Portfolio management comprises of entities primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
Scope of the Report:
This report studies the Portfolio Management market status and outlook of Global and major regions, from angles of players, countries, product types and end industries; this report analyzes the top players in global market, and splits the Portfolio Management market by product type and applications/end industries.
Robo-Advisors are shaping the future of portfolio management which help to analyze and manage investor portfolios. These advisors allow traders to robotize their research and management processes. This technology helps to recreate human financial advisors, and make more money for their customers. One such robo-advisors which got popularity in 2018 is the Schwab’s Intelligent Portfolios “zero fee” structure which charges no account fees or commissions.
The global Portfolio Management market is valued at xx million USD in 2017 and is expected to reach xx million USD by the end of 2023, growing at a CAGR of xx% between 2017 and 2023.
The Asia-Pacific will occupy for more market share in following years, especially in China, also fast growing India and Southeast Asia regions.
North America, especially The United States, will still play an important role which cannot be ignored. Any changes from United States might affect the development trend of Portfolio Management.
Europe also play important roles in global market, with market size of xx million USD in 2017 and will be xx million USD in 2023, with a CAGR of xx%.
Market Segment by Companies, this report covers
Vanguard
Pacific Investment Management
BlackRock
J.P. Morgan Asset Management
State Street Global Advisors
Market Segment by Regions, regional analysis covers
North America (United States, Canada and Mexico)
Europe (Germany, France, UK, Russia and Italy)
Asia-Pacific (China, Japan, Korea, India and Southeast Asia)
South America (Brazil, Argentina, Colombia)
Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)
Market Segment by Type, covers
Fee
Commission
Market Segment by Applications, can be divided into
Banks
Non-Banking Financial Institutions
Others
The base year for the study has been considered 2019, historic year 2014 and 2018, the forecast period considered is from 2020 to 2027. The regions analyzed for the market include North America, Europe, South America, Asia Pacific, and Middle East and Africa. These regions are further analyzed at the country-level. The study also includes attractiveness analysis of type, application and regions which are benchmarked based on their market size, growth rate and attractiveness in terms of present and future opportunity for understanding the future growth of the market.
Market is segmented on the basis:
The report offers in-depth analysis of driving factors, opportunities, restraints, and challenges for gaining the key insight of the market. The report emphasizes on all the key trends that play a vital role in the enlargement of the market from 2019 to 2026.
The report provides company profile of the key players operating in the market and a comparative analysis based on their business overviews industry offering, segment market share, regional presence, business strategies, innovations, mergers & acquisitions, recent developments, joint venture, collaborations, partnerships, SWOT analysis, and key financial information.
Table of Contents
1 Portfolio Management Market Overview
1.1 Product Overview and Scope of Portfolio Management
1.2 Classification of Portfolio Management by Types
1.2.1 Global Portfolio Management Revenue Comparison by Types (2017-2023)
1.2.2 Global Portfolio Management Revenue Market Share by Types in 2017
1.2.3 Fee
1.2.4 Commission
1.3 Global Portfolio Management Market by Application
1.3.1 Global Portfolio Management Market Size and Market Share Comparison by Applications (2013-2023)
1.3.2 Banks
1.3.3 Non-Banking Financial Institutions
1.3.4 Others
1.4 Global Portfolio Management Market by Regions
1.4.1 Global Portfolio Management Market Size (Million USD) Comparison by Regions (2013-2023)
1.4.1 North America (USA, Canada and Mexico) Portfolio Management Status and Prospect (2013-2023)
1.4.2 Europe (Germany, France, UK, Russia and Italy) Portfolio Management Status and Prospect (2013-2023)
1.4.3 Asia-Pacific (China, Japan, Korea, India and Southeast Asia) Portfolio Management Status and Prospect (2013-2023)
1.4.4 South America (Brazil, Argentina, Colombia) Portfolio Management Status and Prospect (2013-2023)
1.4.5 Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa) Portfolio Management Status and Prospect (2013-2023)
1.5 Global Market Size of Portfolio Management (2013-2023)
2 Manufacturers Profiles
2.1 Vanguard
2.1.1 Business Overview
2.1.2 Portfolio Management Type and Applications
2.1.2.1 Product A
2.1.2.2 Product B
2.1.3 Vanguard Portfolio Management Revenue, Gross Margin and Market Share (2016-2017)
2.2 Pacific Investment Management
2.2.1 Business Overview
2.2.2 Portfolio Management Type and Applications
2.2.2.1 Product A
2.2.2.2 Product B
2.2.3 Pacific Investment Management Portfolio Management Revenue, Gross Margin and Market Share (2016-2017)
2.3 BlackRock
2.3.1 Business Overview
2.3.2 Portfolio Management Type and Applications
2.3.2.1 Product A
2.3.2.2 Product B
2.3.3 BlackRock Portfolio Management Revenue, Gross Margin and Market Share (2016-2017)
2.4 J.P. Morgan Asset Management
2.4.1 Business Overview
2.4.2 Portfolio Management Type and Applications
2.4.2.1 Product A
2.4.2.2 Product B
2.4.3 J.P. Morgan Asset Management Portfolio Management Revenue, Gross Margin and Market Share (2016-2017)
2.5 State Street Global Advisors
2.5.1 Business Overview
2.5.2 Portfolio Management Type and Applications
2.5.2.1 Product A
2.5.2.2 Product B
2.5.3 State Street Global Advisors Portfolio Management Revenue, Gross Margin and Market Share (2016-2017)
3 Global Portfolio Management Market Competition, by Players
3.1 Global Portfolio Management Revenue and Share by Players (2013-2018)
3.2 Market Concentration Rate
3.2.1 Top 5 Portfolio Management Players Market Share
3.2.2 Top 10 Portfolio Management Players Market Share
3.3 Market Competition Trend
4 Global Portfolio Management Market Size by Regions
4.1 Global Portfolio Management Revenue and Market Share by Regions
4.2 North America Portfolio Management Revenue and Growth Rate (2013-2018)
4.3 Europe Portfolio Management Revenue and Growth Rate (2013-2018)
4.4 Asia-Pacific Portfolio Management Revenue and Growth Rate (2013-2018)
4.5 South America Portfolio Management Revenue and Growth Rate (2013-2018)
4.6 Middle East and Africa Portfolio Management Revenue and Growth Rate (2013-2018)
5 North America Portfolio Management Revenue by Countries
5.1 North America Portfolio Management Revenue by Countries (2013-2018)
5.2 USA Portfolio Management Revenue and Growth Rate (2013-2018)
5.3 Canada Portfolio Management Revenue and Growth Rate (2013-2018)
5.4 Mexico Portfolio Management Revenue and Growth Rate (2013-2018)
6 Europe Portfolio Management Revenue by Countries
6.1 Europe Portfolio Management Revenue by Countries (2013-2018)
6.2 Germany Portfolio Management Revenue and Growth Rate (2013-2018)
6.3 UK Portfolio Management Revenue and Growth Rate (2013-2018)
6.4 France Portfolio Management Revenue and Growth Rate (2013-2018)
6.5 Russia Portfolio Management Revenue and Growth Rate (2013-2018)
6.6 Italy Portfolio Management Revenue and Growth Rate (2013-2018)
7 Asia-Pacific Portfolio Management Revenue by Countries
7.1 Asia-Pacific Portfolio Management Revenue by Countries (2013-2018)
7.2 China Portfolio Management Revenue and Growth Rate (2013-2018)
7.3 Japan Portfolio Management Revenue and Growth Rate (2013-2018)
7.4 Korea Portfolio Management Revenue and Growth Rate (2013-2018)
7.5 India Portfolio Management Revenue and Growth Rate (2013-2018)
7.6 Southeast Asia Portfolio Management Revenue and Growth Rate (2013-2018)
8 South America Portfolio Management Revenue by Countries
8.1 South America Portfolio Management Revenue by Countries (2013-2018)
8.2 Brazil Portfolio Management Revenue and Growth Rate (2013-2018)
8.3 Argentina Portfolio Management Revenue and Growth Rate (2013-2018)
8.4 Colombia Portfolio Management Revenue and Growth Rate (2013-2018)
9 Middle East and Africa Revenue Portfolio Management by Countries
9.1 Middle East and Africa Portfolio Management Revenue by Countries (2013-2018)
9.2 Saudi Arabia Portfolio Management Revenue and Growth Rate (2013-2018)
9.3 UAE Portfolio Management Revenue and Growth Rate (2013-2018)
9.4 Egypt Portfolio Management Revenue and Growth Rate (2013-2018)
9.5 Nigeria Portfolio Management Revenue and Growth Rate (2013-2018)
9.6 South Africa Portfolio Management Revenue and Growth Rate (2013-2018)
10 Global Portfolio Management Market Segment by Type
10.1 Global Portfolio Management Revenue and Market Share by Type (2013-2018)
10.2 Global Portfolio Management Market Forecast by Type (2018-2023)
10.3 Fee Revenue Growth Rate (2013-2023)
10.4 Commission Revenue Growth Rate (2013-2023)
11 Global Portfolio Management Market Segment by Application
11.1 Global Portfolio Management Revenue Market Share by Application (2013-2018)
11.2 Portfolio Management Market Forecast by Application (2018-2023)
11.3 Banks Revenue Growth (2013-2018)
11.4 Non-Banking Financial Institutions Revenue Growth (2013-2018)
11.5 Others Revenue Growth (2013-2018)
12 Global Portfolio Management Market Size Forecast (2018-2023)
12.1 Global Portfolio Management Market Size Forecast (2018-2023)
12.2 Global Portfolio Management Market Forecast by Regions (2018-2023)
12.3 North America Portfolio Management Revenue Market Forecast (2018-2023)
12.4 Europe Portfolio Management Revenue Market Forecast (2018-2023)
12.5 Asia-Pacific Portfolio Management Revenue Market Forecast (2018-2023)
12.6 South America Portfolio Management Revenue Market Forecast (2018-2023)
12.7 Middle East and Africa Portfolio Management Revenue Market Forecast (2018-2023)
13 Research Findings and Conclusion
14 Appendix
14.1 Methodology
14.2 Data Source
List of Tables and Figures
Figure Portfolio Management Picture
Table Product Specifications of Portfolio Management
Table Global Portfolio Management and Revenue (Million USD) Market Split by Product