Plunkett’s Industry Almanacs in Printed and eBook Formats

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

• Statistical Tables
  
  

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 & Asset Management Industry

1. Major Trends Affecting the Investment & Asset Management Industry

2. Investment & Asset Management Industry Overview

3. Basel III, Dodd-Frank Act and Volcker Act Increase Regulation/European Solvency II and MiFID 2 Take Effect

4. Non-Banking Alternatives Grow in Lending and Private Credit

5. Aging Populations, Baby Boomers Create Opportunities/U.S. Pension Accounts Top $45.8 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 Close 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. Private Equity and Private Credit Investments Become Available to Individuals and Retirement Accounts

13. Individual Investors Impact Markets

14. Annuity Account Managers Create New Product Strategies

15. Stock Exchanges Evolve/High Speed Technologies Force Massive Changes/Texas Stock Exchange (TXSE) Set to Launch

16. Financial Technology (FinTech) and AI Enable Online Payments, Lending, Insurance and Robo Advisors

17. Artificial Intelligence (AI) Powers Hedge Fund Investment Strategies

18. Cryptocurrencies and Blockchain Explained

19. Investment Product Facts

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

1. Investment & Securities Industry Statistics and Market Size Overview

2. Sales, Profits & Stockholders' Equity, All Manufacturing Corporations, U.S.: 1990-Q3 2025

3. Estimated Ownership of U.S. Treasury Securities: 2016-2024

4. Public Debt Securities Held by Private Investors, U.S.: 1985 - June 2025

5. Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1990-2025

6. Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2025

7. Employment in the Investment & Securities Industry, U.S.: 2019 - October 2025

8. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2020-2025