December 29, 2022

Plunkett Research, Ltd., a Houston-based market research firm, has published a complete, new report on the Investment & Securities Industry.  (Plunkett’s Investment & Securities Industry Almanac 2023,  It contains hundreds of pages of vital insights, including forecasts, market sizing, technologies analysis, trends analysis and statistical tables, as well as data on top global companies.

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: 572

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.

Major Trends in the Investment & Securities Industry

  1. Investment & Securities Industry Overview
  2. The Coronavirus’ Effect on the Investment & Securities Industry
  3. Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II and MiFID 2 Take Effect
  4. Shadow Banking Soars with Non-Bank Alternatives, Online or Peer-to-Peer Lending and Crowdfunding
  5. Investment Market Evolves in China
  6. Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $33.7 Trillion
  7. Employers Make 401(k) Enrollment Automatic/Broad Changes Are Suggested for Retirement Savings Plans
  8. Investment Firms and Banks Compete for Clients in High-Net-Worth Households
  9. ETFs Expand and Take Market Share from Mutual Funds/Mutual Fund Managers Are Forced to Change
  10. Online Brokers Open Physical Offices/ Trades Are Free/Easy Asset Management
  11. Hedge Funds Regroup and Play a Major Role in Financial Products Including Derivatives, Lending and Insurance
  12. Annuity Account Managers Create New Product Strategies/Fiduciary Rule Changes Help Annuity Sales Soar
  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) Powers Hedge Fund Investment Strategies
  16. Cryptocurrencies and Blockchain Explained
  17. Investment Product Facts

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 2022
  3. Estimated Ownership of U.S. Treasury Securities: 2014-2022
  4. Public Debt Securities Held by Private Investors, U.S.: 1985-June 2022
  5. Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1990-2022
  6. Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2022
  7. Employment in the Investment & Securities Industry, U.S.: 2016- September 2022
  8. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2017-2022