Plunkett’s Industry Almanacs in Printed and eBook Formats

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 & Securities Industry.

Available Formats:

• Printed Almanac: ISBN 978-1-62831-629-2 (Available Now)
• E-book: ISBN 978-1-62831-943-9 (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: 566

Statistical Tables Provided: 10

Companies Profiled: 417

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 & securities business including:

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 $37.2 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. Digital Currency, Bitcoin and Blockchain Technologies Advance
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 2021
3. Components of U.S. Money Stock Measures: 1980-2020
4. Estimated Ownership of U.S. Treasury Securities: 2013-2021
5. Public Debt Securities Held by Private Investors, U.S.: 1985- June 2021
6. Average Interest Rates of 3-Month & 10-Year U.S. Treasuries: 1985-2021
7. Retirement Benefits in the U.S.: Access, Participation and Take-Up Rates, March 2021
8. Employment in the Investment & Securities Industry, U.S.: 2015- September 2021
9. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Revenue for Employer Firms, U.S.: 2016-2021
10. Securities, Commodity Contracts & Other Financial Investment Activities, Estimated Sources of Revenue for Employer Firms, U.S.: 2016-2018

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