Investment & Asset Management Industry Market Research

Competitive Intelligence, Business Analysis, Forecasts, Market Size, Trends, Companies, Statistics

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Investment & Asset Management OVERVIEW

The investment industry is comprised of a wide variety of sectors and service providers.  At the top of the list are the giant asset managers, like BlackRock, a firm managing trillions of dollars in investment assets, an amount so immense that it is more than the Gross Domestic Products (GDP) of Russia, Canada and India combined.  Also at the top of the industry are the biggest exchanges, where billions of shares trade hands yearly, along with the major investment banks, those firms that raise money for corporate clients by selling their stocks and bonds to the public.  Investment banks also deal in private equity investments and asset management, and they earn immense fees by brokering mergers and acquisitions.  Other major categories of investments that are typically sold to the public include master limited partnerships (MLPs) and real estate investment trusts (REITs).
At the same time, however, there are thousands of companies that specialize in specific types of investments that are most often privately held and not sold to the public.  Such firms raise capital from wealthy individuals and families, as well as from institutions such as pension funds and insurance companies.  These companies may specialize in operations such as hedge funds, private equity and venture capital.  The total pool of money invested in these sectors is massive.
Then there are the big firms that provide stock brokerage services.  Some of them, like Merrill Lynch, are also investment banks.  Others, like Charles Schwab, are primarily stockbrokers that deal with millions of individual customers.
However, the lines have blurred between sectors in recent years.  It is common for the largest companies, such as investment banks, operate in multiple segments of the investment industry at once, including some or all of such sectors as commercial banking, investment banking, asset management, insurance, mortgages, financial advisory, venture capital, mergers and acquisitions and more.
The Global Investment Industry:  This is a massive, global industry, and in light of the fact that it provides the services that enable companies to have access to capital, it is one of the most important industries of all.  The World Federation of Exchanges estimated the total value (market capitalization) of stocks on all of the world’s significant exchanges at $101.2 trillion as of November 2023, with shares available in over 57,650 companies.
After an extremely turbulent environment during the recent recession (late 2007 through mid-2009), the global investment industry has been greatly altered.  Many of the best-known brands in the industry failed or were taken over.  Lehman Brothers was allowed to fail completely.  Bear Stearns was taken over by JPMorgan Chase at a nominal price. 
By the end of the painful 2008-09 period, the investment industry, on a global basis, had been through losses, layoffs, scandals, bankruptcies, forced mergers, government intervention, bailouts and/or disappointments on a scale not seen in decades.  Then, the investment industry began rebuilding and reshaping its strategy, and thereafter the industry has generally enjoyed robust business in recent years. 
More recently, many new challengers have entered the investment industry, in terms of smartphone app-based investment platforms (like Robinhood) and machine-learning based asset management platforms (companies such as Betterment that allocate investment funds according to the consumer’s personal goals and needs).  At the same time, investment choices in the form of ETFs (exchange traded funds) have proliferated, and competition among stock brokerages has climbed to the point that many consumers pay no fees at all to make trades.  Other technology-driven changes are occurring continually as well, including the emergence of cybercurrency, such as Bitcoin, as an investment option.
The U.S. Investment Industry:  Employment in firms that are involved in securities and investments was estimated at 1,084,600 as of September 2023 in America alone, compared to 1,043,600 the previous year, according to numbers published by the U.S. Bureau of Labor Statistics.  About 60 million Americans participate in 401(k) investment plans at their places of work as of 2022, according to Investment Company Institute, with assets totaling about $7.2 trillion as of mid-2023.  Mutual funds in America held $21.9 trillion in assets as of September 2022, according to the Investment Company Institute.

WE PROFILE HUNDREDS OF TOP COMPANIES:

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PLUNKETT PROVIDES IN-DEPTH STATISTICS TABLES COVERING THE FOLLOWING INDUSTRY TOPICS:

Top Companies Profiled

The following is a partial listing for this industry. As a subscriber, you will have access to the leading companies and top growth companies. This includes publicly-held, private, subsidiary and joint venture companies, on a global basis as well as in the U.S.


Hundreds of Top Companies Profiled, Including:

PLUNKETT PROVIDES UNIQUE ANALYSIS OF THE FOLLOWING TRENDS THAT ARE DRIVING THIS INDUSTRY:

Key Findings:

A complete market research report, including forecasts and market estimates, technologies analysis and developments at innovative firms within the Investment & Securities Industry. Gain vital insights that can help shape strategy for business development, product development and investments.

Key Features:

  • Business trends analysis
  • In-depth industry overview
  • Technology trends analysis
  • Forecasts
  • Spending, investment, and consumption discussions
  • In-depth industry statistics and metrics
  • Industry employment numbers

Additional Key Features Include:

Industry Glossary

Industry Contacts list, including Professional Societies and Industry Associations

Profiles of industry-leading companies

  • U.S. and Global Firms
  • Publicly held, Private and Subsidiaries
  • Executive Contacts
  • Revenues
  • For Public Companies: Detailed Financial Summaries

Pages: 588

Statistical Tables Provided: 8

Companies Profiled: 400

Geographic Focus: Global

Price: $399.99

Key Questions Answered Include:

  • 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?

This feature-rich report covers competitive intelligence, market research and business analysis—everything you need to know about the Investment & Securities Industry.

Plunkett Research Provides Unique Analysis of the Following 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. Non-Banking Alternatives Grow in Lending and Crowdfunding
  4. Investment Market Evolves in China
  5. Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $36.7 Trillion
  6. Employers Make 401(k) Enrollment Automatic
  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 Also Provide Storefront Locations/Trades Are Free
  10. Hedge Funds Play a Major Role in Financial Markets Including Derivatives, Lending and Insurance/Quantitative Analysis Widely Adopted
  11. Private Equity Funds and Venture Capital Funds Attract Major Investors
  12. Annuity Account Managers Create New Product Strategies
  13. Stock Exchanges Evolve/High Speed Technologies Force Massive Changes
  14. Financial Technology (FinTech) Enables Online Payments, Lending, Insurance and Robo Advisors
  15. Artificial Intelligence (AI) Power Investment Strategies
  16. Cryptocurrencies and Blockchain Explained
  17. Investment Product Facts

Plunkett Research Provides In-Depth Tables for the Following Investment & Securities Industry Statistics

  1. Investment & Securities Industry Statistics and Market Size Overview
  2. Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q2 2023
  3. Estimated Ownership of U.S. Treasury Securities: 2015-2023
  4. Public Debt Securities Held by Private Investors, U.S.: 1985-June 2023
  5. Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1990-2023
  6. Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2023
  7. Employment in the Investment & Securities Industry, U.S.: 2017-September 2023
  8. Securities, Commodity Contracts & Other Financial InvestmentActivities,Estimated Revenue for Employer Firms, U.S.: 2018-2023

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This industry onlyPublication date: Jan 2024
ISBN-13: 978-1-64788-514-4
ISBN-13: 978-1-64788-022-4
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