Complete Guide to the Investment & Asset Management Industry From Plunkett Research 2020

December 19, 2019

HOUSTON, Texas – Plunkett Research, Ltd. announces an important market research and competitive analysis report, Investment & Asset Management Industry Almanac, 2020 edition. A complete market research report, including forecasts and market estimates, technologies analysis and developments at innovative firms.

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 $6 trillion in investment assets, an amount so immense that it is roughly equal to the Gross Domestic Products (GDP) of Russia 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.

Key Findings:

  • Plunkett Research analyzes the top trends changing the industry, and provides in-depth industry statistics. In addition, this publication profiles the top 400 companies in the Investment & Asset Management Industry.

Available Formats:

  • Printed Almanac: ISBN 978-1-62831-518-9 (Available Now)
  • E-book: ISBN 978-1-62831-861-6 (Available Now)
  • Plunkett Research Online (Subscribers)

Key Features Include:

  • 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

Pages: 562

Statistical Tables Provided: 14

Companies Profiled: 407

Geographic Focus: Global

Price: $379.99

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 book covers competitive intelligence, market research and business analysis—everything you need to know about the investment & asset management business including:

  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 $29.8 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

  1. Online Brokers Open Physical Offices/Trades Are Free/Easy Asset Management
  2. Hedge Funds Regroup and Play a Major Role in Financial Products Including Derivatives, Lending and Insurance
  3. Annuity Account Managers Create New Product Strategies/Fiduciary Rule Changes Help Annuity Sales Soar
  4. Credit Default Swaps (CDS) and Derivatives Soar into the Trillions of Dollars
  5. Stock Exchanges Evolve/High Speed Technologies Force Massive Changes
  6. Financial Technology (FinTech) Enables Online Payments, Lending, Insurance and Online Robo Advisors
  7. Artificial Intelligence (AI) Powers Hedge Fund Investment Strategies
  8. Digital Currency, Bitcoin and Blockchain Technologies Advance
  9. Investment Product Facts

Investment & Asset Management Industry Statistics

  1. Investment & Securities Industry Statistics and Market Size Overview
  2. Stock Market Performance Indices, U.S.: 1985-2019
  3. Stock Market Average Daily Trading Volume, U.S.: 2008-2019
  4. Common Stock Prices & Yields, U.S.: 1985-2019
  5. Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q3 2019
  6. Components of U.S. Money Stock Measures: 1980-2019
  7. Treasury Securities Outstanding by Kind of Obligation, U.S.: 1985-2018
  8. Estimated Ownership of U.S. Treasury Securities: 2011-2019
  9. Public Debt Securities Held by Private Investors, U.S.: 1985- June 2019
  10. Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1985-2019
  11. Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2019
  12. Employment in the Investment & Securities Industry, U.S.: 2013- October 2019
  13. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2014-2019
  14. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Sources of Revenue for Employer Firms, U.S.: 2015-2017

Companies Mentioned Include:

  • AllianceBernstein Holding LP
  • Allstate Corporation
  • American International Group Inc (AIG)
  • Bank of America Corp
  • Bank of Montreal (BMO Financial Group)
  • Credit Suisse Group AG
  • Hilltop Securities Inc
  • Macquarie Group Limited
  • SoftBank Group Corp
  • TD Ameritrade Holding Corporation
  • Zurich Insurance Group Ltd