadsheets and Access tables are designed to be an analogue of the U.S. Government databases, specifically the U.S. Census of Manufactures and the U.S. Business Census. As such these reports are presented as Excel spreadsheets and Access tables which are compatible in structure and field names to U.S. Government databases.

There are a large number of Excel spreadsheets and Access tables in each report which are compatible with governmental and NGO databases as well as proprietary database handling software.

The Report + Database are dynamically generated, date stamped and output for each client order; and the client’s name is shown on the reports & databases.

Clients usually receive their orders via a download link in about 2-3 hours after the publishers receive the order.

A 65 page Methodology Manual is available on request.

83 Products/Markets covered, 1983 pages, 3952 spreadsheets, 3993 database tables, 3993 illustrations. Updated monthly. 12 month After-Sales Service. This database covers NAICS code: 52392_L.

Note: Product cover images may vary from those shown
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PORTFOLIO MANAGEMENT REVENUES CANADA & USA REPORT + DATABASE

The Market for Portfolio Management Revenues in Canada and the USA by Products & Services.

This database covers NAICS code: 52392_L. Products/Services classified by 5-Digit US Commerce Department Code and then defined by each 6 to 10-Digit Product Codes.

The Portfolio Management Revenues Canada and USA Report + Database covers:

TIME SERIES: Historic from 2007, Forecast to 2028 & 2046. Data given at industry / distribution channel / service or product line level.

PRODUCTS & MARKETS COVERED

PORTFOLIO MANAGEMENT REVENUES

   1.   Portfolio management Lines
   2.   Loan income from financial businesses
   3.   Interest income from loans to financial businesses
   4.   Origination fees from loans to financial businesses
   5.   Other fees from loans to financial businesses
   6.   Loan income from nonfinancial businesses - secured
   7.   Interest income from loans to nonfinancial businesses - secured
   8.   Origination fees from loans to nonfinancial businesses - secured
   9.   Other fees from loans to nonfinancial businesses - secured
  10.   Loan income from nonfinancial businesses - unsecured
  11.   Interest income from loans to nonfin businesses - unsecured
  12.   Other fees from loans to nonfinancial businesses - unsecured
  13.   Loan income from governments
  14.   Interest income from loans to governments
  15.   Origination fees from loans to governments
  16.   Other fees from loans to governments
  17.   Public offering products - equity securities origination
  18.   Public offering products - debt securities origination
  19.   Private placement - equity securities origination
  20.   Private placement - debt securities origination
  21.   Negotiable CDs - brokering & dealing debt instr prods
  22.   Fees & commissions from negotiable CDs - b & d debt instr prod
  23.   Com paper issued by fin inst - broker & dealing debt instr prods
  24.   Fees & commisn from com paper by fin inst - b & d debt prod
  25.   Int income from com paper by fin inst - b & d debt instr prod
  26.   Coml paper issued by nonfin inst - brokering & dealing debt prod
  27.   Fees & commisn from com paper by nonfin inst - b & d debt prod
  28.   Treasury bills - brokering & dealing debt instrument products
  29.   Fees & commissions from treasury bills - b & d debt instr prod
  30.   Int income from treasury bills - b & d debt instr prod
  31.   Other money mkt instruments - broker & dealing debt instr prods
  32.   Fees & commisn from other money mkt instr - b & d debt prod
  33.   Net gain/loss from other money mkt instr - b & d debt instr prod
  34.   Int income from other money mkt instr - b & d debt instr prod
  35.   Corporate & trust notes & bonds - brokering & dealing debt prods
  36.   Fees & commisn from corp & trust notes & bonds - b & d debt prod
  37.   Net gain/loss from corp & trust notes & bonds - b & d debt prod
  38.   Int income from corp & trust notes & bonds - b & d debt prod
  39.   National govt notes & bonds - brokering & dealing debt instr prod
  40.   Fees & commissions from nat govt notes & bonds - b & d debt prod
  41.   Net gain/loss from nat govt notes & bonds - b & d debt instr prod
  42.   Int income from nat govt notes & bonds - b & d debt instr prod
  43.   State & local govt notes & bonds - brokering & dealing debt prod
  44.   Fees & commisn from st & local govt notes/bonds - b & d debt prod
  45.   Int income from st & local govt notes & bonds - b & d debt prod
  46.   Brokering & dealing products, equities
  47.   Fees & commissions from b & d prod, equities
  48.   Net gain/loss from b & d prod, equities, excl int income
  49.   Interest income from trading accounts from b & d prod, equities
  50.   Margin interest from b & d prod, equities
  51.   Futures conts, exch-traded - brokering & dealing deriv conts prod
  52.   Fees/commisn - futures conts exch-trade - b & d deriv conts prod
  53.   Net gain/loss - futures conts exch-trade - b & d deriv conts prod
  54.   Int income from futures conts exch-trade - b & d deriv conts prod
  55.   Option conts exch-traded - broker & dealing derivative conts prod
  56.   Fees & commisn - option conts exch-trade - b & d deriv conts prod
  57.   Net gain/loss - option conts exch-trade - b & d deriv conts prod
  58.   Forward contracts, traded OTC - broker & dealing deriv conts prod
  59.   Fees/commisn - forward conts traded OTC - b & d deriv conts prod
  60.   Swaps, traded OTC - brokering & dealing derivative contract prod
  61.   Option conts, traded OTC - broker & dealing deriv conts prods
  62.   Fees/commisn - option conts traded OTC - b & d deriv conts prod
  63.   Other deriv conts, traded OTC - broker & dealing deriv conts prod
  64.   Fees/commisn - oth deriv conts traded OTC - b & d deriv conts
  65.   Int income - oth deriv conts traded OTC - b & d deriv conts prod
  66.   Broker/deal inv comp securities, incl mutual funds, etc
  67.   Broker/deal other fin instr, incl commodity pools, etc
  68.   Brokerage correspondent products - fees
  69.   Security lending fees, incl from broker inventory & margin accts
  70.   Repurchase agreements - net gains (losses)
  71.   Fin related to securities, excl lending & repurchase agts - net
  72.   Trading debt instruments on own account - net gains (losses)
  73.   Trading equities on own account - net gain (losses)
  74.   Trading derivatives contracts on own account - net gain (losses)
  75.   Trading foreign currency on own account - net gain (losses)
  76.   Trading oth security & commdty conts on own acct - net gain/loss
  77.   Trust products for business & govt-fiduciary fees from doc paymnt
  78.   Payment clearing & settlement fees from mgt of fin mkt prods
  79.   Security & commdty contst trade exec, clearing & settlmnt fees
  80.   Financial planning & investment mgt servs for businesses & govt
  81.   Financial planning & investment mgt services for individuals
  82.   Other products supporting financial services - fees

59 MARKET RESEARCH CHAPTER

 1  Administration
 2  Advertising
 3  Buyers - Commercial Operations
 4  Buyers - Competitors
 5  Buyers - Major City
 6  Buyers - Products
 7  Buyers - Trade Cell
 8  Competitive Industry Analysis
 9  Competitor Analysis
10  Country Focus
11  Distribution
12  Business Decision Scenarios
13  Capital Costs Scenarios
14  Cashflow Option Scenarios
15  Cost Structure Scenarios
16  Historic Industry Balance Sheet
17  Historic Marketing Costs & Margins
18  Investment + Cost Reduction Scenarios
19  Market Climate Scenarios
20  Marketing Costs
21  Marketing Expenditure Scenarios
22  Marketing Margins
23  Strategic Options Scenarios
24  Survival Scenarios
25  Tactical Options Scenarios
26  Geographic Data
27  Industry Norms
28  Major City Market Analysis
29  Capital Access Scenarios
30  Market Cashflow Scenarios
31  Economic Climate Scenarios
32  Market Investment + Costs Scenarios
33  Marketing Expenditure Scenarios
34  Market Risk Scenarios
35  Market Strategic Options
36  Market Survival Options
37  Market Tactical Options
38  Marketing Expenditure -v- Market Share
39  Marketing Strategy Development
40  Markets
41  Operational Analysis
42  Overseas Development
43  Personnel Management
44  Physical Distribution + Customer Handling
45  Pricing
46  Process + Order Handling
47  Product Analysis
48  Product Development
49  Product Marketing Factors
50  Product Mix
51  Product Summary
52  Profit Risk Scenarios
53  Promotional Mix
54  Salesforce Decisions
55  Sales Promotion
56  Surveys
57  Targets -Product + Market
58  Technology
59  Trade Cell Analysis.

SPREADSHEET CHAPTERS

PRODUCT CONSUMPTION - in US$ by Country by Product/Service by Year: From 2007, Forecast to 2028 & 2046. Market, Financial, Competitive, Market Segmentation, Industry, Critical Parameters, Marketing Costs, Markets, Decision Makers, Performance, Product Launch.

REGIONAL & NATIONAL REPORT MARKET DATABASE & SPREADSHEETS: Database tables & Spreadsheets covering 103 Business Scenarios by Year. Regional Database tables & Spreadsheets covering Historic Markets &  Market Forecast by Year. National Database tables & Spreadsheets covering Markets, Market Forecast, Financial Forecast, Financial Margins, Historic Financial, Historic Costs, Industry Norms for each country by Year - From 2007, Forecast to 2028 & 2046.

FINANCIAL SPREADSHEETS & DATABASES: 188 Balance Sheet, Financial Margins & Ratios for each of 103 Business Scenarios - by Country by Year - From 2007, Forecast to 2028 & 2046.

INDUSTRY SPREADSHEETS & DATABASES: 820 Database tables & Spreadsheets covering Historic Industry Balance Sheet Data, Forecast Industry Financial Data, Industry Profiles & Norms - by Country by Year - From 2007, Forecast to 2028 & 2046.

NATIONAL DATA - by Country by Year.

83 Products covered for Canada and the USA: 1983 pages, 3952 spreadsheets, 3993 database tables, 3993 diagrams & maps.

The report and databaseis supplied as a Zip file containing the reports and databases. Readers can access & reproduce the information for their own documents or reports. Tables & databases as Access & Excel formats enable readers to produce their own spreadsheet calculations and modelling.

This database is updated monthly. 12 months Full After-Sales Services & Updates available from the publishers.

This report + database is also available as a World Report; 9 Regional Reports: Canada and the USA, Central America (31 countries), South America (13 countries), Europe (45 countries), Eurasia (4 countries), Middle East (19 Countries), Africa (54 countries), Asia (48 countries), and Oceania (20 countries); and for individual countries.

Note: Product cover images may vary from those shown
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Products covered include:

PORTFOLIO MANAGEMENT REVENUES

   1.   Portfolio management Lines
   2.   Loan income from financial businesses
   3.   Interest income from loans to financial businesses
   4.   Origination fees from loans to financial businesses
   5.   Other fees from loans to financial businesses
   6.   Loan income from nonfinancial businesses - secured
   7.   Interest income from loans to nonfinancial businesses - secured
   8.   Origination fees from loans to nonfinancial businesses - secured
   9.   Other fees from loans to nonfinancial businesses - secured
  10.   Loan income from nonfinancial businesses - unsecured
  11.   Interest income from loans to nonfin businesses - unsecured
  12.   Other fees from loans to nonfinancial businesses - unsecured
  13.   Loan income from governments
  14.   Interest income from loans to governments
  15.   Origination fees from loans to governments
  16.   Other fees from loans to governments
  17.   Public offering products - equity securities origination
  18.   Public offering products - debt securities origination
  19.   Private placement - equity securities origination
  20.   Private placement - debt securities origination
  21.   Negotiable CDs - brokering & dealing debt instr prods
  22.   Fees & commissions from negotiable CDs - b & d debt instr prod
  23.   Com paper issued by fin inst - broker & dealing debt instr prods
  24.   Fees & commisn from com paper by fin inst - b & d debt prod
  25.   Int income from com paper by fin inst - b & d debt instr prod
  26.   Coml paper issued by nonfin inst - brokering & dealing debt prod
  27.   Fees & commisn from com paper by nonfin inst - b & d debt prod
  28.   Treasury bills - brokering & dealing debt instrument products
  29.   Fees & commissions from treasury bills - b & d debt instr prod
  30.   Int income from treasury bills - b & d debt instr prod
  31.   Other money mkt instruments - broker & dealing debt instr prods
  32.   Fees & commisn from other money mkt instr - b & d debt prod
  33.   Net gain/loss from other money mkt instr - b & d debt instr prod
  34.   Int income from other money mkt instr - b & d debt instr prod
  35.   Corporate & trust notes & bonds - brokering & dealing debt prods
  36.   Fees & commisn from corp & trust notes & bonds - b & d debt prod
  37.   Net gain/loss from corp & trust notes & bonds - b & d debt prod
  38.   Int income from corp & trust notes & bonds - b & d debt prod
  39.   National govt notes & bonds - brokering & dealing debt instr prod
  40.   Fees & commissions from nat govt notes & bonds - b & d debt prod
  41.   Net gain/loss from nat govt notes & bonds - b & d debt instr prod
  42.   Int income from nat govt notes & bonds - b & d debt instr prod
  43.   State & local govt notes & bonds - brokering & dealing debt prod
  44.   Fees & commisn from st & local govt notes/bonds - b & d debt prod
  45.   Int income from st & local govt notes & bonds - b & d debt prod
  46.   Brokering & dealing products, equities
  47.   Fees & commissions from b & d prod, equities
  48.   Net gain/loss from b & d prod, equities, excl int income
  49.   Interest income from trading accounts from b & d prod, equities
  50.   Margin interest from b & d prod, equities
  51.   Futures conts, exch-traded - brokering & dealing deriv conts prod
  52.   Fees/commisn - futures conts exch-trade - b & d deriv conts prod
  53.   Net gain/loss - futures conts exch-trade - b & d deriv conts prod
  54.   Int income from futures conts exch-trade - b & d deriv conts prod
  55.   Option conts exch-traded - broker & dealing derivative conts prod
  56.   Fees & commisn - option conts exch-trade - b & d deriv conts prod
  57.   Net gain/loss - option conts exch-trade - b & d deriv conts prod
  58.   Forward contracts, traded OTC - broker & dealing deriv conts prod
  59.   Fees/commisn - forward conts traded OTC - b & d deriv conts prod
  60.   Swaps, traded OTC - brokering & dealing derivative contract prod
  61.   Option conts, traded OTC - broker & dealing deriv conts prods
  62.   Fees/commisn - option conts traded OTC - b & d deriv conts prod
  63.   Other deriv conts, traded OTC - broker & dealing deriv conts prod
  64.   Fees/commisn - oth deriv conts traded OTC - b & d deriv conts
  65.   Int income - oth deriv conts traded OTC - b & d deriv conts prod
  66.   Broker/deal inv comp securities, incl mutual funds, etc
  67.   Broker/deal other fin instr, incl commodity pools, etc
  68.   Brokerage correspondent products - fees
  69.   Security lending fees, incl from broker inventory & margin accts
  70.   Repurchase agreements - net gains (losses)
  71.   Fin related to securities, excl lending & repurchase agts - net
  72.   Trading debt instruments on own account - net gains (losses)
  73.   Trading equities on own account - net gain (losses)
  74.   Trading derivatives contracts on own account - net gain (losses)
  75.   Trading foreign currency on own account - net gain (losses)
  76.   Trading oth security & commdty conts on own acct - net gain/loss
  77.   Trust products for business & govt-fiduciary fees from doc paymnt
  78.   Payment clearing & settlement fees from mgt of fin mkt prods
  79.   Security & commdty contst trade exec, clearing & settlmnt fees
  80.   Financial planning & investment mgt servs for businesses & govt
  81.   Financial planning & investment mgt services for individuals
  82.   Other products supporting financial services - fees

Note: Product cover images may vary from those shown
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